The 'sell chips, buy software' trade reappears as Wall Street caps off another volatile week
business
Per CNBC, the trading strategy known as 'sell chips, buy software' is reappearing on Wall Street. It involves rotating investment away from semiconductor companies toward software makers as the market closes out another volatile week.
Source: https://www.cnbc.com/2026/07/24/the-sell-chips-buy-softwa...
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