--- title: Chip stocks rebound but record put buying signals caution description: Chip stocks rebounded Monday after Friday's $1.3 trillion sector rout triggered by Broadcom's AI revenue miss. Micron surged 10% and Marvell jumped 9%, but put... canonical: https://daily.dev/posts/chip-stocks-rebound-but-record-put-buying-signals-caution-ncxvsjajw twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: Chip stocks rebound but record put buying signals caution | daily.dev og:description: Chip stocks rebounded Monday after Friday's $1.3 trillion sector rout triggered by Broadcom's AI revenue miss. Micron surged 10% and Marvell jumped 9%, but put... og:url: https://daily.dev/posts/chip-stocks-rebound-but-record-put-buying-signals-caution-ncxvsjajw og:image: https://api.daily.dev/og/posts/NCXvsJAJW.png og:image:alt: Chip stocks rebound but record put buying signals caution og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Chip stocks rebound but record put buying signals caution **[The Next Web](https://daily.dev/sources/tnw)** · 3 min read · 0 upvotes · 0 comments ## Summary Chip stocks rebounded Monday after Friday's $1.3 trillion sector rout triggered by Broadcom's AI revenue miss. Micron surged 10% and Marvell jumped 9%, but put options on the VanEck Semiconductor ETF (SMH) hit an all-time high of nearly 1.7 million open contracts, signaling traders are buying downside protection rather than abandoning positions. Implied volatility on SMH sits at 46 — over 2.5x the broader market's VIX — creating a popular institutional hedge of selling semiconductor volatility while buying cheap broad-market protection. Despite strong AI infrastructure spending ($600B+ from hyperscalers) and Nvidia's 93% data center revenue growth, stretched valuations leave no margin for earnings misses. Nvidia's Vera Rubin platform enters production this quarter, with HBM4 memory supply risks as a key watchpoint. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Similar posts on daily.dev - [South Korean chip shares rally after Micron’s upbeat earnings](https://daily.dev/posts/south-korean-chip-shares-rally-after-micron-s-upbeat-earnings-z35qnrdew) · The Next Web · 0 upvotes · 0 comments - [AI chip stocks lost 12% in two days as investors hunted new winners](https://daily.dev/posts/ai-chip-stocks-lost-12-in-two-days-as-investors-hunted-new-winners-jgxockyul) · The Next Web · 1 upvotes · 1 comments - [Hedge funds sold chip stocks for a fourth week, but not the AI trade](https://daily.dev/posts/hedge-funds-sold-chip-stocks-for-a-fourth-week-but-not-the-ai-trade-shate1gng) · The Next Web · 0 upvotes · 0 comments - [Why Wall Street thinks US memory maker Micron is the next Nvidia](https://daily.dev/posts/why-wall-street-thinks-us-memory-maker-micron-is-the-next-nvidia-qa0ojpmro) · TechCrunch · 0 upvotes · 0 comments --- Tags: [#nvidia](https://daily.dev/tags/nvidia), [#ai-infrastructure](https://daily.dev/tags/ai-infrastructure) [View this post on daily.dev](https://daily.dev/posts/chip-stocks-rebound-but-record-put-buying-signals-caution-ncxvsjajw) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"Chip stocks rebound but record put buying signals caution","url":"https://daily.dev/posts/chip-stocks-rebound-but-record-put-buying-signals-caution-ncxvsjajw","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/chip-stocks-rebound-but-record-put-buying-signals-caution-ncxvsjajw"},"datePublished":"2026-06-08T18:14:16.752Z","dateModified":"2026-06-08T18:20:10.157Z","description":"Chip stocks rebounded Monday after Friday's $1.3 trillion sector rout triggered by Broadcom's AI revenue miss. Micron surged 10% and Marvell jumped 9%, but put...","image":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/a25de91771fcbdec8a01ed24e678f866?_a=AQAEuop","thumbnailUrl":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/a25de91771fcbdec8a01ed24e678f866?_a=AQAEuop","isAccessibleForFree":true,"articleSection":"The Next Web","inLanguage":"en","publisher":{"@type":"Organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180}},"author":{"@type":"Organization","name":"The Next Web","logo":"https://media.daily.dev/image/upload/t_logo,f_auto/v1/logos/tnw","url":"https://daily.dev/sources/tnw"},"commentCount":0,"discussionUrl":"https://daily.dev/posts/chip-stocks-rebound-but-record-put-buying-signals-caution-ncxvsjajw","interactionStatistic":[{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":0},{"@type":"InteractionCounter","interactionType":{"@type":"CommentAction"},"userInteractionCount":0}],"keywords":"nvidia,ai-infrastructure","timeRequired":"PT3M"} {"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://daily.dev"},{"@type":"ListItem","position":2,"name":"The Next Web","item":"https://daily.dev/sources/tnw"},{"@type":"ListItem","position":3,"name":"Chip stocks rebound but record put buying signals caution"}]} ```