🟢 SMH is trading 1.5% up today as dip-buyers return after a sharp AI and chip pullback

SMH is trading 1.5% up today as semiconductor and AI-linked stocks rebound from a sharp pullback driven by bubble warnings and tariff threats.

• The gain aligns with a broader risk-on rally that has pushed the Nasdaq Composite up over 1% amid easing geopolitical tensions.
• Investors are engaging in dip-buying across high-beta tech sectors following last week's concerns over AI spending and BIS bubble warnings.
• The recovery marks a reversal from recent pressure tied to potential digital services taxes and macroeconomic uncertainty.