In this short clip from Live Trading Room (Jul 7, 2026), Samantha LaDuc reviews the ongoing sector rotation out of semiconductors—particularly memory stocks—and into software and hyperscalers, arguing that this remains one of the strongest and most consistent themes in the market.
While several semiconductor names have already experienced sharp declines, she believes many are still not finished correcting, with additional downside likely before a durable bottom forms.
July is expected to remain a choppy, range-bound market, with earnings season as the next major catalyst for determining whether investors continue to reduce exposure to the semiconductor sector.
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