SMH ETF flows point to AI chip trade moving away from Nvidia

The VanEck Semiconductor ETF saw nearly $7 billion pour in on Monday, the biggest sign yet of investors looking beyond just Nvidia and into a basket of chip suppliers. That flow is making its mark. Semiconductor stocks climbed on the day, while the big tech names dragged the Nasdaq lower.

Artificial Intelligence · ETFs · KRX:000660 · KRX:005930 · NASDAQ:AMD · NASDAQ:AVGO · NASDAQ:GOOGL · NASDAQ:MU · NASDAQ:NVDA · NYSE:TSM · Semiconductors · Stock Market
SK Hynix Tops Samsung as Korea’s AI Memory Trade Revalues

SK Hynix Tops Samsung as Korea’s AI Memory Trade Revalues

SK Hynix is now South Korea’s most valuable listed company after passing Samsung Electronics on Monday—a first in 26 years and a sign of shifting power in the memory-chip sector with the rise in AI demand. SK Hynix shares jumped 5.6%, pushing its market value to 2,080.4 trillion won. Samsung slipped 0.14% to 2,066.7 trillion won, excluding preferred, at the close.
22 June 2026
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AI Memory ETF Reaches $10 Billion Mark Quicker Than Any Previous Fund

AI Memory ETF Reaches $10 Billion Mark Quicker Than Any Previous Fund

Roundhill’s Memory ETF crossed $10 billion in assets in under two months after launching, breaking the previous record for the quickest ETF to reach that mark. Investors have rushed into memory-chip stocks on the artificial-intelligence theme. DRAM is up 87% since its April 2 launch and has brought in $8.6 billion of inflows, the Financial Times said, citing Morningstar data.
27 May 2026
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S&P 500, Nasdaq post record closes as AI stocks drive after-hours action

S&P 500, Nasdaq post record closes as AI stocks drive after-hours action

Stock-index funds in the U.S. moved up late Tuesday after both the S&P 500 and Nasdaq Composite ended at fresh records. The S&P 500 was up 0.61% to 7,519.12, the Nasdaq climbed 1.19% to 26,656.18, and the Dow Jones Industrial Average slipped 0.23% to 50,461.68. Chris Zaccarelli, chief investment officer at Northlight Asset Management, called this year’s tech gains “reminiscent of the boom at the end of the 1990s.” Adam Sarhan at 50 Park Investments said Middle East tensions still seemed likely to “resolve itself in a peaceful fashion sooner rather than later.”
27 May 2026
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Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Nvidia’s Physical AI Push Is Pulling Asia’s Tech Stocks Into a New Race

Nvidia’s focus on “physical AI”—that is, artificial intelligence powering robots, vehicles, and factory systems operating in the real world—has been pulling more attention to the chipmaker, especially as Asian suppliers take on a larger role in its supply chain. Bloomberg data put Asian firms at roughly 90% of Nvidia’s production costs now, a jump from about 65% a year ago.
3 May 2026
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Best Stock To Buy Today Outside The U.S.? SK Hynix’s AI Rally Forces The Question

Best Stock To Buy Today Outside The U.S.? SK Hynix’s AI Rally Forces The Question

Shares of SK hynix jumped 5.73% to 1,292,000 won on Monday, lifting Seoul’s KOSPI to another all-time high as investors chased chipmakers tied to AI. “There’s anticipation around companies linked to AI data centers,” Daishin Securities analyst Lee Kyoung-min said, highlighting semiconductor and power-equipment players in the broader AI value chain.
27 April 2026
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Asia Stocks Slip From Record Highs as Oil Surges Above $100 and Nikkei Fails to Hold 60,000

Asia Stocks Slip From Record Highs as Oil Surges Above $100 and Nikkei Fails to Hold 60,000

Asian equities pulled back from all-time peaks on Thursday. Japan’s Nikkei, which briefly topped 60,000 for the first time, slipped as oil surged past $100 a barrel and traders assessed renewed turmoil in the Strait of Hormuz. Brent crude advanced roughly 1.4% to $103.3 per barrel. MSCI’s broad Asia-Pacific index, excluding Japan, shed 0.5% after reaching a new high.
23 April 2026
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S&P 500 Hits ‘Line in the Sand’ at 200-Day Support as Oil, Fed Jitters Revive 10% Drop Call

S&P 500 Hits ‘Line in the Sand’ at 200-Day Support as Oil, Fed Jitters Revive 10% Drop Call

U.S. stocks sit at a crossroads heading into Thursday, after the S&P 500 closed Wednesday just above its 200-day moving average—finishing at 6,624.70, with the long-term trendline coming in at 6,615.70. That line is in sharp focus for money managers. BTIG warns that if the index drops through 6,600, there’s potential for a move down to 6,000. Over on the Dow and Nasdaq, both have already fallen through their own 200-day marks.
19 March 2026
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