Chip Stocks Take A Breather After Historic Run. What's Next For Semiconductor Group?

The article reports that the Philadelphia semiconductor index (SOX) slipped on Monday despite individual gains in lagging chip large-caps such as Qualcomm, Nvidia and Intel. SOX — which tracks the 30 largest U.S. chip stocks — had been on an 18-session winning streak through Friday, the longest run for the group. The pullback signals a pause or consolidation in the chip-sector rally even as some major names continue to post gains, a development that could weigh on tech-heavy indices (like the US Tech 100) and sentiment around semiconductor momentum in the near term.