SMH: Promising, But I'm Waiting For A More Attractive Price
Automation of 60%-70% of employee activities will drive significant productivity gains, supported by substantial investments from large technology companies. ETFs reduce company-specific risks, but currently, VanEck lacks a margin of safety despite its diversification benefits. Hold rating is justified by the promising sector outlook but tempered by current risk levels and lack of safety margin.
SMH: Time To Double Down
VanEck Semiconductor ETF's fundamentals remain strong, supported by Nvidia's resurgence and the AI growth thesis. The SMH ETF's leading stocks, including Nvidia, Intel, Broadcom, and AMD, are exposed to the secular AI growth inflection. SMH's valuation isn't expensive when adjusted for its growth prospects.
2 ETFs to Target in the 4th Quarter
Somehow we're less than three months away from the end of 2024.
Is It Time to Consider Rotating Back into Semiconductor Stocks?
The semiconductor sector, long a leader in market performance, has faced headwinds in recent months. After an impressive run last year and through much of 2024, the industry took a sharp hit in July as expectations for a Federal Reserve rate cut grew, and the now infamous Japan carry trade unwind played out.
Unsure Which AI Stock to Buy? Check Out This ETF That Has Crushed the Market This Year.
The VanEck Semiconductor ETF is a great way to invest in AI.
Best ETF to Buy: VanEck Semiconductor ETF vs. iShares Semiconductor ETF
These two ETFs offer different approaches to investing in them. They're the two largest semiconductor ETFs.
SMH: The AI Buildout Is Broadening Out
Semiconductor stocks have seen pullbacks, but AI growth remains strong; VanEck's SMH ETF has adjusted its composition to reflect this trend. SMH reduced Nvidia exposure, reallocating to AMD, aligning with the broadening demand for custom semiconductor solutions in AI and data centers. SMH remains the largest and most actively traded semiconductor ETF, offering superior returns and diversified exposure to top semiconductor companies.
Some Bargains Available in a Surprising ETF
Even with recent pullbacks, Nvidia (NVDA) and some other well-known semiconductor equities rank among this year's best-performing large-cap stocks. That status implies it's potentially difficult to find attractively valued ETF names in this group.
3 ETFs That Are Screaming Buys in September
Stock market volatility is picking up for the first time in months. The VanEck Semiconductor ETF has outperformed benchmark indexes for years.
Looking to Buy an Artificial Intelligence (AI) ETF? Buy This ETF Instead
ETFs are an easy way for anyone to invest. Several "AI ETFs" have underperformed the market recently.
Rate Cuts Could Spark This Tech ETF
Interest rates are residing at the highest levels in two decades. Also, there's some evidence of cooling in the labor market.
Watch These SMH ETF Price Levels Amid Chip Sector Selloff
The VanEck Semiconductor ETF (SMH) remains in the spotlight on Wednesday after tumbling more than 7% yesterday to register its largest daily percentage decline since March 2020 amid a broad-based selloff in chip stocks. The top-weighted stock in the fund, artificial intelligence (AI) darling Nvidia (NVDA), led the sell-off, slumping nearly 10%, while other leading chipmakers in the ETF's portfolio, including Intel (INTC), Marvell Technology (MRVL) and Micron (MU), all dropped by around 8%.
