Rates Could Reach 4.5% On AI Spending, And Semiconductors Get Paid First (NASDAQ:SMH)
· seekingalpha.com
iShares Semiconductor ETF and VanEck Semiconductor ETF semiconductor funds remain Buys as AI-driven capex fuels demand. Click for more on SMH and SOXX.
On September 16 the Fed raised its target range to 3.75% to 4%, which I recently covered , arguing that this puts the S&P 500 ( SP500 ) between conflicting fisc...