MarketPulse
S

$SMH

19 articles found
16 positive
2 negative
1 neutral
BenzingaBenzinga··Piero Cingari

Nasdaq Breaks 29,000 as Chip Rally Lifts Equities to Records

Nasdaq hits 29,000 as strong jobs data and semiconductor strength drive markets to records, though software stocks tumble on weak guidance.
RKLBAMDSNDKMUMELI+23market volatilityMicron Technology
BenzingaBenzinga··Piero Cingari

S&P 500, Nasdaq Hit Records as AMD Surges 16% on AI Momentum

U.S. stocks hit fresh records May 6 as AMD and Super Micro Computer surged on AI earnings strength, while oil plunged on diplomatic hopes.
NVDAAMDMUUBERCPNG+13semiconductor stocksoil prices
The Motley FoolThe Motley Fool··James Hires

Chip Stock Selling Pressure Eases as SMH Rebounds 30% in a Month

Semiconductor ETF $SMH rebounds 30% monthly, up 40% YTD, signaling renewed investor confidence in AI chip demand amid easing selling pressure.
NVDAMUTSMAVGOSMHcapital expenditureAI infrastructure
The Motley FoolThe Motley Fool··Billy Duberstein

Chip Stocks Rally 32%: Geopolitical Relief and AI Boom Drive Semiconductor Surge

VanEck Semiconductor ETF surged 32.2% in April on geopolitical relief and strong AI-driven earnings from chip giants, though valuations remain elevated amid cyclical risks.
TSMINTCSMHASMLLRCXagentic AIAI demand
BenzingaBenzinga··Sweta Killa

Semiconductor Stocks Become Tech's 'North Star' as AI Chip Boom Reshapes Market

Semiconductor stocks now represent 41.9% of S&P 500 tech market cap and 47.1% of forward earnings, surging 27% monthly on AI chip demand.
NVDASNDKMUWDCSMH+1semiconductor stocksearnings growth
BenzingaBenzinga··Ananya Gairola

Nvidia Hits $5T Market Cap as Intel's Earnings Spark Broad Chip Rally

Nvidia reaches $5T market cap as Intel's earnings beat sparks 23.64% surge; AMD and Qualcomm also rally on sector momentum.
NVDAAMDGOOGGOOGLINTC+4earningssemiconductor stocks
BenzingaBenzinga··Erica Kollmann

Chip Sector Breaks Records: SOXX Posts Historic 17-Day Rally on Geopolitical Relief

Philadelphia Semiconductor Index achieved historic 17-day winning streak, surpassing 2014 record, driven by U.S.-Iran ceasefire and 42% surge.
NVDAAMDMUAVGOSMH+1risk appetitegeopolitical tensions
BenzingaBenzinga··Piero Cingari

Nasdaq 100 Hits Record High as Intel Surges 23% on AI Chip Demand

Nasdaq 100 reaches record highs as Intel surges 22.6% on earnings beat; semiconductor ETFs post 18th consecutive day of gains amid AI chip demand.
NVDAAMDMETAAMZNGOOG+14tech stocksAI chip demand
Investing.comInvesting.com··Itai Smidt

Tech Giants Stumble as S&P 500 Pulls Back from Record Peaks

S&P 500 retreats from record highs as tech giants disappoint on forward guidance; oil surges amid Strait of Hormuz tensions.
NFLXMSFTNOWIBMTSLA+7oil pricesS&P 500 pullback
BenzingaBenzinga··Lekha Gupta

Broadcom Defies Gravity as AI Dominance Fuels Analyst Upgrades

Broadcom shares edge higher despite overbought technicals, buoyed by Q2 guidance beating estimates and CEO projection of $100B AI revenue by 2027.
TSMAVGOSMHSOXXearnings guidanceAI chips
BenzingaBenzinga··Piero Cingari

Iran Ceasefire Triggers 15% Oil Crash, S&P 500 Soars to One-Month High

Temporary U.S.-Iran ceasefire sends WTI crude down 15.9% and sparks broad equity rally, with S&P 500 gaining 2.5% as investors embrace risk appetite.
NVDAMETAMSFTMUAMZN+20semiconductor stocksgeopolitical risk
BenzingaBenzinga··Piero Cingari

Brent Surges Past $107 as Iran Rejects Ceasefire; Equities and Gold Fall

U.S. stocks fell as Iran rejected ceasefire talks, sending Brent crude above $107. S&P 500 declined 0.7%, Nasdaq 100 fell 1%, with energy surging and tech struggling.
SNDKGOOGGOOGLXLESMH+4market volatilitygeopolitical tensions
The Motley FoolThe Motley Fool··David Dierking

Semiconductor ETF Poised for Gains as AI Infrastructure Boom Accelerates

VanEck Semiconductor ETF trades at reasonable forward P/E of 23 despite elevated trailing multiple, positioned for continued gains as AI infrastructure demand drives sector earnings growth.
SMHvaluationearnings growth
BenzingaBenzinga··Lekha Gupta

Broadcom Surges on AI Chip Momentum as Production Ramps on New Infrastructure Portfolio

Broadcom shares rally in premarket trading after announcing new AI infrastructure chips entering production and projecting Q2 revenue of $22B, significantly beating analyst estimates.
AVGOSMHSPMONUGOrevenue guidanceanalyst rating
Investing.comInvesting.com··Mike Zaccardi, Cfa, Cmt

S&P 500 Distribution Signals Emerge Amid March Volatility and Geopolitical Risks

S&P 500 shows distribution signals with break below 100-day moving average, bearish SPY top amid March volatility and earnings season.
AXPSPYCOSTAVGOXLE+6sector rotationtechnical analysis
The Motley FoolThe Motley Fool··David Dierking

Semiconductor Rally Hits Valuation Wall: Is $SMH Still a Buy After 49% Surge?

Semiconductor ETF $SMH surged 49% in 2025 on AI demand, but now trades at 45x P/E with valuation concerns limiting future gains.
NVDATSMSMHAI demandvaluation concerns
Investing.comInvesting.com··Michael Lebowitz

Software Sector Faces Divergent Outlook as AI Disruption Reshapes Competitive Landscape

Software sector down 30% amid AI disruption concerns. While AI threatens traditional SaaS models, established companies have structural advantages protecting them from commoditization.
MSFTINTUXLKAPPNPLTR+4market rotationvaluation compression
BenzingaBenzinga··Surbhi Jain

Taiwan Displaces China as Top U.S. Supplier Amid AI Hardware Demand Surge

Taiwan surpasses China as top U.S. supplier, driven by AI hardware demand and semiconductor needs. Chinese exports fell 44% in December as tariff exemptions favor Taiwan's tech sector.
NVDAAMDTSMAVGOSMH+1supply chaintariffs
Investing.comInvesting.com··Jaachi Mbachu, Aciarb

Applied Materials Posts Strong Results, Projects 20%+ Growth in Semiconductor Equipment

Applied Materials beat expectations with 20%+ growth guidance for semiconductor equipment in 2026, driven by AI demand. Stock surged 12%.
SMHASMLAMATLRCXKLACAI infrastructuresemiconductor equipment