| NVDA | NVIDIA Corp | 17.75% |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd ADR | 9.19% |
| MU | Micron Technology Inc | 5.84% |
| AMAT | Applied Materials Inc | 5.73% |
| AMD | Advanced Micro Devices Inc | 5.43% |
| AVGO | Broadcom Inc | 5.41% |
| KLAC | KLA Corp | 5.34% |
| LRCX | Lam Research Corp | 5.23% |
| INTC | Intel Corp | 5.04% |
| ASML | ASML Holding NV ADR | 4.95% |
VanEck Semiconductor ETF (SMH) seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS US Listed Semiconductor 25 Index (MVSMHTR), which is intended to track the overall performance of companies involved in semiconductor production and equipment.
VanEck Semiconductor ETF · Issued by VanEck

Shares of Alphabet Inc. (NASDAQ:GOOGL) suffered their biggest one-day decline since May 2025 after the company surprised investors with another massive increase in artificial intelligence spending.
Tawian Semiconductor's customer base is more diversified. Nvidia's growth rate is superior.

Sandisk is emerging as an AI memory standout with surging revenues, improving profitability and strong growth expectations beyond NVIDIA's recent gains.

Nvidia currently displays a noticeably stronger upward trajectory in overall revenue compared to Marvell Technology. Both companies generated consistent quarter-over-quarter revenue increases over the last eight periods, though Nvidia experienced much larger absolute gains.

The bull case for NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has rarely looked stronger on paper.

Market experts said NVIDIA Corp. (NASDAQ:NVDA) remains a core AI semiconductor holding, while peers such as Broadcom Inc. (NASDAQ:AVGO) , Advanced Micro Devices Inc. (NASDAQ:AMD) , Micron Technology Inc. (NASDAQ:MU) and Sandisk Corp. (NASDAQ:SNDK) continue to trade around hyperscaler spending, memory demand and AI infrastructure momentum.

Building a great product is one thing. Getting a company like Nvidia to put its name behind it is something else entirely.

Google's parent company, Alphabet, grew its head count by 11,830 between June 2025 and June 2026. The tech giant reported blockbuster second-quarter earnings, revealing revenue of $119.8 billion.
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