JPMORGAN: BUY THE CHIP STOCK DIP JPMorgan says the recent pullback in semiconductor stocks is a buying opportunity, arguing the AI-driven chip cycle remains strong and meaningful new supply is unlikely before 2028. The bank favors semiconductors over hyperscalers, expects global stocks to reach new highs in the second half of 2026, and sees market gains broadening beyond AI. *Walter Bloomberg (@DeItaone) / Twitter · 07-06 20:09
Asia chip stocks slide on OpenAI efficiency gains, Meta cloud plan reports Stock Market News · 07-02 10:32
CHIP STOCKS HIT RECORD SHARE OF S&P 500 Semiconductor stocks now make up a record 19.7% of the S&P 500, nearly four times their 2020 weighting, driven by the AI boom. The surge has fueled concerns over market concentration and stretched valuations, though strong ETF inflows continue to support the sector. Investors are watching whether AI spending can justify current chip stock prices. *Walter Bloomberg (@DeItaone) / Twitter · 06-30 21:19