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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.
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Semiconductors peak as hyperscalers attempt to catch up
Semiconductor stocks have outperformed hyperscalers since September 2025, but JPMorgan warns the trend may be unsustainable as Big Tech builds custom chips.
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Highflying chip stocks lose momentum as semiconductor sell-off rattles markets
Major chip stocks plunge as profit-taking and valuation fears hit the semiconductor sector, with implications for crypto mining and AI infrastructure
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forbes.com
Semiconductor Selloff Deepens As AI Spending Fears Hit Intel
Semiconductor stocks slide as Wall Street questions AI capex growth, erasing $1.3 trillion and putting Intel, Micron and AMD under pressure amid rising rate fears.
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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.