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	<title>Search Results for &#8220;semiconductor&#8221; &#8211; ISABELNET</title>
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	<description>Advanced Stock Market Forecast for Professional and Individual</description>
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	<title>Search Results for &#8220;semiconductor&#8221; &#8211; ISABELNET</title>
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		<title>Largest Contributors to the YTD Change in NTM EPS for MSCI AC World</title>
		<link>https://www.isabelnet.com/msci-acwi-ex-u-s-and-sp-500-index/</link>
		
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		<pubDate>Fri, 04 Sep 2026 08:30:15 +0000</pubDate>
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					<description><![CDATA[Largest Contributors to the YTD Change in NTM EPS for MSCI AC World Most of the Technology sector&#8217;s positive earnings revisions have come from its more cyclical areas, particularly semiconductors and related hardware. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>PHLX Semiconductor Index Intra-Year Declines vs. Calendar Year Returns</title>
		<link>https://www.isabelnet.com/cash-rolling-10-year-annualized-returns/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 28 Aug 2026 08:30:13 +0000</pubDate>
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					<description><![CDATA[PHLX Semiconductor Index Intra-Year Declines vs. Calendar Year Returns Every year, the PHLX Semiconductor Index makes investors sit through an average 30% drawdown. But it has closed higher in 20 of the last 31 years. Welcome to the cost of long-term alpha in semis. Image: J.P. Morgan Asset Management]]></description>
		
		
		
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		<title>3-Month Peak to Trough Decline in Hedge Fund Gross Leverage</title>
		<link>https://www.isabelnet.com/sp-500-hedge-fund-long-positioning/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 24 Aug 2026 08:30:21 +0000</pubDate>
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					<description><![CDATA[3-Month Peak to Trough Decline in Hedge Fund Gross Leverage Hedge funds cut exposure aggressively in July, triggering one of the sharpest de-grossing episodes of the past decade and a steep selloff in their most popular positions, particularly in AI, semiconductor and momentum stocks. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Aggregate Earnings Surprise &#8211; S&#038;P 500, Nasdaq 100, Philly Semiconductors, Bloomberg AI Value Chain</title>
		<link>https://www.isabelnet.com/earnings-surprise/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 03 Aug 2026 08:30:32 +0000</pubDate>
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					<description><![CDATA[Aggregate Earnings Surprise &#8211; S&#38;P 500, Nasdaq 100, Philly Semiconductors, Bloomberg AI Value Chain The S&#38;P 500 just posted its strongest earnings season in years, powered by AI-driven profits. When the index beats estimates by this much, investors are more comfortable paying rich valuations. Image: Bloomberg]]></description>
		
		
		
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		<title>History of Asset Bubbles Past 60-Years</title>
		<link>https://www.isabelnet.com/history-of-asset-bubbles-past-60-years/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 24 Jul 2026 08:32:11 +0000</pubDate>
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					<description><![CDATA[History of Asset Bubbles Past 60-Years The AI rally is powering investor enthusiasm, with semiconductor names among the biggest winners. It&#8217;s also reviving talk of past hype cycles and whether the run can last. Image: BCA Research]]></description>
		
		
		
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		<title>Contribution to S&#038;P 500 EPS Growth</title>
		<link>https://www.isabelnet.com/earnings-sp-500-ltm-eps-growth-yoy/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 22 Jul 2026 08:30:47 +0000</pubDate>
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					<description><![CDATA[Contribution to S&#38;P 500 EPS Growth S&#38;P 500 earnings are riding a strong tailwind from booming energy profits and tight AI chip supply, with semiconductor stocks responsible for nearly half of Q2 2026 growth. Image: J.P. Morgan Asset Management]]></description>
		
		
		
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		<title>Sector Fund Flows</title>
		<link>https://www.isabelnet.com/global-sector-flows/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 20 Jul 2026 08:30:23 +0000</pubDate>
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					<description><![CDATA[Sector Fund Flows Despite the selloff, semiconductors have seen heavy inflows over the past few weeks. That looks more like dip buying than broad risk aversion. Will it last? Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
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		<title>Semiconductor Earnings vs. Hyperscaler Free Cash Flows</title>
		<link>https://www.isabelnet.com/semiconductor-sales-vs-global-earnings-per-share/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 08 Jul 2026 08:30:39 +0000</pubDate>
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					<description><![CDATA[Semiconductor Earnings vs. Hyperscaler Free Cash Flows Semiconductor earnings are riding the AI capex wave, but hyperscaler free cash flow is taking a hit as spending on chips, data centers, and networking accelerates. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Semiconductors as a Share of the S&#038;P 500</title>
		<link>https://www.isabelnet.com/global-semiconductor-sales-vs-msci-world-eps-growth/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 01 Jul 2026 08:33:14 +0000</pubDate>
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					<description><![CDATA[Semiconductors as a Share of the S&#38;P 500 The market&#8217;s weak spot is concentration. Semiconductors have climbed to 18.8% of the S&#38;P 500, a record and more than twice their dot-com era peak. One miss can pull everything down. Image: Real Investment Advice]]></description>
		
		
		
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		<title>Where Every S&#038;P 500 Dollar Goes</title>
		<link>https://www.isabelnet.com/total-real-return-of-1000-investment-with-dollar-cost-average-vs-sp-500-valuations/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 25 Jun 2026 08:33:26 +0000</pubDate>
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					<description><![CDATA[Where Every S&#38;P 500 Dollar Goes 18 cents of every S&#38;P 500 dollar now goes to semiconductors, 33 cents to the Mag 7, and 40 cents to the ten largest holdings. Passive money does not seek bargains, reinforcing concentration in the market&#8217;s largest positions. Image: Real Investment Advice]]></description>
		
		
		
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		<title>Daily Percentage Change in the Philadelphia Semiconductor Index (SOX)</title>
		<link>https://www.isabelnet.com/semiconductor-sales-lead-ism-manufacturing-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 09 Jun 2026 08:30:42 +0000</pubDate>
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					<description><![CDATA[Daily Percentage Change in the Philadelphia Semiconductor Index (SOX) The Philadelphia Semiconductor Index (SOX) fell 10.26% last Friday, its sharpest decline since March 2020. The long-term story remains intact, but expectations had clearly overheated. Image: Deutsche Bank]]></description>
		
		
		
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		<title>Semiconductors vs. Consensus Fwd 12m EPS</title>
		<link>https://www.isabelnet.com/performance-semiconductors-vs-sp-500/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 29 May 2026 08:30:03 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Semiconductors vs. Consensus Fwd 12m EPS Semiconductor stocks have rallied faster than analysts have raised near-term earnings estimates, leaving valuations stretched relative to short-term fundamentals. The easy upside appears largely exhausted. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>YTD Returns of Select Equity Indices</title>
		<link>https://www.isabelnet.com/ytd-returns-and-cumulative-losses-for-different-asset-classes/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 26 Jan 2026 09:30:49 +0000</pubDate>
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					<description><![CDATA[YTD Returns of Select Equity Indices Wall Street has lost some spark. The KOSPI, fired up by semiconductor leaders, has surged 15% this year, dwarfing the S&#38;P 500&#8217;s and Nasdaq 100&#8217;s modest 1% gains. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>ISM Manufacturing Index and SOX Philadelphia Semiconductor Index</title>
		<link>https://www.isabelnet.com/ism-manufacturing-index-and-sox-philadelphia-semiconductor-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 24 Feb 2024 09:30:46 +0000</pubDate>
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					<description><![CDATA[ISM Manufacturing Index vs. Semiconductors Semiconductors are discounting a substantial rise in the U.S. ISM Manufacturing PMI, which suggests a robust expansion in manufacturing activity and overall economic growth. Image: BofA Global Investment Strategy]]></description>
		
		
		
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		<title>Stocks &#8211; Global Semiconductor and Semiconductor Equipment</title>
		<link>https://www.isabelnet.com/stocks-global-semiconductor-and-semiconductor-equipment/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 04 Oct 2022 10:31:48 +0000</pubDate>
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					<description><![CDATA[Stocks &#8211; Global Semiconductor and Semiconductor Equipment Should investors expect global semiconductor stocks continue to fall? Image: BCA Research]]></description>
		
		
		
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		<title>Global Semiconductor Stocks</title>
		<link>https://www.isabelnet.com/global-semiconductor-stocks/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 29 Sep 2022 10:31:31 +0000</pubDate>
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					<description><![CDATA[Global Semiconductor Stocks Will global semiconductor stocks keep falling? Image: BCA Research]]></description>
		
		
		
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		<title>SOX Semiconductor Index vs. ISM New Orders</title>
		<link>https://www.isabelnet.com/sox-semiconductor-index-vs-ism-new-orders/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 06 Nov 2021 10:30:20 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[SOX Semiconductor Index vs. ISM New Orders The SOX Semiconductor Index tends to track the ISM New Orders Index closely. Image: BofA Global Investment Strategy]]></description>
		
		
		
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		<title>Markets Suffering From Semiconductor Shortage</title>
		<link>https://www.isabelnet.com/markets-suffering-from-semiconductor-shortage/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 29 Apr 2021 11:30:03 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=49723</guid>

					<description><![CDATA[Markets Suffering From Semiconductor Shortage How long will the semiconductor shortage last? Image: Morgan Stanley Wealth Management]]></description>
		
		
		
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		<title>Stocks &#8211; Philadelphia Semiconductor Index (SOX)</title>
		<link>https://www.isabelnet.com/stocks-philadelphia-semiconductor-index-sox/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 21 Apr 2021 11:30:56 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Stocks &#8211; Philadelphia Semiconductor Index (SOX) Can semiconductor stocks continue to soar this year? Image: Financial Times]]></description>
		
		
		
			</item>
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		<title>China Imports of Semiconductor Manufacturing Equipment by Country</title>
		<link>https://www.isabelnet.com/china-imports-of-semiconductor-manufacturing-equipment-by-country/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 04 Mar 2021 12:30:27 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[China Imports of Semiconductor Manufacturing Equipment by Country China is a net importer of semiconductors and depends heavily on manufacturers from the U.S. and its allies. Image: Gavekal, Macrobond]]></description>
		
		
		
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