NYSEARCA:SMH

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$504.22
-25.38 (-4.79%)
At Close: Jul 29, 2026

Investors Rotate Out of Chip Stocks

04:21pm, Tuesday, 28'th Jul 2026
Investors continued selling chip and memory stocks. The market has been spooked by concerns of tech giants' ballooning spending and signs that China may be catching up in the AI arms race. Asian chip
Shares of the State Street Financial Select Sector SPDR ETF (XLF) touched a fresh all-time high Tuesday. That gain is part of a broader shift in the market.
The VanEck Semiconductor ETF (NASDAQ:SMH) returned 45% year to date while its most famous constituent barely participated.
Investing in semiconductor stocks before the start of the artificial intelligence (AI) revolution would have produced huge returns over the past decade.
South Korea's KOSPI just suffered a historic overnight collapse, dragging Samsung and SK Hynix down double digits and sending shockwaves straight into US chip stocks before Tuesday's open. Whether thi
CNBC's Arjun Kharpal discusses The Information report that China is producing deep ultraviolet (DUV) lithography machines and unpack what it means for ASML and the broader semiconductor sector.
Caxton Associates LLP lessened its holdings in VanEck Semiconductor ETF (NASDAQ: SMH) by 75.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and
Jim Cramer is telling investors to brace for more downside in semiconductors, and his reasoning has less to do with fundamentals than with the mechanics of who is doing the selling.
The Nasdaq-100 technology index is trading in the green for 2026, but it's down 8% from its recent peak. The Roundhill Generative AI and Technology ETF is experiencing an even steeper drawdown, but it
Bank of Nova Scotia lowered its position in VanEck Semiconductor ETF (NASDAQ: SMH) by 95.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commissi
I remain structurally bullish on the AI trade despite the recent sharp selloff in chipmakers and high-multiple growth stocks, as several of them have come down to attractive levels. Google's aggressiv
Semiconductor stocks have made investors' fortunes over the past four years, and by extension, semiconductor ETFs turned into the best-performing names.
European semiconductor stocks moved sharply on Thursday after earnings updates, with Soitec surging on strong photonics demand linked to artificial intelligence applications, while ​STMicroelectroni
A White House official accused China's Moonshot of improperly using US AI models and Nvidia chips to create the Kimi K3. Here's what it means for tech and plans for a Trump-Xi summit.
Asian stocks rallied on Wednesday as investors returned to semiconductor shares after a bruising sell-off, taking their cue from a Wall Street rebound even as Brent crude pushed further above $91 a ba
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