The AI Trade Rotation: Money Is Moving Out of Chips and Into This
Is is time to cash in the chips and sell semiconductor stocks?
Overview
Some investors made a boatload of money throughout much of 2026 by focusing on semiconductors and memory chips. It's no coincidence that the biggest year-to-date winner in the S&P 500 (SNPINDEX: ^GSPC), as well as three of the five top-performing stocks in the index, were semiconductor stocks.
There's also no secret why these stocks have delivered huge gains. Demand from data centers hosting artificial intelligence (AI) systems has surged. But an AI trade rotation appears to be underway now. Money is moving out of chips and into another area.
Image source: Getty Images.
Details
Source
Originally published at www.fool.com.
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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.