Special guest Rob Spivey joins us this week!
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Going into last week, semiconductor stocks were already suffering their worst monthly rout since 2008.
There was no single cause for the bearish turn.
Wall Street grew anxious about how quickly Big Tech could turn massive AI investments into profits. Reports that NVIDIA Corporation (NVDA) might backstop a large OpenAI data-center project revived “circular financing” concerns, while China’s fast-growing memory-chip industry raised new competition fears.
