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The nature of AI demand for semiconductors is subtly changing, but that's still great news for this ETF.

SMH and TAN could continue following historical patterns

<p>The first half of 2026 produced dramatic divergence across ETF categories. Energy ETFs surged as much as 96% on Middle East conflict, semiconductor funds gained up to 100%, and South Korean memory chip ETFs became surprise standouts — while crypto sank, long bonds went nowhere, and gold rested after its monster 2025 run. Here's where the money was made and lost through May 2026, and what to watch for the rest of the year.</p>

Big Tech has been driving the stock market rally, but these healthcare, financial, and utilities ETFs are starting to look good.

Iran peace talks face fresh risks as oil surged on Monday. ETFs tied to energy, commodities, income, the dollar and AI could help navigate volatility.

Big Tech has been driving the stock market rally, but these healthcare, financial, and utilities ETFs are starting to look good.

Iran deal hopes, AI-fueled tech gains and Dell's upbeat outlook lifted stocks to record highs, while inflation fears and space-stock volatility persisted.

We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and VanEck Semiconductor ETF (NASDAQ:SMH) ranks 1st on this list. VanEck Semiconductor ETF (NASDAQ:SMH) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings […]

After three years of hyperscaler capital spending feeding through to chip designers, foundry capacity, and lithography backlogs, the semiconductor ETF complex has separated into distinct buckets. iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) are the three broad U.S.-listed vehicles that capture the trade in clean, liquid form. ... After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Si

<p>ETF.com's Comparison Tool logged nearly 97,000 user sessions over the past 28 days, revealing four dominant investor themes: semiconductor ETFs (led by the SMH vs. SOXX matchup with 2,478 users), large-cap growth ETF selection (SCHG, VUG, QQQM, and QQQ), nuclear and uranium energy, and momentum factor investing via SPMO. T-bill ETFs and core portfolio fundamentals round out the most-searched comparisons, painting a picture of a highly engaged, research-driven investor base thinking hard about

High-bandwidth memory has become the choke point in the AI buildout, as NVIDIA’s Blackwell accelerators rely on stacked DRAM modules that only three companies can produce at scale, and the order books for those modules are reportedly stretching past 2027. Investors trying to express that thesis through a single ticker have three obvious vehicles: the ... The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain

Stock Market Today: The Dow Jones index fell Thursday ahead of key inflation data. AI stock Snowflake soared on earnings.

The artificial intelligence (AI) revolution has expanded to include many tech companies. But the industry's leaders are likely to drive growth over the next several years.

Investors remained hopeful about U.S.-Iran talks, offsetting recent military exchanges.

Shares of Micron Technology (NASDAQ:MU) are up 12% to $843 after UBS raised its price target on MU stock to $1,625 from $535. The firm maintained its Buy rating, and the new figure now stands as the most bullish target on Wall Street. The magnitude of the raise is the story. UBS analyst Timothy Arcuri ... Micron Jumps 12% After Price Target Raise From $535 to $1,625: Here’s What’s Driving Wall Street’s Most Bullish Target

NVDA posted record Q1 revenue growth and earnings beats, lifting focus on ETFs with heavy exposure to the AI chip giant.

The United States Oil Fund, along with semiconductor-focused funds like iShares Semiconductor ETF and VanEck Semiconductor ETF, as well as leveraged tech fund ProShares UltraPro QQQ, have all outperformed the SPDR S&P 500 ETF Trust in 2026.

<p>Fixed income ETFs also saw strong demand.</p>

<p>Table below reflects daily flows on May 25, 2026 and asset totals as of that date.</p>

<p>Here are the daily ETF fund flows for May 22, 2026.</p>

Semiconductor stocks have been red hot over the past few years. Just how hot might surprise you.

<p>SMH and SOXX are the two biggest semiconductor ETFs on the market — but they're not the same fund. Here's exactly how they differ, which one has outperformed, and which deserves a spot in your portfolio in 2026.</p>

ChatGPT plans to turn its premium artificial intelligence offering into a financial counselor, of sorts. Parent company OpenAI says that premium users, who pay a monthly subscription rate of $100 to $200, will be able to link their financial accounts to its chatbot and receive insights on how they might handle their money. Have chip stocks flown too close to the sun? Semiconductor stocks have been on a tear, but will it last, or is a correction at hand?

NVIDIA's post-earnings dip spotlights ETFs loaded with NVDA exposure as investors weigh booming AI demand against supply-chain risks.

Semiconductors have been the hottest sector in the market for three years. The rally doesn't look like it's over yet.

Semiconductor-chip stocks have surged over the past month and a half. We queried investment pros on whether the group has gotten over its proverbial skis.

If the market maintains its all-time highs, DIA is poised to catch up as investors seek out the relatively cheaper pockets of the large-cap universe.

Bank of America’s May Global Fund Manager Survey landed this week with a finding that should give every semiconductor bull pause. A record 73% of professional investors now call “long global semiconductors” the most crowded trade on the planet, up from 24% in April, the steepest one-month jump on record in the survey’s history of tracked positioning. Nvidia Corp. (NASDAQ:NVDA), Advanced Micro Devices Inc. (NASDAQ:AMD), Micron Technology (NASDAQ:MU) and Intel Corp. (NASDAQ:INTC) anchor that crowd

Wall Street futures pointed moderately lower pre-bell Tuesday as traders again viewed tech issues wa

<p>Nvidia reports fiscal Q1 2027 earnings Wednesday after the close, with analysts expecting $79 billion in revenue. The result will ripple across <strong>QQQ</strong>, <strong>SMH</strong>, <strong>SOXX</strong>, and every other ETF with significant Nvidia exposure — and some have far more on the line than others.</p>