Janet Mui of RBC Brewin Dolphin says the recent drop in AI and semiconductor stocks is a normal profit-taking after a rapid rise, not a sign of fundamental problems. Despite a sharp single-day selloff, market volatility remains low, indicating no panic. The AI infrastructure sector is expected to grow strongly for years, driven by ongoing investment needs from hyperscalers and enterprises, with supply constraints likely lasting until at least 2028. Analysts view the current dip as a buying opportunity within a multi-year spending cycle on AI hardware and memory.
On June 23, 2026, the leveraged semiconductor ETF SOXL fell sharply by 23.06% in a single session, much more than its non-leveraged peers SOXX and SMH, which dropped around 7-8%. SOXL aims to deliver 3 times the daily performance of the semiconductor...
After hitting record highs, the semiconductor sector dropped nearly 7%, prompting traders to buy options in Direxion's triple-levered inverse semiconductor ETF (SOXS) as a cheaper way to bet on a sector downturn. Options volume in SOXS surged to over...
Nvidia's stock has risen only 12% in 2026, underperforming the VanEck Semiconductor ETF's 84% gain, as investors shift attention to memory chips and AI infrastructure. The price to rent Nvidia's flagship B200 GPU, crucial for AI data centers, has fal...
