SMH's top holdings–NVDA, TSM, and AVGO–face production, geopolitical, and legal headwinds, making near-term growth prospects uncertain. Valuation metrics show significant P/S multiple expansion across ...
The VanEck Semiconductor ETF remains a Buy as semiconductor demand surges, with inventory levels dropping and sales outpacing supply. SMH's evolving portfolio increases exposure to equipment makers ...
Semiconductor stocks are taking the market by storm as investors salivate over the long-term potential of AI, and the VanEck Semiconductor ETF (NASDAQ:SMH) is up 67.9% over the past year. But SMH ...
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