Updated
Updated · CNBC · Jul 20
Major Averages Snap 3-Day Slide as VanEck Semiconductor ETF Jumps 4.5%
Updated
Updated · CNBC · Jul 20

Major Averages Snap 3-Day Slide as VanEck Semiconductor ETF Jumps 4.5%

3 articles · Updated · CNBC · Jul 20

Summary

  • The major U.S. indexes ended a three-session losing streak Tuesday, with chip stocks leading the rebound as the VanEck Semiconductor ETF climbed 4.5%.
  • SMH is now up about 5% in two days, driven by sharp gains in Teradyne and Micron, both up 12%, while Intel and AMD each rose 8%.
  • The bounce came even after steep recent pullbacks: SMH remains 13% below its June 22 high, and several chip names are still down 22% to 36% from recent peaks.
  • Alphabet and Tesla report after the bell next session, while AT&T and PulteGroup are due in the morning, keeping earnings in focus after the market's tech-led recovery.
  • The move extends a broader chip rebound seen in recent sessions, though commentary in the report warned the sector's more than 100% one-year surge still leaves positioning risks.

Insights

Will AI memory chip stocks keep outperforming if Big Tech finally turns AI investments into real profits this earnings season?
As AI model efficiency overtakes scale, could the market suddenly rotate back to Big Tech and away from hardware suppliers?
How will India's chip infrastructure gap affect its ambitions to become a global AI leader despite a vast talent pool?