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AI demand is 'unlimited'. So why are chip stocks falling?
Executives say AI demand is bottomless and order books are full five years out. Chip stocks keep swinging anyway. The gap is expectations, not demand.
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economictimes.indiatimes.com
Morgan Stanley warns AI chip rally may be running out of steam
Morgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI chips. She expects slowing AI…
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cnbc.com
‘Almost unlimited’: Execs says AI demand remains strong even as enterprises move to ‘valuemaxxing’
AI-related chip stocks have been volatile amid a debate over AI demand and spending.
