SMH catalysts
Catalysts and events linked to SMH, newest first.
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DateCardAvg 5d
- 2026-10-02VanEck Semiconductor ETF rises 69% in 2026 as Micron and Intel outpace NvidiaMU NVDA SMH-4.77%
- 2026-10-02VanEck Semiconductor ETF outpaces Nvidia 3-to-1 in 2026 on memory and legacy rallyMU NVDA SMH-4.77%
- 2026-10-01Nvidia Faces October Catalyst Window as Hyperscalers Prepare 2027 CapexNVDA SMH-0.94%
- 2026-10-01Nvidia Faces October Catalyst Window as Hyperscalers Prepare 2027 CapexNVDA SMH-0.94%
- 2026-10-01European AI Office begins first coordinated EU AI Act inspections of hiring, credit and healthcare systemsAI KRE SMH+0.52%
- 2026-09-29KAYTUS Launches AIHPC Server Powered by AMD EPYC 9005 Processor ArchitectureAMD SMH+5.56%
- 2026-09-29Nvidia authorizes $150B buyback expansion, lifting program total to $235BNVDA SMH+4.75%
- 2026-09-29KAYTUS Launches AIHPC Server Powered by AMD EPYC 9005 Processor ArchitectureAMD SMH+5.56%
- 2026-09-29Nvidia Expands Buyback Program to $235B Through Fiscal 2028NVDA SMH+4.75%
- 2026-09-29Nvidia Expands Share Buyback by $150B Bringing Authorization to $235B Through FY28NVDA SMH+4.75%
- 2026-09-28Micron Heads into Q4 Earnings as AI Memory Supercycle Drives DRAM and NAND DemandSMH+5.65%
- 2026-09-28Micron Heads into Q4 Earnings as AI Memory Supercycle Drives DRAM and NAND DemandMU SMH+4.44%
- 2026-09-27Micron heads into fiscal Q4 earnings with market focused on DRAM and NAND cycle durationMU SMH-0.33%
- 2026-09-27Semiconductor Capex Multiples Focus on DRAM and HBM Runways Ahead of MU Q4MU SMH-0.33%
- 2026-09-26AMD joins $1T valuation tier on $6.7B quarterly data center revenue run-rate → Bullish SMHSMH+3.96%
- 2026-09-26AMD joins $1T valuation tier on $6.7B quarterly data center revenue run-rateAMD SMH+2.24%
- 2026-09-26AMD Reaches $1 Trillion Market Cap on $6.7B Quarterly Data Center Revenue Run-RateSMH+3.96%
- 2026-09-26AMD Reaches $1 Trillion Market Cap on $6.7B Quarterly Data Center Revenue Run-RateAMD SMH+2.24%
- 2026-09-26AMD Reaches $1 Trillion Market Cap on $6.7B Quarterly Data Center Revenue Run-RateAMD SMH+2.24%
- 2026-09-26Micron Trades at $1,086 on AI HBM Demand Amid CXMT Capacity ExpansionMU SMH-0.33%
- 2026-09-26AMD joins $1T valuation tier on $6.7B quarterly data center revenue run-rateAMD SMH+2.24%
- 2026-09-25Chinese business leaders pitch deeper regional expansion at Singapore forum on AI and ASEAN market accessFXI SMH USDCNH+0.85%
- 2026-09-25Goldman Sachs stays bullish on AI spending as cloud giants' capex heads toward $1.2 trillionMSFT QQQ SMH+1.63%
- 2026-09-25European Commission launches policy debate on Chips Act 2.0 with EU ministersASML SMH+3.96%
- 2026-09-24Zacks: Tech leads Q3 earnings growth; semiconductor exposure concentrated in leadersAMD SMH+0.37%
- 2026-09-24QQQ up 20% in 2026; concentrated AI/tech exposure citedQQQ SMH+1.50%
- 2026-09-24QQQ up 20% in 2026; concentration in AI mega-caps highlightedQQQ SMH+1.50%
- 2026-09-23AMD Outperforms S&P 500 With 34.8% Monthly Gain Ahead of 41.3% Q3 Revenue TargetSMH+1.26%
- 2026-09-23AMD Outperforms S&P 500 With 34.8% Monthly Gain Ahead of 41.3% Q3 Revenue TargetAMD SMH+0.40%
- 2026-09-23AMD Outperforms S&P 500 With 34.8% Monthly Gain Ahead of 41.3% Q3 Revenue TargetAMD SMH+0.40%
- 2026-09-22UN General Assembly presidency backs new declaration on artificial intelligence governancePANW QQQ SMH-0.68%
- 2026-09-20Trump and Xi prepare for White House meeting as traders watch tariff truce9984.T CNH SMH+1.59%
- 2026-09-19Nvidia CEO reiterates $3T to $4T global AI infrastructure spending forecast by 2030SMH+5.86%
- 2026-09-19Nvidia CEO reiterates $3T to $4T global AI infrastructure spending forecast by 2030NVDA SMH+3.56%
- 2026-09-19Nvidia CEO reiterates $3T to $4T global AI infrastructure spending forecast by 2030NVDA SMH+3.56%
- 2026-09-18Nvidia confirms Vera Rubin GPU entering full production amid $3T-$4T AI capex viewSMH+5.86%
- 2026-09-18Nvidia begins Vera Rubin GPU production as management defends $3-4T capex outlookNVDA SMH+3.56%
- 2026-09-18Nvidia confirms Vera Rubin GPU entering full production amid $3T-$4T AI capex viewSMH+5.86%
- 2026-09-18Nvidia confirms Vera Rubin GPU entering full production amid $3T-$4T AI capex viewNVDA SMH+3.56%
- 2026-09-18Nvidia begins Vera Rubin GPU production as management defends $3-4T capex outlookNVDA SMH+3.56%
- 2026-09-07TSMC Valuation Reaches $2.2T as Advanced Foundry Capacity Nears Full UtilizationSMH TSM-3.52%
- 2026-09-07TSMC Valuation Reaches $2.2T as Advanced Foundry Capacity Nears Full UtilizationSMH-4.50%
- 2026-09-07TSMC Valuation Reaches $2.2T as Advanced Foundry Capacity Nears Full UtilizationSMH TSM-3.52%
- 2026-09-06Broadcom Q3: 85% revenue growth; AI semiconductor revenue $16.7B (+221%); stock slipped after guidanceSMH-4.50%
- 2026-09-06Broadcom Q3: 85% revenue growth; AI semiconductor revenue $16.7B (+221%); stock slipped af → Bearish SMHSMH-4.50%
- 2026-09-06Broadcom Q3: 85% revenue growth; AI semiconductor revenue $16.7B (+221%); stock slipped after guidanceSMH-4.50%
- 2026-09-06Nvidia Points to $1.3T 2027 Hyperscaler Capex as Q2 Revenue Hits $96.2BSMH-4.50%
- 2026-09-06Nvidia Points to $1.3T 2027 Hyperscaler Capex as Q2 Revenue Hits $96.2BNVDA SMH-6.46%
- 2026-09-06Nvidia Points to $1.3T 2027 Hyperscaler Capex as Q2 Revenue Hits $96.2BNVDA SMH-6.46%
- 2026-09-06Broadcom Q3: 85% revenue growth; AI semiconductor revenue $16.7B (+221%); stock slipped after guidanceAVGO SMH-4.09%
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