{"version":"1.0","type":"card","id":"a679cd0f-15d3-4014-b808-381f3ac1fafb","url":"https://stacklist.com/card/a679cd0f-15d3-4014-b808-381f3ac1fafb","title":"SOXX Enters Bear Market: Why Ed Yardeni Says Semiconductor Stocks Could Fall Another 12%","source_url":"https://www.benzinga.com/etfs/sector-etfs/26/07/60544499/soxx-enters-bear-market-why-ed-yardeni-says-semiconductor-stocks-could-fall-another-12","note":"Semiconductors plunged 20%, but Ed Yardeni warns the SOXX could fall another 12%. Learn why AI fears, margin calls are driving the selloff.","image":{"url":"https://ucarecdn.com/ebd13bf1-1d86-4a1a-870e-c35f5e1e3ba6/","alt":"SOXX Enters Bear Market: Why Ed Yardeni Says Semiconductor Stocks Could Fall Another 12%","width":1280,"height":800},"stack":{"id":"f947deb3-cc46-4708-be70-b5d70fe6a5d3","title":"Signals Served #020 — Intelligence Got Cheap in Public","url":"https://stacklist.com/c/finance/stack/f947deb3-cc46-4708-be70-b5d70fe6a5d3"},"created_at":"2026-07-21T15:39:24.864Z","updated_at":null,"aco":{"summary":"SOXX, the iShares Semiconductor ETF, has plunged 20.3% from its June 2 peak, officially entering bear market territory as the AI semiconductor rally unwinds. Veteran strategist Ed Yardeni warns that semiconductor stocks could fall another 12%, highlighting a stark divergence between the calm broader S&P 500 and the tech sector freefall.","tags":["semiconductors","bear-market","soxx","ai-stocks","tech-selloff","ed-yardeni","momentum-stocks"],"key_entities":[{"name":"Ed Yardeni","type":"person","confidence":0.98},{"name":"iShares Semiconductor ETF (SOXX)","type":"organization","confidence":0.97},{"name":"Roundhill Memory ETF (DRAM)","type":"organization","confidence":0.85},{"name":"Benzinga","type":"organization","confidence":0.9},{"name":"Bear Market","type":"concept","confidence":0.95},{"name":"AI Semiconductor Rally","type":"concept","confidence":0.92},{"name":"S&P 500","type":"concept","confidence":0.88}],"classification":"analysis","language":"en","confidence":0.85,"provenance":{"model":"claude-opus-4-6","tool":"@stacklist/mcp-server@2.0.0","confidence":0.85,"timestamp":"2026-07-21T15:39:33.935Z"},"token_counts":{"approximate":2071,"cl100k":1732},"content_hash":"sha256:6d149933257b9fc7accedb1f462b53020b83e9cccfc496ace63ffd8bca1f2d9c","acp_version":"0.2","body_available":true,"body_tokens":2071,"visibility":"public","agent_accessible":true,"status":"final"},"_links":{"self":"/api/public/card/a679cd0f-15d3-4014-b808-381f3ac1fafb.json","html":"https://stacklist.com/card/a679cd0f-15d3-4014-b808-381f3ac1fafb","md":"/api/public/card/a679cd0f-15d3-4014-b808-381f3ac1fafb.md","stack_json":"/api/public/stack/f947deb3-cc46-4708-be70-b5d70fe6a5d3.json"}}