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STORY: Schoenfeld said semiconductors are a better barometer of the stock market’s health than mega-cap tech, noting a sharp rebound in chip shares since April and flagging policy and AI-spending dynamics as key drivers to watch.
“Semiconductor orders are highly correlated to the spend on AI that the super scalers are involved in,” Schoenfeld. “And semiconductors are also critical for manufacturing all around the world, in Europe, in Asia, [and] in China.”
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