Congress Is Suddenly Waking Up to the AI Doomsday Threat33m ago Don’t ask ChatGPT 'What should I do?' — this simple prompt helps you make better decisions yourself41m ago Extreme Networks’ Agent ONE Coworker moves AI networking from dashboards to answers42m ago Introducing ChatGPT for Financial Services46m ago Tesla unveils driverless Cybercab in Japan for 1st time1h ago The AI safety vibe shift2h ago Sam Altman met with top power utilities about securing the electrical grid. He offered one possible solution: OpenAI's cyber services.2h ago OpenAI Is Open to Slowing Cutting-Edge AI, CEO Sam Altman Tells Staff2h ago Tencent-Backed Chipmaker Enflame Jumps 188% in Shanghai Debut2h ago Salesforce introduces Enterprise AI Harness, AI Control Plane2h ago The Race for the Next Big Weight-Loss Drug Is On—and China Wants In3h ago How Social Media Platforms Are Identifying AI Content3h ago DeepSeek launches V4.1-Flash and retires V4-Pro, its flagship model3h ago OpenAI Wants to Know if an AI Industry Slowdown Would Even Be Legal3h ago

Congress Is Suddenly Waking Up to the AI Doomsday Threat33m ago Don’t ask ChatGPT 'What should I do?' — this simple prompt helps you make better decisions yourself41m ago Extreme Networks’ Agent ONE Coworker moves AI networking from dashboards to answers42m ago Introducing ChatGPT for Financial Services46m ago Tesla unveils driverless Cybercab in Japan for 1st time1h ago The AI safety vibe shift2h ago Sam Altman met with top power utilities about securing the electrical grid. He offered one possible solution: OpenAI's cyber services.2h ago OpenAI Is Open to Slowing Cutting-Edge AI, CEO Sam Altman Tells Staff2h ago Tencent-Backed Chipmaker Enflame Jumps 188% in Shanghai Debut2h ago Salesforce introduces Enterprise AI Harness, AI Control Plane2h ago The Race for the Next Big Weight-Loss Drug Is On—and China Wants In3h ago How Social Media Platforms Are Identifying AI Content3h ago DeepSeek launches V4.1-Flash and retires V4-Pro, its flagship model3h ago OpenAI Wants to Know if an AI Industry Slowdown Would Even Be Legal3h ago

Chips & Compute Business & Enterprise5 min reading time

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

The Next WebPublished Jul 3, 2026

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

South Korea chip maker SK hynix rides AI boom raising $26.5bn in huge US listing
Jul 10· 2 sources
US investors will soon get access to SK Hynix, another memory maker riding the AI boom
Jul 6· TechCrunch

#enterprise-software #micron-technology #phlx-semiconductor-index #servicenow #sk-hynix #snowflake

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