Semiconductor stocks are still under pressure as investors grow concerned about whether large AI-related capital expenditures by hyperscalers will yield sufficient returns and sustainable free cash flow. Despite lower valuations, buying the dip is not justified yet, as earnings revisions remain a major risk. Meanwhile, investors are shifting towards safer sectors like consumer staples, utilities, and healthcare, while Treasury yields have dropped significantly. The author remains cautious with no direct semiconductor exposure and prefers to wait for better valuations and stronger earnings before increasing positions.
The flight to quality theme in markets is illustrated by semiconductor stocks showing mixed performance on Pluang. For readers following Technology-sector US stocks, here is Pluang's market snapshot as of Oct 23, 2026 07:21 WIB: out of 150 stocks, 61 rose and 89 fell. Notable movers include AEHR at USD 55.00 with a 1-day change of -13.90%, AXTI at USD 51.66 down 12.85%, and LRCX at USD 229.05 down 12.18%. Typical hold times range from 16 to 59 days, with buy activity generally exceeding sell activity on these names.
Sika AG posted a 4.8% sales increase in local currencies for the first nine months of 2026, reaching CHF 8.71 billion despite currency headwinds. The company saw organic growth of 3.5% and improved material margins to 55.4%, with EBITDA rising 1.9% t...
Sika reported a 4.8% sales increase in local currencies for the first nine months of 2026, reaching CHF 8.71 billion despite a negative currency effect. The company improved its material margin to 55.4% and maintained an EBITDA margin of 19.2%, with ...
Aduro Clean Technologies announced its participation in five major industry and investor conferences from October to December 2026. The company will showcase progress in its Hydrochemolytic™ technology for recycling plastics and upgrading crude oils,...
Aduro Clean Technologies announced it will participate in five conferences between October and December 2026, engaging with industry professionals and institutional investors. Key topics include updates on their Hydrochemolytic™ technology for recycl...
NEAR Protocol's price fell 7.57% to $4.91 on October 23, 2026, driven by a broader market sell-off in technology and chip stocks on Wall Street and sustained high oil prices above $111 per barrel. This risk-off sentiment caused investors to pull mone...
