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These 7 Chip Stocks Still Win The $1.5 Trillion AI Buildout - iShares PHLX SOX Semiconductor Sector Index
Bank of America says the semiconductor selloff is a bear trap and names seven stocks poised to benefit from the $1.5 trillion AI buildout.
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thenextweb.com
AI chip stocks lost 12% in two days as investors hunted new winners
The PHLX Semiconductor Index sank 12% in two sessions while the Dow hit a record. Investors are rotating from AI chips to software as Q2 earnings approach.
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Hedge funds sold chip stocks for a fourth week, but not the AI trade
Goldman Sachs data shows semiconductors were the most net-sold US sector for a fourth week, though hedge funds’ AI positioning stays near record highs.
