Notícias

The index’s advance is driven by an almost 35% rise this year for the The companies in that ETF have benefited from undying chip demand from the big internet and software companies that are building data centers. Also, the is up more than 10%, driven by several manufacturers that supply products for data centers. The reason: the data center-exposed stocks are vulnerable to steep declines if one of the large internet or software companies signals it will slow down the growth of its investments in data centers.

<p>ETF flows were broadly positive, led by large-cap U.S. equity exposure and a continued concentration in core index products.</p><p>Here are the daily ETF fund flows for April 29, 2026. </p>

INTC stock jumps 24% after Q1 earnings beat, as AI-driven growth and product launches fuel momentum, making semiconductor ETFs an attractive play.

Chip stocks are finally taking a dip—a signal to look elsewhere in the market. The VanEck Semiconductor exchange-traded fund has surged about 32% this year, while many industrial manufacturers have also soared on hardware demand from Big Tech artificial-intelligence companies that are building their data centers.

Forget Bitcoin, gold, or the occasional WallStreetBets options trade that pays off. One of the biggest winners of the last decade has been the VanEck Semiconductor ETF (NASDAQ: SMH). Over the trailing 10-year period as of March 31, 2026, SMH delivered a 31.34% annualized return at net asset value. That’s exceptional compounding over a sustained ... SMH Was the One of the Best-Performing Non-Leveraged ETFs of the Last Decade. Here Is the Concentration Risk Investors Miss

NVIDIA tops $5T market cap again as AI chip demand surges, lifting semiconductor ETFs like SMH, XLK, QQQ and SOXX into focus.

(Bloomberg) -- In a choppy year for tech investors, one trade has stood out as a success: buy chip stocks, sell software shares. And the divide between winners and losers is getting bigger as 2026 moves along.Most Read from BloombergUAE Quits OPEC as War Upends Oil Markets and Gulf Tensions RiseTrump Being ‘Humiliated’ in Iran Talks, German Leader SaysNorth Korea Confirms Suicide Rule for Soldiers Ukraine CapturesSergey Brin Confronted Gavin Newsom — Then Launched a Political WarThe Billion-Barr

Chip stocks are among the biggest beneficiaries of the AI boom.