SMH ETF Daily Digest: Key Market Moves & Crypto Correlations - November 5, 2025
Semiconductor ETFs flashing bullish signals as institutional money flows into tech infrastructure.
Market Momentum
SMH tracking semiconductor giants showing resilience amid market volatility—chip stocks climbing while traditional finance wobbles. Another day where decentralized assets outperform legacy systems.
Crypto Connections
Watch how semiconductor demand mirrors crypto mining infrastructure growth. When chips move, digital assets typically follow—proving again that blockchain technology drives real-world hardware value.
Wall Street's Dilemma
Traditional investors scrambling to understand why tech ETFs keep outperforming their precious blue-chip stocks. Maybe they should try reading beyond their quarterly reports for once.
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Fund Flows and Sentiment
The SMH ETF tracks the performance of the MVIS US Listed Semiconductor 25 index. Recently, it has drawn considerable attention due to high-profile deals being conducted in the AI sector. The ETF is moving lower today as the broader market selloff continues after market correction warnings from experts and tech valuation concerns.
Over the past five days, the SMH ETF has witnessed net inflows of roughly $128 million, while over the past three months, it has reported net inflows of about $3 billion.
Today’s SMH ETF Performance
According to TipRanks’ unique ETF analyst consensus, which is based on a weighted average of analyst ratings on its holdings, SMH is a Moderate Buy. The Street’s average price target of $391.49 implies an upside of about 11%.
Currently, SMH’s five holdings with the highest upside potential are STMicroelectronics (STM), Synopsys (SNPS), Microchip Technology (MCHP), ON Semiconductor (ON), and NXP Semiconductors (NXPI).
Its five holdings with the greatest downside potential are Applied Materials (AMAT), Intel (INTC), Micron (MU), ASML (ASML), and Lam Research (LRCX).
Revealingly, SMH’s ETF Smart Score is Eight, implying that this ETF is likely to outperform the market.
