JPMORGAN: BUY THE CHIP STOCK DIP JPMorgan says the recent pullback in semiconductor stocks is a buying opportunity, arguing the AI‑driven c…
JPMORGAN: BUY THE CHIP STOCK DIP
JPMorgan says the recent pullback in semiconductor stocks is a buying opportunity, arguing the AI‑driven chip cycle remains strong and meaningful new supply is unlikely before 2028.
The bank favors semiconductors over hyperscalers, expects global stocks to reach new highs in the second half of 2026, and sees market gains broadening beyond AI.