Seeking Alpha analyst expects semiconductor stocks to rally by year-end
Seeking Alpha analyst Alex King says semiconductor stocks could recover by year-end, even after a weekly drop tied to worries about heavy AI spending across the tech sector.
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what happened
Seeking Alpha analyst Alex King argues that semiconductor companies could move higher into the end of the year, possibly without the investors who were shaken out this week. The VanEck Semiconductor ETF lost 4.56% over the week, and the iShares Semiconductor ETF fell almost 6%, although both closed higher on Friday.
The Dow Jones added 0.4% over the week, while small caps, defense stocks, US government bonds and biotech also posted weekly gains. Bitcoin fell 0.6% over the past five days and was flat on Friday.
why it matters
The tech selloff reflects fears about elevated AI expenditures. For investors, it is a reminder that heavy concentration in the same high-beta semiconductor and component stocks can leave the market exposed to sharp swings. King's view is the author's opinion, not a Newsmetry forecast.
market impact
Semiconductors: selloff on AI spending worries pressures the sector and its ETFs
tags
instruments
sources
- Semiconductors will rally by the end of the year, says SA analyst — Seeking Alpha, 23 October 2026 at 20:44 UTC
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