The VanEck Fabless Semiconductor ETF (SMHX) has fallen below key moving averages due to political concerns, creating a rare buying opportunity. Its portfolio focuses on mega-cap fabless chip designers like NVIDIA and Broadcom, positioned to benefit from strong AI demand and projected 51.1% earnings growth next year. Despite high valuations, forward earnings remain robust. Risks include potential U.S. regulations on data centers, portfolio concentration, and supply chain issues related to China and TSMC. Investors should weigh these factors when considering entry.
As of Nov 06, 2026 19:42 WIB, Nvidia (NVDA) and Broadcom (AVGO) are trading higher on Pluang, with NVDA up 3.86% at USD 188.61 and AVGO up 4.83% at USD 305.60. Despite the political concerns affecting the VanEck Fabless Semiconductor ETF, these mega-cap fabless chip designers show strong investor interest, with Broadcom seeing 59% buy orders on Pluang. The notable figure is Nvidia's market cap of $4.39 trillion, highlighting its dominant position in the sector.
Tesla plans to stop Cybertruck production by mid-2025 to prioritize the new Cybercab, aiming for public sales by the end of 2026 despite regulatory scrutiny. The Cybertruck has faced declining demand due to recalls, quality problems, and price change...
Nvidia's stock dropped 9.26%, wiping out about $450 billion in market value after U.S. midterm elections raised concerns over potential regulations slowing AI data center expansion. Despite this, Nvidia reported strong revenue growth of 105.8% year-o...
Wall Street experts disagree on the recent selloff in AI and chip stocks, with some seeing it as a delayed AI boom offering buying opportunities, while others warn AI spending could shut off suddenly, leaving no quick economic backup. Nvidia’s stock ...
Nvidia's stock fell 22% over the past month, hitting a decade-low valuation multiple of around 16.5, according to Jim Cramer. Despite the drop, Nvidia's earnings estimates for fiscal 2027 and 2028 suggest strong growth, with analysts expecting EPS to...
The market experienced a sharp sell-off, particularly impacting AI, hyperscalers, and chipmaker stocks due to political, regulatory, and capital expenditure uncertainties. Despite this, experts like Julia Ostian, Kenio Fontes, and Jack Bowman view th...
