Semiconductors ETF +1.4%
Why now
Thesis: Semiconductor leadership intact on AI demand
Catalyst to watch: Earnings from NVDA, TSM, or ASML
Main risk: Valuation and China export controls
Why it matters
Semiconductor strength reflects continued AI capex optimism across the chip complex.
Details
Semiconductors ETF (SMH) moved +1.4% in the latest period (1d). Close: 604.15, prior: 596.03.
Sources
- yfinance · finance.yahoo.com · 2026-09-23 00:00 UTC