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Chip Stocks' Worst Month Ever Versus Software: Is the AI Trade Cracking?

BenzingaJul 17, 2026, 1:17 PMPiero Cingari

SOXX has fallen 19.95% against IGV in July, the worst month on record. Yet, chip earnings estimates are intact — only the multiple broke.

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benzinga
Observed
Jul 17, 2026, 1:17 PM
Checked
Jul 17, 2026, 1:17 PM
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Captured once, then retained as an archive reference
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