$iShares Semiconductor ETF(SOXX.US)According to the latest US inflation report, both headline and core inflation came in…
$iShares Semiconductor ETF(SOXX.US)
According to the latest US inflation report, both headline and core inflation came in hotter than expected at 0.4% and 0.3% respectively. This could mean US Fed will likely raise interest rate more aggressively in December 2026. This could also mean AI boom is facing another test. It's no longer about whether AI companies can make money, it's also about whether they can afford to keep borrowing and building without affecting their financial statements. However, there are always risks and rewards and I believe good companies will still be able to find a way out and do well in the long run. Nonetheless, I will be more cautious and invest more in ETFs like SOXX which consist of diversified companies and companies that I believe in.
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