These tech stocks got unfairly swept up in last week’s selloff, analysts say

These tech stocks got unfairly swept up in last week’s selloff, analysts say These tech stocks got unfairly swept up in last week’s selloff, analysts say One analyst notes ‘a meaningful gap between price and fundamentals’ in some corners of the chip sector Shares of Arista Networks have risen 29% so far this year. Hardware and software stocks alike have been swept up by concerns about the sustainability of the artificial-intelligence trade — but analysts say some of those shares have been unjustly punished. William Blair analyst Sebastien Naji noted that the iShares Semiconductor ETF lost 17% in October, and it’s down 28% from its high in June.

Copyright ©2026 MarketWatch, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 ‘It seems bizarre’: We’re in our 80s with $950,000 in traditional IRAs. Why is our adviser pushing us to do Roth conversions? 6 dividend stocks for investors who want to cut their exposure to the S&P 500 To avoid the 1% adviser fee, why don’t I just pick funds, hold them for 10 years and reap the benefits?

Britney Nguyen is a tech reporter covering Nvidia, chips and AI. You can find her on X at @britneycath. Intraday Data provided by FACTSET and subject to terms of use.

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