Semiconductors plunged 20%, but Ed Yardeni warns the SOXX could fall another 12%. Learn why AI fears, margin calls are driving the selloff.

The PHLX Semiconductor Index fell nearly 20%, erasing $1.5 trillion in value. Analysts watch Bitcoin ETF inflows for signs of capital rotation into crypto.

The Philadelphia Semiconductor Index has fallen 20% from its peak after a 105% AI-driven rally, dragging Bitcoin and AI tokens lower.