Nvidia, Blackwell and AI Spending: 4 ETFs in Focus Ahead of Earnings - VanEck Semiconductor ETF (NASDAQ:S

For investors who don’t own NVIDIA Corp. (NASDAQ:NVDA) directly, Wednesday’s earnings report could still touch their portfolios.

Nvidia is a major holding across semiconductor and technology ETFs, making its outlook on AI infrastructure spending an important read-through for funds.

• NVIDIA shares are trending higher. Why is NVDA stock advancing?

The VanEck Semiconductor ETF (NASDAQ:SMH) is among the most direct ETF beneficiaries of Nvidia’s AI momentum, while the iShares Semiconductor ETF (NASDAQ:SOXX) offers another broad-based way to capture any read-through from the chipmaker’s results.

Investors looking for wider technology exposure can turn to the Invesco QQQ (NASDAQ:QQQ), where Nvidia is a major Nasdaq-100 component. Meanwhile, the Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) provides a broader play on AI adoption and automation.