Barron's Commentary - Our Perspectives on The Selloff in Semiconductor Stocks
Doug Bycoff, Chief Investment Officer of The Bycoff Group, shares insights with Barron's on the recent semiconductor stock selloff during the week of July 19th. While the semiconductor index is at risk of a correction following a large rally, the fundamental trends driving demand—such as cellphone upgrades, AI servers and computers, autonomous cars, and robotics—are expected to continue.