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July ends on a hopeful note for stocks after momentum trade sees biggest wipeout since 2000

By Joseph Adinolfi and Frances Yue

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July ends on a hopeful note for stocks after momentum trade sees biggest wipeout since 2000

Momentum stocks plunged hardest in July since 2000; hedge fund liquidations sparked a rebound in chip names. The volatility signals a return to fundamentals-driven valuations for semiconductors—reshaping AI capex ROI assessments and infrastructure investment timelines for tech leaders.

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Chipmakers Rise at End of Dizzying July for Stocks: Markets Wrap

Chipmakers rally after Situational Awareness liquidations end; Citadel's acquisition removes artificial selling pressure. Valuation and free-cash-flow concerns persist: this bounce is tactical, not validation of AI capex sustainability.

July ends on a hopeful note for stocks after momentum trade sees biggest wipeout since 2000

Confronto fonti

July ends on a hopeful note for stocks after momentum trade sees biggest wipeout since 2000

Chipmakers Rise at End of Dizzying July for Stocks: Markets Wrap

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Chipmaker Rally Powers On at End of Dizzying July: Markets Wrap

Chipmakers Rise at End of Dizzying July for Stocks: Markets Wrap

Stocks Get Tech Lift in Final Stretch of Wild July: Markets Wrap

July ends on a hopeful note for stocks after momentum trade sees biggest wipeout since 2000