Tag: semiconductors
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Day 498 of 1000: Incredible Earnings Growth in Chip Stocks
A Citadel report suggests that investors focus on single stocks rather than “index beta” (i.e., SPY). Can these incredible earnings continue?
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Day 409 of 1000: S&P 500 Implied Correlation Falls
S&P 500 index stocks are not moving together. Semiconductors were doing better than hyperscalers recently, echoing a pattern seen right before the dotcom crash.