Published Aug 2, 2026, 9:00 AM ET · Updated 3 months ago · 1 source
Wall Street’s Favorite Bet Comes Undone as Chips Whipsaw Market
bloomberg
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Original Report
The one-way trade in semiconductor stocks that has defined equity markets this year is coming unglued, triggering stomach-churning volatility as investors grow increasingly concerned that the fire-hose of artificial intelligence spending won’t continue.