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  1. 1
    Chip Stocks Rally: AMD and Intel Drive Semiconductor ETF to Strong Month▼Chip Stocks Roar Back: AMD, Intel Power SOXX Toward Best Month Since June✉newsTechnologySemiconductors40 min ago

    Semiconductor stocks are rebounding sharply, with AMD and Intel leading gains that are pushing the SOXX semiconductor ETF toward its best monthly performance since June. Traders are cheering the turnaround after a rough stretch for chip names, with renewed buying lifting sentiment across the sector.

  2. 2
    Michael Burry Warns on AI Chip Race as SOXX Sinks●SOXX Posts Worst Quarter In Over A Year — Michael Burry Cites An 1880 Story To Flag AI’s ‘Power-Hungry’ Chip Race✉newsTechnologySemiconductors2 d ago

    The iShares Semiconductor ETF (SOXX) has posted its worst quarter in more than a year, adding to pressure on chip stocks that powered much of the AI rally. Investor Michael Burry, known for his bearish calls, has publicly referenced an 1880 story to argue that today's AI-driven chip boom echoes past speculative manias, warning that the race for more powerful, power-hungry semiconductors could end badly.