Semis At An Inflection Point… And Navigating An ‘Expensive’ Market 9/18/26

Semis At An Inflection Point… And Navigating An ‘Expensive’ Market 9/18/26

  • Forfatter
  • Afsnit
    • 2204
  • Udgivet
    • 19. sep. 2026
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Afsnit
2204 of 2000
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44M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

A potential inflection point for semi stocks, as the group underperforms the software space this quarter. The divergence in the tech trade, and how it could set up the chip trade in Q4. Plus, an iPhone sales test for Ternus, how AI could take center stage at next week’s Trump-Xi summit, and navigating an ‘expensive’ market; how one money manager is putting cash to work amid the volatility.

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