Semiconductor stock prices will clash with hyperscalers’ ROI – Citi’s Scott Chronert
Seeking Alpha ·
The tech trade is approaching a pivotal moment as rising semiconductor memory ( SMH ), ( SOXX ), ( XSD ) prices are set to clash with hyperscalers' return on investment expectations, according to Scott Chronert, Citi's head of U.S. equity strategy.
DYAX Investor Sentiment
Bullish (Long) 61% · Bearish (Short) 39%
356 participants
Related News
- Schneider Electric to buy industrial AI firm Cognite in $3.1B deal
- Why Trade Desk Stock Tumbling Today
- Google's AI Limits Put Meta on Notice
- Atera Extends Enterprise Lead with Top G2 Rankings
- Investors may be weary of massive AI expenditures, but will love them later – analyst
- NVIDIA stock gains as SemiAnalysis sees H2 data center revenue 20% above consensus