
Chip Stocks Tumble on AI Spending Fears, Rally Loses Steam
A broad selloff in semiconductor shares erases billions in market value as investors question lofty AI valuations and geopolitical risks mount.
Jul 16, 20260 views

A broad selloff in semiconductor shares erases billions in market value as investors question lofty AI valuations and geopolitical risks mount.

South Korean chipmaker's 20% two-day slide triggers global semiconductor rout, raising fears of a bubble in AI hardware stocks.

The ChatGPT maker's first inference chip marks a strategic move to reduce reliance on Nvidia, as tech giants from Google to SpaceX race to build their own silicon.