VanEck Semiconductor ETF is trading 2.5% up today as the semiconductor sector rebounds from an extreme selloff triggered by hawkish Fed repricing and higher-for-longer rate fears.
- Nasdaq futures are trending higher as broader risk sentiment stabilizes, allowing chip and information technology stocks to recover a portion of last week's sharp losses.
- Investors are reassessing the outlook for growth and AI demand, balancing these drivers against the reality of elevated interest rate expectations.
- The recovery follows a period of intense volatility where semiconductor stocks were hit particularly hard by shifting macroeconomic sentiment.