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✉news TechnologySemiconductors first seen 1 d ago, last 20 h ago, peak #9

Hartnett Says Semiconductor Earnings Are the Next Market Test

Original: The Sell Signal Is Gone, but Hartnett Says the Next Big Tell Is in Chips

BofA strategist Michael Hartnett says the sell signal he had flagged has disappeared, but he argues the next big clue for markets will come from semiconductor stocks. With equities rallying and the AI trade dominating flows, investors are watching chipmakers' results as the clearest gauge of whether the boom still has momentum.

Why now: Semiconductor earnings and the AI-driven rally are currently seen as the key barometer for whether stocks can keep climbing

Michael HartnettBank of Americasemiconductor industry

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