The Direxion Daily Semiconductors 3x Bull ETF (SOXL) plummeted by 5% in intraday trading on Friday, December 27th. This leveraged semiconductor ETF tracks 3 times the daily performance of the PHLX Semiconductor Sector Index.
Semiconductor stocks experienced a broad sell-off on Friday, with major players like Broadcom, Nvidia, Super Micro, and Marvell declining 2-3%. The semiconductor sector faced headwinds after a Chinese AI startup, DeepSeek, announced a new AI model with capabilities comparable to OpenAI and Anthropic, but trained at a fraction of the cost using Nvidia GPUs.
Nvidia, which has seen its stock rebound from lows under $130 on optimism around its AI chips, faces challenges as the DeepSeek announcement raises questions about potential U.S. restrictions on exporting chips to China and the need for massive GPU clusters to train AI models cost-effectively. Investors await Nvidia CEO Jensen Huang's keynote at CES 2024 for updates on the company's next-gen "Rubin" chip.
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