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The Semiconductor Sector Is Hitting All-Time Highs: 2 Stocks Leading the Charge

By Ryan Hasson. Article Posted: 4/14/2026.

The semiconductor sector is on fire. While the broader market has spent much of 2026 navigating volatility, the VanEck Semiconductor ETF (NASDAQ: SMH), the most widely followed sector benchmark, has surged more than 20% year to date.

The ETF holds many of the largest semiconductor companies listed in the U.S., including NVIDIA (NASDAQ: NVDA), Taiwan Semiconductor (NYSE: TSM), Broadcom (NASDAQ: AVGO), Intel (NASDAQ: INTC), and Lam Research (NASDAQ: LRCX). That performance, at a time when the broader market is only modestly higher, is a clear signal about where institutional capital is flowing.

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The driving force behind the sector's outperformance is straightforward: AI infrastructure spending is accelerating. Hyperscalers continue to invest hundreds of billions of dollars in data-center buildouts, and semiconductors are at the foundation of those investments. Whether it's advanced logic chips, memory, wafer fabrication equipment, or foundry services, demand is outpacing supply across multiple corners of the sector. With that in mind, here are two top SMH holdings that stand out for their sector strength and recent outperformance.

Lam Research: The Equipment Giant Up Over 50% YTD

Lam Research is one of the world's leading suppliers of wafer fabrication equipment. The company provides the machinery that semiconductor manufacturers use to etch, deposit, and clean chips during production. It's a critical—but often overlooked—part of the semiconductor supply chain. Every advanced chip that powers an AI data center has passed through equipment made by companies like Lam Research. As chipmakers move to more advanced nodes and complex architectures like 3D NAND, demand for Lam's tools is accelerating.

The stock has surged more than 50% year to date, rising from roughly $170 at the start of the year to an all-time high of $267.32 on April 13.

The rally is supported by improving fundamentals. In its Q2 2026 report, posted Jan. 28, Lam reported earnings per share of $1.27, beating the consensus estimate of $1.17, with revenue up 22.1% year over year.

LRCX also offers income via a dividend yield of 0.4%. The company has a 10-year streak of dividend increases and a $10 billion share buyback program authorized in 2024, signaling confidence in its long-term trajectory.

Institutional ownership stands at an impressive 85%, reflecting strong conviction from professional investors. Over the prior 12 months, institutional activity totaled more than $29 billion in inflows versus about $15.5 billion in outflows. Analysts maintain a consensus Moderate Buy rating, and with earnings due on April 22, the next catalyst — and potential re-pricing of the stock — is imminent.

Intel: The Turnaround Trade Up 70% YTD

Intel has generated many headlines recently and is experiencing some of the most dramatic momentum in the semiconductor sector. The stock is up roughly 70% year to date, making it one of the strongest performers in the sector and in the S&P 500. The rally has been driven by improving fundamentals and earnings, along with a rapid succession of catalysts that have shifted the market's perception of a company many had previously written off.

But the real story now is what's next. Earnings are due on April 23, and this report carries unusual weight. After such a dramatic run, the market has priced in considerable optimism. Revenue, foundry progress, and AI-segment growth will all be under the microscope. Any miss or cautious guidance could prompt a sharp reaction given the elevated expectations embedded in the stock.

The analysts' view adds important context. Despite the stock's surge, the consensus rating on INTC remains "Reduce," based on 37 analyst ratings, and the average price target of $48.43 implies more than 25% downside from current levels. That's one of the clearest disconnects between market price and analyst consensus in the sector. The April 23 earnings report will go a long way toward resolving whether the market's optimism is justified.

Defense Budget Expansion: 3 Mid-Cap Names in a Sweet Spot

Submitted by Chris Markoch. Published: 4/20/2026.

In early April, the Trump administration proposed an increase in defense spending to $1.5 trillion for 2027. This was the largest such request in decades and would mark a 44% increase for the Pentagon. At first glance, it might be easy to link this request to the Iran war. However, the administration floated its desire for a larger defense budget before the conflict began.

The reason is practical as well as strategic: the current military infrastructure is not well-suited for the nature of future warfare—or at least not as well-suited as it could be. Preparing it will require more investment in next-generation shipbuilding as well as in autonomous defense solutions.

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This is a principal reason why defense and aerospace stocks have led the market higher in 2026, including big names like Lockheed Martin (NYSE: LMT) and Northrop Grumman (NYSE: NOC). However, there’s a growing opportunity in mid-cap stocks that have less visibility than their major index counterparts, which are still being repriced.

Kratos Defense: A Pure Play on Autonomous Warfare Growth 

The pursuit of unmanned autonomous technology in the defense sector will require both offensive and defensive solutions. Kratos Defense & Security Solutions (NASDAQ: KTOS) covers both areas.

On the defensive side, Kratos is one of the largest producers of counter-unmanned aerial systems, or C-UAS. This market is projected to grow from approximately $6.64 billion in 2025 to roughly $20.31 billion by 2030, representing a compound annual growth rate of about 25%. In March and April 2026, the company announced contracts totaling more than one-third of its fiscal year 2025 (FY2025) revenue of $1.35 billion.

On the offensive front, Kratos’ XQ-58 Valkyrie has been adopted by the U.S. Marine Corps, which continues to procure more Valkyries and could move Kratos closer to becoming a program of record for the Department of Defense.

KTOS is down about 40% from its year-to-date (YTD) high, with institutional selling outpacing buying. However, analysts are projecting earnings growth of around 38% and continue to raise their price targets. That means investors may be getting a better entry point for a stock that is still up more than 100% over the last 12 months.

Leidos: Software and Cybersecurity Powering Modern Defense

The need to find offensive and defensive solutions applies to software as well as hardware. Leidos (NYSE: LDOS) represents the software side of the new-age defense industry. The company focuses on modernizing U.S. government IT systems, cybersecurity, engineering, and professional services, with a broader range of offerings in IT, analytics, and mission-critical systems.

In 2025, Leidos was awarded a multi-year contract with the U.S. Transportation Security Administration. Investors felt the impact of that contract in the company’s Q4 2025 earnings report.

Leidos missed revenue expectations largely because of the six-week government shutdown in 2025. Looking ahead, management has pointed to the Golden Dome project as a potential catalyst in 2026 and beyond. The company may need that tailwind since it’s expected to triple its capital expenditures to $350 million—an investment aimed at expanding production capacity and upgrading classified facilities.

That investment comes at a time when LDOS is down about 20% from its YTD high amid concerns that advances in artificial intelligence (AI) could reshape the cybersecurity landscape. Analysts have trimmed price targets, but the consensus price target for LDOS is $208.27, more than 30% above the stock’s mid-April price.

Huntington Ingalls: Shipbuilding Strength Meets Next-Gen Tech

Huntington Ingalls (NYSE: HII) is a blend of traditional shipbuilding expertise and next-generation technology. The company is best known for shipbuilding, and that expertise dovetails with the America’s Maritime Action Plan (MAP) initiative—a sweeping blueprint to update and expand U.S. shipbuilding capacity.

Even before the MAP announcement, Huntington Ingalls was forecasting up to $50 billion in new government contracts over the next 24 months. To put that in perspective, the company generated just over $12 billion in 2025.

Huntington Ingalls is also building out a Mission Technologies segment that includes AI, cyber defense, and unmanned systems. That segment accounted for about a quarter of the company’s revenue in 2025 and is expected to grow in the coming years.

HII is the momentum pick of this group. The stock is up about 15% in 2026 and is trading slightly above its consensus price target of $383.22. Analysts continue to raise price targets ahead of the company’s May 7 earnings report, suggesting there may be additional upside for a stock that’s drawing significant interest from institutional investors.