16 days agoGoldman: Be Picky When Buying the Chip DipWhile J.P. Morgan says to buy the recent dip in chip stocks, Goldman Sachs is still wary.The chip sector has outperformed in 2026 despite recent weakness. Goldman analysts warn that has created a difficult setup for the subsection of the AI trade.The firm does see upside to current estimates ahead of the second quarter earnings season kickoff, but the analysts say the group faces a more difficult setup thanks to its strong performance in the first half of 2026.