"I think those names are going to bounce later this year. So I don't think that the trade is over."

Wall Street declined as AI-driven chip stocks extended losses, triggering broader risk-off sentiment. Semiconductor shares saw sharp weekly declines, while energy stocks gained on…

July 17 : A brutal week for chip stocks — the same names that fueled this year's blistering market rally — has left investors from Seoul to Silicon Valley asking whether the AI…

"I think those names are going to bounce later this year. So I don't think that the trade is over."

Investors have been living in a fantasy this year in the face of troubling global developments

(Bloomberg) -- Stocks are getting a lift from a rebound in chipmakers at the start of a week in which traders will look to Big Tech earnings to gauge whether recent volatility…