VanEck is today celebrating two key milestones for its VanEck Fabless Semiconductor ETF (SMHX), which is marking its one-year anniversary and has also surpassed $100 million in assets.
Nvidia (NASDAQ: NVDA) is a major influencer of tech- and semiconductor-oriented ETFs, with a 22% weight in VanEck Semiconductor ETF and significant holdings in other funds. Its earnings can impact the performance of these ETFs, with three potential scenarios: a beat with strong guidance, in-line results, or weak performance. Suppliers and component companies may also be affected. September's earnings should provide clarity on hyperscaler spending, product roadmap, export control, and China revenue.
Small-cap stocks are struggling, while megacaps are thriving. Investors are flocking to megacap ETFs for growth, particularly in AI and semiconductors.
ETF investors face policy risk as US-China tensions affect semiconductor and precious metals markets. Nvidia and AMD stocks may suffer, while gold ETFs could benefit from tariff clarity.
AI chip stocks down as Trump announces tariffs on China and Taiwan. Big tech giants investing billions in AI infrastructure, fueling next industrial revolution.
Trump's 15% tariff on South Korea imports and $350B investment promise are shaking up ETF market. Look for gains in US infrastructure, industrials, semiconductors, and energy sectors.
