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Wall Street's favorite bet falters as chip stocks whipsaw the market

Chip stocks shed $1.3 trillion in value as the AI trade unravels. 82% of fund managers called semiconductors the most crowded trade. Bitcoin

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cryptobriefing.comStai leggendo2 g fa

Wall Street's favorite bet falters as chip stocks whipsaw the market

Chip stocks plummeted into bear market after $1.3 trillion wipeout, with Broadcom's guidance miss triggering doubts over AI capex sustainability. For tech leaders, the reset signals compressed deployment timelines and demand for proof that infrastructure spending actually converts to chip orders.

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fortune.com2 g fa

Wall Street’s favorite bet comes undone as chips whipsaw market | Fortune

SOX crashed 21% in July as investors doubt AI spending sustainability and open-source models reduce infrastructure needs. Chip cycles are notoriously volatile; margins at historic highs will contract, impacting datacenter capex and stack decisions.

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domenica 2 agosto 2026·cryptobriefing.com
Wall Street's favorite bet falters as chip stocks whipsaw the market
Chip stocks shed $1.3 trillion in value as the AI trade unravels. 82% of fund managers called semiconductors the most crowded trade. Bitcoin
domenica 2 agosto 2026·fortune.com
Wall Street’s favorite bet comes undone as chips whipsaw market | Fortune
The Philadelphia Stock Exchange Semiconductor Index, or SOX, plunged 21% in July for its worst month since October 2008.