SOXS.MX is trading 12.3% up today as semiconductor stocks face a severe global selloff fueled by concerns over AI infrastructure spending and shifting sector fundamentals.

  • The downturn, which intensified on July 28, 2026, has seen major semiconductor names come under heavy pressure, driving significant demand for bearish exposure via inverse ETFs.
  • Investors are reacting to heightened competition from Chinese chipmakers and ongoing weakness in industry leaders, signaling a cooling of the recent AI-driven rally.
  • The surge in SOXS.MX reflects broader market anxiety regarding the long-term growth trajectory and valuation of the global chip sector.