Melius Research's Ben Reitzes Says Chip Stocks Selloff Was The 'Exclamation Point' — 'Semis Are Ripping, And I Think They Should Be'
During an interview with CNBC, Reitzes said investor concerns over AI returns on investment, open-source models and forced selling had clouded the outlook for chipmakers.
The Zacks Analyst Blog Highlights SQQQ, PSQ, QID, TECS, BERZ and SOXS
SQQQ headlines a market update as the Fed held rates steady for a fifth meeting while major earnings from tech leaders shaped investor sentiment.
Zacks
Trouble Intensifies for AI-Fueled Tech Rally: Inverse ETFs to Benefit
AI stocks face heightened pressure from rising oil prices and correction fears. Inverse ETFs could benefit from further weakness.
Zacks
Michael Burry Adds To NVDA, QQQ Puts, Warns AI Trade Resembles Dot-Com Bubble — ‘Pattern And Level Is Closer Than Numbers Alone Suggest’
Burry compared the ongoing semiconductor rally to the dot-com era boom, overlaying the Philadelphia Semiconductor Index from 1996-2000 with its performance since 2022 to highlight similarities between the two runs.
Michael Burry Says SOX 'Will Return To Earth' — And Reveals Fresh $330 Puts On Key Semiconductor ETF
The contrarian investor revealed in a Substack post that he has purchased puts on the iShares Semiconductor ETF (SOXX), a popular exchange-traded fund tracking American semiconductor companies, and noted that it is a new position.
U.S.-China Trade Tensions Stiffen: ETF Areas Likely to Lose the Most
As U.S.-China trade tensions intensify again, ETFs like SMH, XLK, TSLT, BJK, XRT, RTH, LGHT, and USO are likely to come under pressure.
Zacks