The durability of the semiconductor stock rally will be tested by a new era of traders bracing for multiple interest-rate hikes under a Kevin Warsh Fed...
PremiumYesterday, in the immediate aftermath of Kevin Warsh's unexpectedly hawkish first FOMC meeting and which sent rate hike odds surging, we said that "All that debt-funded capex about to get more expensive."All that debt-funded capex about to get more expensive
— zerohedge (@zerohedge) June 17, 2026
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BofA technical strategist Paul Ciana flagged an all-time-high weekly RSI on the VanEck Semiconductor ETF this week. Seven prior…
"The lack of a reacceleration of wage growth in recent months points to a labor market that is stable, but not hot."
The meteoric rise in the share of semiconductor stocks in equity indices pose two main challenges for investors...
The rally in semiconductor stocks is so incredible, traders can't help but bet against it.
Semiconductor stocks have been on a tear and rank among the best performers this year.
The semiconductor sector was approaching perilous heights, making it susceptible to any fears that the AI trade could lose…
