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SMH stock news · VanEck Semiconductor ETF

Stories about VanEck Semiconductor ETF (SMH) from the last 90 days, each explained in plain English with whether the news reads good or bad for the company.

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  1. Oct 2, 2026, 9:31 AM ET · Market

    Billionaire Dan Loeb's Third Point sold off 5 chip stocks last quarter — see how they're doing now.

    Neutral

    Third Point sold its semiconductor fund holding, though the fund's shares rose about 13% over the past month. One investor's sale does not show a change in the chip industry's business outlook.

  2. Sep 4, 2026, 5:12 PM ET · Market

    ETFs attracted $182.6 billion in investments during August, while semiconductor funds experienced significant withdrawals.

    Bad for SMH

    VanEck’s semiconductor ETF is implicated in the same reassessment of concentrated chip and large-tech exposures, implying flow pressure.

  3. Aug 7, 2026, 3:20 PM ET · Product

    REX unveils new 3X leveraged bets as the AI chip market expands.

    Good for SMH

    The performance of SMH, which is central to the new leveraged ETNs, indicates strong investor interest and potential for further inflows.