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Semiconductor shorts pile on as winning trade reverses

That escalated quickly. Investors' favorite trade is suddenly the one they can't stop betting against, even as it keeps going lower. Chip stocks in the VanEck Semiconductor ETF (SMH) are down on Tuesday.

CNBC 22h ago

Chip rebound has one trader buying protection

Chip stocks are bounding back Monday, but the rebound doesn't mean tech investors are in the clear. The PHLX Semiconductor Index (SOX) suffered its fifth-largest single-day decline in history. When a sector that has effectively anchored the entire macro tech narrative moves with that kind of violence, we shouldn't treat it as routine noise.

CNBC 2d ago

Wall Street's 'fear gauge' punches back as the 'crash up' in chip stocks finally reverses

It's been one of the wildest stock markets on record lately but you wouldn't have known it looking at the Cboe Volatility Index. Friday's sell-off just made things a lot clearer. The non-stop, two-month 80% rally in semiconductor stocks that added roughly half a trillion dollars in market cap to the Nasdaq 100, spurred one of the most successful ETF launches in history, and birthed dozens of eye-popping, parabolic single stock moves, finally hit a wall on Friday as the VanEck Semiconductor...

CNBC 4d ago