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This rare, widening gap between Big Tech and semiconductor stocks is flashing a warning for the broader market

Economy MarketWatch By Isabel Wang 29 Jun 2026 20:08 1 min read
This rare, widening gap between Big Tech and semiconductor stocks is flashing a warning for the broader market

Semiconductor stocks have surged more than 80% this year, riding a wave of AI demand from the “Magnificent Seven.” Meanwhile, the companies writing those checks find themselves in correction territory.

Semiconductor stocks have surged more than 80% this year, riding a wave of AI demand from the “Magnificent Seven.” Meanwhile, the companies writing those checks find themselves in correction territory.

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