SynopsisLast week, AI bellwethers including Nvidia, AMD and Intel came under renewed selling pressure, while semiconductor stocks such as Micron, Broadcom and Marvell remained well below their recent highs, as investors questioned whether the industry’s trillion-dollar infrastructure buildout could generate sustainable returns.Overinvestment in AI infrastructure and circular deals among top tech companies continue to weigh on global markets, fuelling fears of an AI bubble. Last week, AI bellwethers including Nvidia, AMD and Intel came under renewed selling pressure, while semiconductor stocks such as Micron, Broadcom and Marvell remained well below their recent highs, as investors questioned whether the industry’s trillion-dollar infrastructure buildout could generateNow Playing
ET Graphics: Wall Street cuts AI giants’ paper valuation loop - The Economic Times
Last week, AI bellwethers including Nvidia, AMD and Intel came under renewed selling pressure, while semiconductor stocks such as Micron, Broadcom and Marvell remained well below their recent highs, as investors questioned whether the industry’s trillion-dollar infrastructure buildout could generate sustainable returns.
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