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Chip Stocks' Worst Month Ever Versus Software: Is the AI Trade Cracking? | WAPE

Newsbenzinga

Chip Stocks' Worst Month Ever Versus Software: Is the AI Trade Cracking?

Jul 17, 2026, 09:17 ET · Published

Article summary

SOXX has fallen 19.95% against IGV in July, the worst month on record. Yet, chip earnings estimates are intact — only the multiple broke.

An excerpt from the original article.

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