Is it safe to get back into chip stocks? Some investors think so, but here’s what they should keep in mind. - MarketWatch
1. SOX rose 3% as chip stocks rallied, indicating positive market conditions. 2. AMD's stock surged 7.1%, aided by potential tariff reductions. 3. Uncertainty over AI chip export restrictions may limit semiconductor growth. 4. Oracle's multibillion-dollar contract with AMD boosts confidence in AI chips. 5. Nvidia could face challenges if stringent export rules remain in effect.