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Chip stocks are running hard, Arm is outpacing every major name in the sector, and AMD is sitting on a 39% monthly gain after a blockbuster acquisition. Whether that surge reflects genuine momentum or a rally already priced to perfection is the question buyers need to answer now.
Semiconductor stocks have shrugged off rising yields, higher oil prices and fresh AI doubts, and investors now look to Micron's results for the next read on demand.
Semiconductor stocks are headed for a strong September, with the iShares Semiconductor ETF (SOXX) up around 11% this month, on track for its strongest monthly advance since June.The rally has been led by some of the sector’s biggest names, with AMD and Intel each surging about 29%, while Nvidia (NV…