VanEck Vectors Semiconductor UCITS ETF Accum A USD(SMH.UK)

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VanEck Vectors Semiconductor UCITS ETF Accum A USD
SMH.UK
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"AI Cloud" is back! From 2026 to now, CoreWeave has risen over 40%, and Nebius has increased nearly 30%

AI cloud trading makes a strong comeback, with funds flowing back to the computing supply side. This year, CoreWeave has risen approximately 42%, Nebius has risen approximately 28%, and IREN has risen over 53%. The rebound is driven by improved profit expectations and technical breakthroughs. TSMC's better-than-expected earnings report and capital expenditure adjustments validate the continued expansion of AI demand, with a gross margin of 62.3% alleviating concerns about a bubble

Wallstreetcn·
US
IREN
+11.43%
US
NBIS
+4.66%
US
CRWV
+6.55%
Wallstreetcn·
US
IREN
+11.43%
US
NBIS
+4.66%
US
CRWV
+6.55%

"Father of HBM": The commercialization process of High Bandwidth Flash (HBF) exceeds expectations and may be integrated into GPUs within 2-3 years, with a market size surpassing HBM

The latest prediction from Kim Joungho, known as the "father of HBM," shows that the commercialization process of High Bandwidth Flash (HBF) has significantly accelerated compared to expectations. This technology is expected to be integrated into GPU products from NVIDIA, AMD, and others within the next 2-3 years. With the tenfold capacity advantage brought by NAND stacking, HBF will fill the storage gap of HBM in AI inference scenarios. The market expects it to achieve large-scale application in the HBM6 phase, and by 2038, the market size may even surpass HBM, becoming a key force in the next generation of high-bandwidth storage

Wallstreetcn·
US
NVDY
0.00%
US
NVDA
-0.44%
US
NVDL
-0.84%
Wallstreetcn·
US
NVDY
0.00%
US
NVDA
-0.44%
US
NVDL
-0.84%

GLOBAL MARKETS-Stocks notch weekly losses, dollar up on uncertainty about Hassett's move to Fed

U.S. stocks experienced weekly losses despite strong earnings in tech and banking, with the Dow down 0.17%, S&P 500 down 0.06%, and Nasdaq down 0.06%. The dollar rose to a six-week high as President Trump suggested keeping economic adviser Kevin Hassett in his role, impacting expectations for the Fed chair position. Oil prices increased ahead of a long weekend, while gold demand waned. Treasury yields rose following Trump's remarks, and markets anticipate upcoming earnings reports from major companies like Netflix and Johnson & Johnson.

Reuters·
US
NDAQ
+0.65%
Reuters·
US
NDAQ
+0.65%

Stocks Finish Quietly Lower Amid Fed Independence Questions

The S&P 500 and Nasdaq closed slightly lower as traders reacted to President Trump's comments on the Fed and tariffs related to Greenland. Concerns over central bank independence resurfaced after Trump downplayed Kevin Hassett's chances of becoming Fed chair. While chip stocks provided some support, overall market sentiment was weighed down. Oil prices rose, while gold prices retreated from recent highs amid profit-taking and easing geopolitical tensions.

Schaeffers·
US
NDAQ
+0.65%
Schaeffers·
US
NDAQ
+0.65%

US STOCKS-Wall Street ends flat ahead of long weekend; S&P 500 down for week

U.S. stocks ended nearly flat on Friday, with the S&P 500 down 0.07% for the week, as earnings season began. Chip stocks rose, while financials faced pressure due to concerns over proposed credit card interest rate caps. Investors are cautious ahead of the long weekend, with major earnings reports expected next week from companies like Netflix and Johnson & Johnson. Market analysts anticipate choppy trading in January but hope for improved performance by month-end.

fidelity·
US
NFLX
-0.06%
US
JNJ
-0.41%
fidelity·
US
NFLX
-0.06%
US
JNJ
-0.41%
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