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

Summary by ts2.tech
VanEck Semiconductor ETF (SMH) pulled in $6.93 billion in one-day net flows—nearly a third of the week’s record tech fund inflows—as investors shifted from leveraged Nvidia bets to diversified chip exposure, sending semiconductor stocks higher even as megacap tech fell, highlighting a sharp rotation in the AI trade. The post SMH ETF flows point to AI chip trade moving away from Nvidia appeared first on TechStock².
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ts2.tech broke the news on Monday, June 22, 2026.
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