Últimas noticias sobre VanEck Semiconductor ETF (NASDAQ:SMH)

VanEck Semiconductor ETF

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The Fund normally invests at least 80 percent of its total assets in securities that comprise the Funds benchmark index. The Semiconductor Index includes common stocks and depositary receipts of U.S. exchange-listed companies in the semiconductor industry. Such companies may include medium-capitalization companies and foreign companies that are listed on a U.S. exchange. To be initially eligible for the Semiconductor Index, companies must generate at least 50 percent of their revenues from semiconductors. Semiconductors include companies engaged primarily in the production of semiconductors and semiconductor equipment. Of the largest 50 stocks in the semiconductor industry by full market capitalization, the top 25 by free-float market capitalization (i.e., includes only shares that are readily available for trading in the market) and three month average daily trading volume are included in the Semiconductor Index.

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Las acciones de AMD caen 12,6 % por nuevas restricciones de EE.UU. sobre exportaciones de chips de IA a China. ¿Qué implicaciones tiene?

Acciones de AMD caen 12,6% por restricciones a chips IA en China

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Broadcom (AVGO) y Marvell (MRVL) lideran redes para IA y podrían disparar ingresos en 2025

Las acciones de Marvell Technology suben un 2,8 % mientras los inversores esperan los resultados de NVIDIA.

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Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) once again emerged as the world&#8217;s most valuable publicly traded company, overtaking Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) on Tuesday to reach a mind-blowing $3.45 trillion market cap. That means the chipmaker&#8217;s <a href="https://www.benzinga.com/news/large-cap/25/05/45524565/nvidias-1-trillion-comeback-shows-deepseek-no-longer-spooks-wall-street">valuation has rebounded by more than $1 trillion</a> from an 11-month low reached in early April amid heightened tariff uncertainties.
The rally in the tech giant&#8217;s stock, fueled by unrelenting demand for its high-caliber chips and data center hardware, is boosting <a href="https://www.benzinga.com/etfs">ETF portfolios</a> with high exposure to it.
With artificial-intelligence (AI) infrastructure cementing its position as the foundation of modern computing, investors are piling into Nvidia-heavy ETFs, all in on the chipmaker&#8217;s ongoing dominance of the business.
<h2 class="wp-block-heading">AI Power Play</h2>
Despite U.S. export restrictions and mounting geopolitical complications, Nvidia&#8217;s businesses have powered ahead. The company&#8217;s first-quarter <a href="https://www.benzinga.com/news/earnings/25/05/45657660/nvidia-q1-highlights-china-export-ban-hits-results-but-jensen-huang-says-demand-incredibly-strong">revenue jumped</a> 69% year-on-year to $44.06 billion, with the data center business contributing $39.1 billion alone, up 73% from last year.
The release of the chipmaker&#8217;s Blackwell GPUs, already being used in scale by Microsoft , Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>), and others, highlights the dominance of the company in AI acceleration. CEO Jensen Huang has <a href="https://www.halo-technologies.com/insights/nvidia-powers-ahead-strong-earnings-and-an-ai-future#:~:text=CEO%20Jensen%20Huang%3A%20%22AI%20Is%20Essential%20Infrastructure%22&amp;text=Countries%20around%20the%20world%20are,Jensen%20Huang%2C%20CEO%20of%20Nvidia.">said </a>that nations now see AI as &#8220;essential infrastructure,&#8221; positioning Nvidia in the midst of a global technological revolution.
The firm&#8217;s latest expansions, <a href="https://www.benzinga.com/news/25/05/45602697/abu-dhabi-backed-g42-and-igenius-team-up-to-build-europes-most-powerful-ai-supercomputer-using-nvidia-chips-in-italy">AI factories </a>in Saudi Arabia and the U.S., a new Stargate infrastructure cluster in the UAE, and China-focused chip plans, further bolster its global ambitions.
<h2 class="wp-block-heading">Why This Matters For ETFs</h2>
The market&#8217;s renewed optimism on Nvidia is spreading through AI and semiconductor ETFs, many of which have large allocations to the stock. Below are some of the most significant such ETFs investors are watching, and each is up more than 10% in the past month:
<figure class="wp-block-table"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>ETF Name</td>
<td>NVIDIA Allocation</td>
</tr>
<tr>
<td>VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>)</td>
<td>21.48%</td>
</tr>
<tr>
<td>Strive U.S. Semiconductor ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHOC#NYSE">SHOC</a>)</td>
<td>23.22%</td>
</tr>
<tr>
<td>VanEck Fabless Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMHX#NASDAQ">SMHX</a>)</td>
<td>21.09%</td>
</tr>
<tr>
<td>YieldMax Target 12 Semiconductor Option Income ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SOXY#NYSE">SOXY</a>)</td>
<td>19.37%</td>
</tr>
</tbody>
</table>
</figure>
These ETFs provide diversified exposure to semiconductors but are obviously riding Nvidia&#8217;s dominance in the AI gold rush.
<h2 class="wp-block-heading">For The Daring: Single-Stock Leverage Plays</h2>
Risk-loving investors can also use leveraged single-stock ETFs that provide double daily exposure to Nvidia:
T-REX 2X Long NVIDIA Daily Target ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/NVDX#BATS">NVDX</a>), up more than 50% in the past month.
GraniteShares 2x Long NVDA Daily ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDL#NASDAQ">NVDL</a>), up more than 52% in the past month.
These tools, although risky, offer leveraged returns directly correlated with Nvidia stock movements, perfect for those bullish on sustained AI momentum.
<h2 class="wp-block-heading">Bottom Line</h2>
Nvidia reclaiming market-cap crown is more than just a symbolic win. It&#8217;s a turning point in the evolution of the market, with AI infrastructure now at the forefront of portfolio strategies. For ETF investors, this translates to staying on top of those funds with high Nvidia exposure, not merely for what they own today, but for what the future of technology is quickly becoming.
Read Next: 
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<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/06/45790867/how-nvidias-10-ripple-effect-could-lift-adobe-salesforce-servicenow">How Nvidia&#8217;s $10 Ripple Effect Could Lift Adobe, Salesforce, ServiceNow</a></li>
</ul>
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Nvidia Beats Microsoft To Be The Biggest Of The Big: Here Are 6 ETFs Riding Its Trillion-Dollar Rebound

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Shares of several semiconductor companies are trading higher amid GlobalFoundries' announcement to commit $16 billion towards US chip expansion, which may be buoying investor sentiment towards the space.

GlobalFoundries Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GFS#NASDAQ">GFS</a>) <a href="https://www.benzinga.com/pressreleases/25/06/g45768528/globalfoundries-announces-16b-u-s-investment-to-reshore-essential-chip-manufacturing-and-accelerat" target="_blank" rel="noreferrer noopener">plans to inject $16 billion</a> into expanding its semiconductor manufacturing and packaging operations across New York and Vermont facilities.
What Happened: The company announced on Wednesday that it aims to boost domestic chipmaking. 
The funding includes $13 billion for facility expansion and $3 billion for R&amp;D. The focus is on silicon photonics, GaN power technologies, and advanced packaging.
The announcement comes after the launch of the New York Advanced Packaging and Photonics Center—the first U.S.-based facility dedicated to silicon photonics packaging.
Also Read: <a href="https://www.benzinga.com/markets/large-cap/25/06/45748492/taiwan-semiconductors-japan-chip-factory-faces-delays-while-us-expansion-takes-priority" target="_blank" rel="noreferrer noopener">Taiwan Semiconductor&#8217;s Japan Chip Factory Faces Delays, While U.S. Expansion Takes Priority</a>
Why It Matters: CEO Tim Breen said the AI boom is fueling demand for GF&#8217;s technologies. The company makes a proprietary FDX platform and silicon photonics solutions.
GlobalFoundries aims to support next-gen data centers and edge devices with energy-efficient, high-performance chips built in America.
Commerce Secretary Howard Lutnick said the move exemplifies America&#8217;s latest reshoring efforts under the Trump administration.
Industry leaders, including Apple Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) Tim Cook, SpaceX&#8216;s Gwynne Shotwell, Advanced Micro Devices Inc.&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) Lisa Su, and Qualcomm&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) Cristiano Amon, voiced support, citing the importance of a reliable U.S. semiconductor supply chain.
Related ETFs: iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) and VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>).
Price Action: GFS shares are trading higher by 1.50% at $37.42 on the last check on Wednesday.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/tech/25/06/45769527/trump-threatened-tariffs-on-apple-and-mattel-why-the-barbie-maker-could-slide-free-but-tim-cooks-company-might-not" target="_blank" rel="noreferrer noopener">Trump Threatened Tariffs On Apple And Mattel—Why The Barbie Maker Could Slide Free, But Tim Cook&#8217;s Company Might Not</a></li>
</ul>
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GlobalFoundries Commits $16 Billion To US Chip Expansion As AI Drives Demand

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Shares of chip stocks are trading lower amid reports indicating the Trump administration is planning wider China tech restrictions.

The Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), an <a href="https://www.benzinga.com/etfs">ETF that mirrors the tech-heavy Nasdaq 100 index</a>, is charging through May like it had a triple shot of AI-fueled espresso, with two old friends to thank: Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>).
With only one trading day remaining in the month, QQQ has gained almost 10%, and is set to post its strongest monthly performance since 2023. The surge has been powered by Nvidia&#8217;s solid earnings and Tesla&#8217;s resurgence.
Nvidia, QQQ&#8217;s second-largest position, got the ball rolling with <a href="https://www.benzinga.com/news/earnings/25/05/45657660/nvidia-q1-highlights-china-export-ban-hits-results-but-jensen-huang-says-demand-incredibly-strong">fiscal Q1 results that did not disappoint</a>. The chip giant reported adjusted EPS of $0.96 and revenue of $44.1 billion. The shares surged 4.5% after hours on Wednesday, pulling QQQ 0.6% higher. On Thursday, NVDA is up 4.04% and QQQ, 0.4% as of 1 p.m ET.
Also Read: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45675006/nvidia-stock-has-significant-upside-as-ai-godfather-jensen-huang-delivers-another-robust-quarter">Nvidia Stock Has &#8216;Significant Upside&#8217; As AI &#8216;Godfather&#8217; Jensen Huang Delivers Another &#8216;Robust Quarter&#8217;</a>
Although Q2 revenue guidance was a bit short of the mark at $45 billion, factoring in a potential $8 billion decline from continued U.S. export bans on its H20 chips in China, Nvidia&#8217;s data center division, the jewel of its AI crown, brought in a whopping $39.1 billion, with solid demand in evidence.
Meanwhile, Tesla has <a href="https://www.benzinga.com/25/05/45668119/tesla-rides-a-bullish-wave-as-byd-slashes-prices-whos-really-winning-the-ev-war">accelerated its way back into investors&#8217; favor</a>. Stock is up almost 24% for May, the strongest month since November 2024 for the EV manufacturer. QQQ, whose top 10 holdings include Tesla, is obviously riding the momentum.
The reversal comes as Elon Musk completes his time with the Department of Government Efficiency (DOGE). Investors welcomed Musk&#8217;s renewed emphasis on Tesla&#8217;s AI and full self-driving prospects, and Wedbush&#8217;s Dan Ives hailed Tesla as the &#8220;most undervalued AI play&#8221; on the market.
ETF Ecosystem: Nvidia And Tesla Everywhere
Nvidia isn&#8217;t just juicing QQQ; it&#8217;s ubiquitous. According to Etf.com, over 625 U.S.-listed ETFs own NVDA stock. Among those ETFs is the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>), which carries a substantial 21% weightage. That ETF also benefited from Nvidia&#8217;s earnings day.
Tesla&#8217;s resurgence, though less pervasive in ETF land, is proving to have a significant impact for QQQ due to its large-cap weighting and effect on the Nasdaq 100&#8217;s performance.
Bottom Line: QQQ&#8217;s High-Octane May
With AI darlings and EV titans firing on full cylinders, QQQ is racing towards a record May close. Nvidia&#8217;s earnings momentum and Tesla&#8217;s narrative reversal have made the ideal cocktail of tech optimism.
Read Next: 
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<li><a href="https://www.benzinga.com/etfs/specialty-etfs/25/05/45676519/bullion-to-blockchain-why-gen-z-may-never-buy-a-gold-etf">Bullion To Blockchain: Why Gen Z May Never Buy A Gold ETF</a></li>
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Benzinga Market Summary: Trump Tariffs Struck Down By Federal Court, NVIDIA Rises On Earnings Beat, Tesla Rises As Musk's Government Role Concludes

As Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) gets set to report earnings on Wednesday, ETF investors are looking for more than just numbers, they are looking for big, bold, silicon-fueled signs. And nothing shouts &#8220;next catalyst&#8221; louder than Oracle Corp&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NASDAQ">ORCL</a>) <a href="https://www.benzinga.com/markets/equities/25/05/45599854/oracle-to-spend-40-billion-on-nvidia-gb200-chips-for-openais-texas-data-center-report">$40 billion chip binge for its Texas-based OpenAI data center</a>.
The acquisition? Nvidia&#8217;s compute-dense Blackwell GPUs, which are aimed at powering the next wave of generative AI. The risk? Potentially huge for <a href="https://www.benzinga.com/etfs">chip-loaded ETFs</a>.
Also Read: <a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/05/45627370/etf-showdown-voo-gains-billions-while-spy-ivv-bleed-cash">ETF Showdown: VOO Gains Billions While SPY, IVV Bleed Cash</a>
More Than Just Hype
Oracle&#8217;s giant order isn&#8217;t a shiny headline moment; it&#8217;s a warning sign that hyperscalers are going all-in on AI infrastructure, and Nvidia remains the only true arms dealer in this emerging digital arms race.
The acquisition may:
<ul class="wp-block-list">
<li>Solidify Nvidia&#8217;s status as the default provider of enterprise AI.</li>
<li>Encourage similar purchases by cloud competitors Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Amazon (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), and Alphabet (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>).</li>
<li>Cause a new rotation of capital into <a href="https://www.benzinga.com/topic/semiconductors">semiconductor and AI ETFs</a>.</li>
</ul>
ETF Exposure: Who&#8217;s Most At Risk, Or Reward?
Oracle&#8217;s $40 billion play set a fire under Nvidia, and these ETFs are leading the charge for the resulting heat:
VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>): Nvidia is its flagship, accounting for a ~21% weighting. A post-earnings rally ignited by the Oracle deal has the potential to rocket SMH into the stratosphere.
iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>): More diversified than SMH, yet Nvidia-dominant (~8–10%). Good upside if Nvidia&#8217;s earnings show the Oracle contract to its full extent.
Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>): Not technically semiconductors, but strongly AI-focused. The Oracle-Nvidia-OpenAI triangle is right in its thematic sweet spot.
Roundhill Generative AI &amp; Technology ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHAT#NYSE">CHAT</a>): One of the more recent entrants to the market, purely dedicated to generative AI. Nvidia&#8217;s leadership in model training infrastructure makes CHAT happy, as the chip giant holds the top position in this fund&#8217;s portfolio.
Also Read: <a href="https://www.benzinga.com/25/05/45612246/nvidia-to-be-hit-by-china-chip-export-curbs-or-deliver-q2-guidance-surprise-after-middle-east-dealmaking-heres-what-charts-show-ahead-of-q1-results">Nvidia To Be Hit By China Chip Export Curbs Or Deliver Q2 Guidance Surprise After Middle East Deal? Here&#8217;s What Charts Show Ahead Of Q1 Results</a>
ETF Traders Are Watching Nvidia&#8217;s Guidance Like Hawks
The deal alone might not appear in full in Q1 figures, but traders are focused on Q2 and full-year guidance. If Nvidia is guiding for high revenue growth correlated to enterprise AI demand, it would provoke:
<ul class="wp-block-list">
<li>A turn back into semiconductors, particularly following recent margin concerns.</li>
<li>Thematic ETF flows, as fund managers pursue AI stories with worldwide tailwinds.</li>
<li>Risk repricing, with the Middle East, Oracle, and cloud providers now positioned as Nvidia&#8217;s growth drivers, instead of China.</li>
</ul>
The Catalyst May Already Be Here
For ETF observers, Nvidia&#8217;s report may be less about the last quarter and more about the Blackwell-driven future. The Oracle deal is huge, but if it is just the beginning, ETF traders may be onto a sector re-rating.
Because when a single tech giant spends $40 billion on chips, the ripple effect does not end at one stock, it resonates across an entire ecosystem of ETFs.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45616366/nvidias-q1-earnings-loom-while-amds-edge-ai-bet-could-change-the-narrative">Nvidia&#8217;s Q1 Earnings Loom, While AMD&#8217;s Edge AI Bet Could Change The Narrative</a></li>
</ul>
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CHAT

ORCL

Nvidia's $40 Billion Oracle Win May Trigger A Chip-ETF Rally

As Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) prepares to report earnings on Wednesday, investors are not simply waiting for numbers; they&#8217;re listening for a seismic shift in chip geopolitics. With China sales squeezed by a regulatory vise and the <a href="https://www.benzinga.com/news/25/05/45602111/600b-ai-opportunity-nvidias-18000-chip-deal-with-saudi-arabias-humain-puts-middle-east-front-of-the-line-says-wedbushs-dan-ives">Middle East stepping up as an unlikely new purchaser of AI brawn</a>, the question hangs: Will Nvidia&#8217;s transformation remake the semiconductor map and the ETFs that follow it?
Welcome to the era of ETF-lation, where macro headwinds and AI ambitions cross paths to challenge the durability of <a href="https://www.benzinga.com/etfs">chip-laden ETFs</a>.
From Sanctions To Sand Dunes: Nvidia&#8217;s AI Detour
Following a $5.5 billion blow from U.S. export curbs on its H20 chips to China, Nvidia is making lemonade from silicon. Recent transactions in the Middle East, such as the sale of 18,000 Blackwell chips to Saudi Arabia&#8217;s Humain and a multi-country collaboration with the UAE to <a href="https://www.benzinga.com/news/25/05/45602697/abu-dhabi-backed-g42-and-igenius-team-up-to-build-europes-most-powerful-ai-supercomputer-using-nvidia-chips-in-italy">establish an AI campus</a>, are turning out to be the company&#8217;s new money-making frontier.
These transactions won&#8217;t entirely recoup the estimated $15 billion in FY26 lost sales associated with the ban, but they provide a compelling second-quarter narrative, particularly as President Trump&#8217;s latest Middle Eastern dealstorm puts U.S. tech back on regional center stage.
Also Read: <a href="https://www.benzinga.com/25/05/45292701/alarm-bells-ring-for-nvidia-as-a-likely-98-billion-blow-threatens-an-nvda-stock-crash-the-etfs-most-at-risk-or-opportunity">Alarm Bells For Nvidia As $9.8 Billion Blow Threatens A Crash: ETFs With Most Risk Or Opportunity</a>
ETF Exposure: Who Has the Most Skin In The Chip Game?
For investors in ETFs, Nvidia&#8217;s shift has ripple effects. <a href="https://www.benzinga.com/topic/semiconductors">Semiconductors are notoriously cyclical</a>, but AI is a different game. Here&#8217;s how the most chip-dense funds:
VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>): Nvidia carries the heaviest weight (~21%), so this fund is the most sensitive to tomorrow&#8217;s earnings pyrotechnics whether good or bad.
iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>): As a leading holding (around 8-10%), Nvidia puts SOXX on more diversified exposure of old-line chipmakers such as Intel (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) and Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>).
Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>): Less silicon than AI, but still bouncing off the coattails of Nvidia. Middle East alliances would add fuel to AIQ&#8217;s thematic growth story.
Also Read: <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45616366/nvidias-q1-earnings-loom-while-amds-edge-ai-bet-could-change-the-narrative">Nvidia&#8217;s Q1 Earnings Loom, While AMD&#8217;s Edge AI Bet Could Change The Narrative</a>
How A Strong Q2 Outlook Could Rewire Chip ETFs
The newly signed Saudi Arabian deals, especially the sale of 18,000 Blackwell chips to Humain, may provide a strong upside shock to Nvidia&#8217;s second-quarter outlook. If Nvidia&#8217;s management hints that these Middle Eastern deals are driving good revenue growth, it will do more than just support the stock price.
SMH and SOXX might experience a new wave of investor capital as excitement over Nvidia&#8217;s refreshed growth pipeline revives semiconductor exposure confidence. A robust Q2 outlook might lead portfolio managers to add weighting to Nvidia or position more aggressively in chipmakers with exposure to increasing AI infrastructure in the Gulf.
AI-themed ETFs such as AIQ and ROBO Global Robotics and Automation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROBO#NYSE">ROBO</a>) may catch the narrative wave and receive flows from investors looking to support the &#8216;new AI frontier&#8217; beyond China. This would broaden their theme appeal among global AI growth hunters.
A surprise positive would also mute fears over the $5.5 billion write-off and margin squeeze, cooling the downside pressures that have weighed on chip ETFs in the last few weeks.
Risk, Meet Rotation
<a href="https://www.benzinga.com/25/05/45612246/nvidia-to-be-hit-by-china-chip-export-curbs-or-deliver-q2-guidance-surprise-after-middle-east-dealmaking-heres-what-charts-show-ahead-of-q1-results">Bank of America cautioned a gross margin decline</a>, from 71% to 58%, as a result of the $5.5 billion inventory write-down. Pro forma EPS could miss consensus by up to 16%, declining to $0.74. Nonetheless, the company has a &#8220;Buy&#8221; rating with a $160 price target, depending on long-term AI tailwinds.
This presents a strategic dilemma to ETF investors: double down on semiconductors or swing into more diversified technology and AI funds?
Consider these two strategic plays:
Hold the line on concentrated exposure (SMH/SOXX) if you&#8217;re confident in Middle East-led growth.
Swing into AI-themed ETFs like ROBO, THNQ, or even WTAI for a more diversified innovation play with less Nvidia sensitivity.
Bottom Line: A Fork In The AI Road
As tensions between the U.S. and China heighten and AI infrastructure explodes elsewhere, ETF managers might have to reevaluate country-specific threats and demand pipelines.
If Nvidia reports high guidance tomorrow, chip-heavy funds can take off. If it doesn&#8217;t, investors might begin to look around for who&#8217;s next in the AI battle and which ETFs are best poised to profit.
Either way, the silicon tale is no longer an American or a Chinese one; it&#8217;s global, geopolitical, and coming directly into your ETF screen.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/broad-u-s-equity-etfs/25/05/45627370/etf-showdown-voo-gains-billions-while-spy-ivv-bleed-cash">ETF Showdown: VOO Gains Billions While SPY, IVV Bleed Cash</a></li>
</ul>
Photo: Shutterstock

ROBO

Nvidia's Q1 Earnings May Mark A Turning Point For Chip ETFs

Shares of NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Advanced Micro Devices Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) surged Tuesday following President Donald Trump's decision to <a href="https://www.benzinga.com/government/regulations/25/05/45627060/wall-street-rockets-as-bond-yields-drop-tesla-hits-3-month-highs-whats-driving-markets-tuesday">postpone</a> sweeping tariffs on European Union imports. The move sparked a sharp rebound in U.S. markets, with the Nasdaq jumping nearly 2.4% and tech stocks leading the rally.
What To Know: President Donald Trump had threatened to <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45585283/trump-tariff-threat-hits-europe-stocks-sink-as-50-duties-loom">impose 50% tariffs</a> on EU goods beginning June 1, but delayed the action to July 9, signaling openness to further negotiations. The reprieve alleviated investor fears of escalating trade tensions, driving gains across major indexes and particularly benefiting the technology sector.
Read Also: <a href="https://www.benzinga.com/news/25/05/45623941/tesla-stock-rises-as-elon-musk-pledges-renewed-focus-on-company-whats-going-on">Tesla Stock Rises As Elon Musk Pledges Renewed Focus On Company: What&#8217;s Going On?</a>
Nvidia rose 2.9% on the news, while AMD also gained 3.8%, buoyed by improved market sentiment and sector momentum. Investors are optimistic ahead of Nvidia's <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45616366/nvidias-q1-earnings-loom-while-amds-edge-ai-bet-could-change-the-narrative">first-quarter earnings</a> report due Wednesday, which is expected to show earnings per share of $0.88 and revenue topping $43 billion.
The tariff delay comes at a critical time, as markets recently struggled with economic headwinds, including a U.S. credit rating downgrade and rising Treasury yields. With geopolitical tensions easing, at least temporarily, and <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45608914/nvidia-earnings-on-deck-can-ai-darling-beat-the-streets-high-bar-amid-china-headwin">key earnings</a> on deck, tech stocks like Nvidia and AMD were poised to benefit Tuesday from renewed investor confidence.
Investors can gain exposure to&nbsp;AMD and NVDA by&nbsp;investing&nbsp;in the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>).
<h1 class="wp-block-heading">How To Buy NVDA, AMD Stock</h1>
Besides going to a brokerage platform to purchase a share — or fractional share — of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument.
For example, in these two stock cases, it is in the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.
According to data from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>, AMD has a 52-week high of $187.28 and a 52-week low of $76.48; Nvidia has a 52-week high of $153.13 and a 52-week low of $86.63, as of publication on Tuesday.
Read Next: 
•&nbsp;<a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45616116/trumps-tariffs-may-trigger-an-inflation-shock-but-not-a-lasting-one-goldman-sachs-says" target="_blank" rel="noreferrer noopener">Trump's Tariffs May Trigger An Inflation Shock – But Not A Lasting One, Goldman Sachs Says</a>
Photo: Shutterstock

Movers

NVIDIA, AMD Shares Climb As Tariff Delay Boosts Tech Sector: What's Going On?

Shares of chip stocks are trading higher, possibly amid overall market strength after President Trump delayed 50% EU tariffs to July. Additionally, the sector may be up in anticipation of NVIDIA's upcoming Q1 report.

The latest salvos from AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) suggest that the AI arms race is just heating up. As both chip giants make major moves, ETF investors might want to buckle up. The silicon showdown is powering up three key <a href="https://www.benzinga.com/etfs">ETFs with wide exposure to this high-stakes drama</a>.
Three ETFs With Front-Row Seats To The Chip Wars
Before jumping into the silicon slugfest, let&#8217;s examine where investors are quietly piling up for the next stage of AI-infused growth:
VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>)
Both Nvidia and AMD are among SMH&#8217;s top five holdings (with Nvidia enjoying the biggest chunk of the portfolio), making it the ETF for those seeking a taste of both old-school dominance and emerging underdog traction. With semiconductor demand surging, particularly in AI hardware, SMH provides a balanced means to bet on both sides of this GPU war. The fund price has surged more than 26% in the past month.
Global X Robotics &amp; Artificial Intelligence ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BOTZ#NASDAQ">BOTZ</a>)
BOTZ is focused on the AI and automation ecosystem. With exposure to Nvidia and other players in the AI infrastructure space, this fund is well-placed to take advantage of the <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45424189/nvidia-amazon-tesla-palantir-among-top-beneficiaries-of-1-trillion-saudi-arabia-ai-push-analyst-says" target="_blank" rel="noopener">Saudi Arabian $1 trillion AI initiative</a>, autonomous robotics growth, and accelerated chip adoption in enterprises. The fund is up more than 15% in the past month.
iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>)
SOXX moves into chipmakers fueling both data center acceleration and consumer tech demand. AMD&#8217;s RX 9060 XT and Nvidia&#8217;s new RTX 5060 make SOXX an ETF to consider for investors seeking exposure to the retail gaming space, a category often overlooked in the context of institutional AI mania. The ETF has gained more than 24% in the past month.
AMD: A Threadripper Awakening At Computex
At Computex 2025,<a href="https://www.benzinga.com/tech/25/05/45542185/amd-unveils-powerful-new-ai-gaming-chips-at-computex-to-challenge-nvidia"> AMD launched a trifecta of innovation</a>: the Radeon RX 9060 XT, the Radeon AI PRO R9700, and the Ryzen Threadripper 9000 Series. Based on AMD&#8217;s RDNA 4 architecture, the new GPUs introduce 1440p gaming, ML-upscaled upscaling, and second-gen AI acceleration to workstations and desktops, intriguing both gaming and enterprise communities.
AMD&#8217;s Q1 earnings flexed financial muscle to match: Revenue: $7.44 billion (+36% YoY), EPS: 96 cents (beat expectations), buyback: <a href="https://www.benzinga.com/news/buybacks/25/05/45410939/amd-stock-pops-on-6-billion-buyback-plan-us-tariff-ease">$6 billion approved</a>, taking total authorization to $10 billion.
Add to that a growing presence in hyperscaler contracts and strong analyst conviction, with Bank of America's<a href="https://www.benzinga.com/analyst-ratings/price-target/25/05/45548891/amd-could-see-eps-upside-by-2027-despite-nvidias-over-80-market-share-analyst"> Vivek Arya recently giving AMD a $130 price target</a>, and you've got a comeback narrative investors can't ignore.
Nvidia: Still the King
While AMD arrived in Taipei with pricing and performance muscle, Nvidia slipped under the radar and reminded everyone who&#8217;s boss by inking a historic deal with <a href="https://www.benzinga.com/news/large-cap/25/05/45405067/saudi-arabia-bets-big-on-ai-teams-up-with-aws-and-nvidia">Saudi Arabia&#8217;s AI branch, Humain</a>. The deal stipulates that Nvidia will use 18,000 Blackwell chips to construct a Saudi supercomputer, part of a Vision 2030 master plan to establish Riyadh as a global AI hub.
xAI, Elon Musk&#8217;s AI initiative, indicated intent to initially deploy Nvidia GPUs &#8220;and some from AMD,&#8221; as Musk joked. Though that sounds more like &#8220;AMD in case of an emergency,&#8221; it&#8217;s a significant endorsement that the chipmaker is now viewed as a legitimate alternative in big-scale AI workloads.
Final Byte
With AMD aiming higher and Nvidia going global, ETFs like SMH, BOTZ, and SOXX aren't just passive plays, they&#8217;re strategic AI allocations in disguise. For investors looking to tap into the chip wars without rolling the dice on single names, these funds are battle-tested and portfolio-ready.
In the silicon arena, it&#8217;s no longer about who&#8217;s faster. It&#8217;s about who powers the future and who profits from it.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/global/25/05/45571270/byd-outsells-tesla-in-europe-but-these-etfs-still-back-elons-ev-empire">BYD Outsells Tesla In Europe, But These ETFs Still Back Elon&#8217;s EV Empire</a></li>
</ul>
Photo: Shutterstock

BOTZ

Nvidia, AMD And The AI Arms Race: 3 Explosive ETFs To Watch Right Now

Shares of semiconductor and chip stocks are trading higher as investors assess US-China trade progress and Saudi Arabia deals.

Shares of chip stocks are higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. A reduction in tariffs could alleviate some supply chain concerns and improve macro sentiment as well as demand visibility.

$BTC

Benzinga Market Summary: S&P Rises As Trump Unveils UK Trade Framework, Bitcoin Surpasses $100K, Chip Stocks Higher Following Wednesday Report Suggesting Trump Will Rescind Global Chip Curbs

Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Wall Street&#8217;s AI poster child and heart of the generative tech revolution, may have just experienced a voltage dip. The company&#8217;s largest growth driver, its <a href="https://www.benzinga.com/topic/nvidia">data center revenue</a>, is reportedly heading for a $9.8 billion-sized pothole should capital spending grind to a halt and Chinese demand continue to flatline, according to a new note from Piper Sandler.
Analyst Harsh Kumar cautioned that, worst case, around 6.45% of Nvidia&#8217;s data center revenue might be in jeopardy, exposed to capex cuts across data center end markets. If that materializes, he expects the share price to drop to $76.25, assuming a 25x multiple. That&#8217;s a far cry from the company&#8217;s reaffirmed $150 price target.
So, what&#8217;s an ETF investor to do when their artificially intelligent knight starts showing signs of rust? Here&#8217;s a glance at the <a href="https://www.benzinga.com/etfs">funds that might mitigate the pain</a>, or grab the opportunity.
Also Read: <a href="https://www.benzinga.com/etfs/specialty-etfs/25/04/44854262/chipwrecked-nvidias-export-ban-triggers-etf-meltdown-and-one-big-winner">Chipwrecked: Nvidia&#8217;s Export Ban Triggers ETF Meltdown (And One Big Winner)</a>
<ol>
<li>Nvidia Sneezes, They Catch A Cold</li>
</ol>
VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) – With more than 20% of its positions in NVDA, SMH is essentially a fan club. Wonderful during an AI bubble; dangerous when storms brew.
iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) – Likewise Nvidia-heavy at about 8–10% exposure, it&#8217;s a diversified play but still has significant downside risk if the GPU king falls.
Direxion Daily NVDA Bull 1.5X Shares (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDU#NASDAQ">NVDU</a>) – For those who prefer their risk leveraged and their stomachs iron-clad.
The bottom line is that these are high-octane plays—gorgeous on the way up, but can&#8217;t wait for a seatbelt on the way down.
<ol start="2">
<li>The Gentle Gliders</li>
</ol>
ROBO Global Robotics and Automation ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROBO#NYSE">ROBO</a>) – Holds Nvidia, sure, but also a global buffet of robotics, automation, and industrial AI plays.
Global X Robotics &amp; Artificial Intelligence ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BOTZ#NASDAQ">BOTZ</a>) – Nvidia&#8217;s in there, but BOTZ offers more geographic diversification.
WisdomTree Artificial Intelligence and Innovation Fund (BATS:<a class="ticker" href="https://www.benzinga.com/stock/WTAI#BATS">WTAI</a>) – A thematic newcomer that bets on AI's long-term arc without going all-in on Nvidia.
<ol start="3">
<li>Safety First: Dividend &amp; Low-Volatility Tech Funds</li>
</ol>
First Trust NASDAQ Technology Dividend Index Fund (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TDIV#NASDAQ">TDIV</a>) – Taps income-tech with light exposure to Nvidia.
Invesco S&amp;P 500 Low Volatility ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPLV#NYSE">SPLV</a>) – Not tech-narrow, but defensive sanctuary should markets turn down.
Invesco QQQ ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) – Still owns Nvidia, but watered down by a who&#8217;s-who of mega-cap tech; more of a tech index security blanket.
<ol start="4">
<li>The Contrarians: Betting on a Burnout</li>
</ol>
Direxion Daily Semiconductor Bear 3X Shares (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SOXS#NYSE">SOXS</a>) – Triple-leveraged short exposure to semis. Not for the faint of heart or long-term holders.
AXS Short Innovation Daily ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SARK#NASDAQ">SARK</a>) – Playing against the ARK Innovation ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ARKK#BATS">ARKK</a>), which typically reflects sentiment across names such as Nvidia, Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), etc.
Caveat emptor: These aren&#8217;t hedges; they&#8217;re tactical nukes. It&#8217;s wise to assess your risk appetite before investing.
Also Read: <a href="https://www.benzinga.com/tech/25/05/45235394/nvidia-broadcom-lead-fund-manager-buys-even-as-semiconductor-sector-cools-analysts">Nvidia, Broadcom Lead Fund Manager Buys Even As Semiconductor Sector Cools: Analysts</a>
The Bigger Picture
Piper Sandler issued a cautionary note, but they remain bullish on Nvidia in the long run, reiterating its Overweight rating. The firm is still the unchallenged leader in AI infrastructure, with increasing sales of its Blackwell AI supercomputers and a strong lead in GPU-based AI acceleration.
However, future Q1 earnings and trade headwinds, particularly new U.S. export controls on AI chips, may test investors&#8217; conviction.
Nvidia will report Q1 in late May, with the Street looking for EPS of $0.89 (a 45% YoY increase) and revenue of $43 billion (a 65% gain), according to Forbes. If these figures hold or even beat to the upside, current pessimism could prove short-lived.
Final Byte
For ETF investors, the Nvidia wobble is not a cause for alarm. It&#8217;s a reminder to examine exposure, diversify carefully and perhaps have a few hedges up one&#8217;s sleeve. As with everything AI, the future is rosy but perhaps best seen through a slightly risk-adjusted pair of glasses.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/etfs/specialty-etfs/25/05/45235676/exclusive-expert-explains-how-this-gold-etf-lets-you-physically-hold-your-wealth-and-why-investors-are-quietly-rushing-in">Exclusive: Expert Explains How This Gold ETF Lets You Physically Hold Your Wealth And Why Investors Are Quietly Rushing In</a></li>
</ul>
Photo: Shutterstock

ARKK

NVDU

SARK

Direxion Daily Semiconductor Bear 3X Shares

SOXS

PowerShares S&P 500 Low Volatility Portfolio

SPLV

TDIV

WisdomTree Trust WisdomTree Artificial Intelligence and Innovation Fund

WTAI

Alarm Bells For Nvidia As $9.8 Billion Blow Threatens A Crash: ETFs With Most Risk Or Opportunity

ACMR

FORM

HIMX

SMTC

Shares of chip stocks are trading higher amid overall market strength on reports indicating China is assessing US trade talks. Additionally, jobs data may be easing some market fears. NVIDIA shares rose on reports indicating the company is working on China-tailored chips.

SMCI

Shares of semiconductor stocks are trading higher following strong earnings from Microsoft and Meta.

Qualcomm Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QCOM#NASDAQ">QCOM</a>) will report its second-quarter earnings on Wednesday. As the company reports after market hours, Wall Street expects $2.81 in EPS and <a href="https://www.benzinga.com/topic/semiconductors">$10.65 billion in revenues</a>.
The stock is down 11.44% over the past year, 4.40% YTD. Despite the decline, Qualcomm stock has been an outperformer in the chip sector so far this year. The iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) is down over 15% YTD while the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) is down 14%.
Wednesday's post-close earnings will put that momentum to the test. Beyond the headline numbers, Wall Street is laser-focused on two flashpoints: the potential impact of renewed Trump-era tariffs and any hints about Apple Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) <a href="https://benzinga.com/etfs/specialty-etfs/25/02/43888012/apples-in-house-modem-chip-sparks-qualcomm-concerns-3-etfs-with-key-exposure">expected phase-out of Qualcomm's modem chips</a>.
Let&#8217;s examine the charts for Qualcomm stock and how it currently compares to Wall Street estimates.
Read Also: <a href="https://www.benzinga.com/25/04/45006138/smarter-cars-ahead-visteon-qualcomm-unveil-ai-cockpit-system">Visteon, Qualcomm Unveil AI Cockpit System For Smart Cars</a>
<h2 class="wp-block-heading">QCOM Stock Chart Mixed Ahead Of Q2 Earnings</h2>
Qualcomm stock is treading water ahead of earnings, with technical indicators painting a mixed picture for investors.
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0430"><img loading="lazy" decoding="async" width="627" height="489" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30064138/Screenshot-2025-04-30-at-4.10.36-PM.png" alt="" class="wp-image-894586" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30064138/Screenshot-2025-04-30-at-4.10.36-PM.png 627w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/30064138/Screenshot-2025-04-30-at-4.10.36-PM-300x234.png 300w" sizes="(max-width: 627px) 100vw, 627px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0430">Chart created using Benzinga Pro</a>
Qualcomm stock, at $146.88, is showing slight selling pressure and a relatively stagnant trend. However, short-term momentum leans bullish, with Qualcomm trading above its eight-day and 20-day simple moving averages ($142.78 and $140.07, respectively). This positioning typically suggests underlying strength and potential for a near-term move higher.
That said, medium- to longer-term signals flash caution. Qualcomm stock is still below its 50-day simple moving average of $151.38 and well beneath its 200-day simple moving average of $163.63 &#8211; both bearish indicators that imply resistance and a broader downtrend. 
The Moving Average Convergence Divergence (MACD) sits at a negative 1.61, reinforcing the bearish undertone, while the Relative Strength Index (RSI) at 52.22 signals a neutral stance, suggesting QCOM stock is neither overbought nor oversold. 
For investors, this setup suggests cautious optimism in the short term, but a clearer breakout or breakdown post-earnings could be needed to set the tone for what's next.
<h2 class="wp-block-heading">Qualcomm Analysts See Over 10% Upside</h2>
Ratings &amp; Consensus Estimates:<a href="https://www.benzinga.com/quote/QCOM/analyst-ratings" target="_blank" rel="noreferrer noopener"> The consensus analyst rating</a> on Qualcomm stock stands at a Buy currently with a price target of $193.41 a share. The latest analyst ratings from JPMorgan, Citigroup and TD Cowen imply a 10.39% upside for QCOM stock.
Price Action: Qualcomm stock closed the trading day Tuesday at $146.88, down 0.50%.
Read Next: 
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<li><a href="https://www.benzinga.com/news/global/25/04/45094345/as-chinas-manufacturing-contracts-beijing-releases-defiant-video-calling-us-a-paper-tiger-and-vows-to-never-kneel-to-trumps-trade-war">As China&#8217;s Manufacturing Contracts, Beijing Releases Defiant Video Calling US A &#8216;Paper Tiger&#8217;</a></li>
</ul>
Image: Shutterstock

Technicals

Previews

Qualcomm Stock Momentum Faces A Midweek Stress Test — Apple, Tariffs To Blame?

Shares of chip stocks are trading lower after Super Micro Computer cut its preliminary guidance.

Shares of semiconductor stocks are trading lower. The sector may be reacting to reports suggesting Huawei has developed an AI chip to challenge NVIDIA.

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