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The Capex Ex-Suppliers Trade: Earnings Season Is The Referee (NASDAQ:SMH)

Semiconductors and software have suddenly diverged, with hardware retracing sharply while the Mag 7...

BUSINESS NEWS July 18, 2026

The Capex Ex-Suppliers Trade: Earnings Season Is The Referee (NASDAQ:SMH)

Semiconductors and software have suddenly diverged, with hardware retracing sharply while the Mag 7 and key software ETFs push higher. Read more here.

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Semiconductors and software have suddenly diverged, with hardware retracing sharply while the Mag 7 and key software ETFs push higher. Read more here.

Author: Seeking Alpha

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