SMH
SMH
Semiconductor Earnings Soar 131% as SMH Drops 23%, AI Demand in Focus
Semiconductor earnings surged 131% in Q2 2026, yet SMH fell 23%. AI demand drives growth, while geopolitics and capital cycles shape investor sentiment.
SMH
Nvidia Record Q4 Fuels SMH Rally as AI Data Center Demand Surges
Nvidia's Q4 fiscal 2026 earnings beat expectations with record revenue from AI data centers, driving semiconductor ETF momentum. What traders need to know.