Investing.com··Lance RobertsSemiconductor Sector Shows Parabolic Excess as Valuations Price in Three Years of Growth
Semiconductor ETF surges 244% since April 2025, but valuations now price in 2026-2028 earnings. AI capex fundamentals are real, but speculative momentum in lower-quality stocks signals bubble risk with potential for sharp reversals.
NVDAAMDMUAVGOSOXXmarket correctionvaluation risk