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Tech trade of 2026 falters as chip stocks decline and software sales drop
Hedge funds sold US semiconductor stocks for four consecutive weeks as the 2026 chip-over-software trade unwinds, with Micron, Sandisk, and Nvidia all hit.
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cryptobriefing.com
Semiconductor stocks stumble as investors question the AI trade
Chip stocks lost 12% in two days as profit-taking and mixed signals from Broadcom and SK Hynix rattled the AI trade. Bitcoin fell too.
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benzinga.com
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.
