The AI chip trade cracked this week, and the hunt for what replaces it has begun

The Next Web
Read the full article
Semiconductor stocks linked to AI chips dropped about 12% over two days in early July 2026, led by Micron Technology and others, as investors shifted focus to enterprise software firms amid signs of slowing AI chip demand and weak job growth.

More on this story


More in Chips & Compute

Musk Claims $40 Billion Chips Debt Closed, Yet Talks Ongoing

Bloomberg

Blackstone Bet on Chips Drove a Debt Boom That’s Upending Credit

Covered by 2 sources
Chips & Compute4 min read

On the ground at Nvidia's AI showpiece: Jensen-mania, robot ducks and neocloud distress

CNBC