Chip Stocks Lead US Stocks Rally as AI Fears Fade
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Semiconductor names are pacing broader US stocks higher this week, with Micron and Intel both extending sharp rebounds from earlier 2026 lows.
The move reflects fading investor anxiety over an AI capex slowdown, alongside easing concern that further rate hikes will crimp growth-sector valuations.
Chipmakers had been among the hardest-hit US stocks during the summer selloff, making their current strength a key barometer for tech-sector risk appetite heading into Q4.