Barron's July 06, 2026 • 14:56

Buy the Chip Stocks Dip but Beware These ‘AI Cannibalization’ Trades, J.P. Morgan Says - Barron's

By Naomi Buchanan

Sandisk, Marvell and other chip stocks were leading the rebound Monday, and J.P. Morgan says it's time to buy the dip.

The chip sector has had a rough start to the second half of the year but its time to buy the dip, according to J.P. Morgan analysts.
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Buy the Chip Stocks Dip but Beware These ‘AI Cannibalization’ Trades, J.P. Morgan Says - Barron's

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