Analysis-‘Brutal session’ for chip stocks shows AI trade is turning

Global Market: AI trade faces biggest test yet as chip stocks tumble across Asia

Asian AI stocks tumbled as rising bond yields, higher financing costs, and concerns over excessive infrastructure spending weakened investor confidence. South Korea’s Kospi and Japan’s chipmakers suffered sharp losses, while AI-related funding faced tougher scrutiny. Investors increasingly demand sustainable revenues and profits, questioning whether massive AI investments will deliver expected returns.

Analysis-‘Brutal session’ for chip stocks shows AI trade is turning

By Tom Westbrook SINGAPORE, Oct 13 (Reuters) - A selloff in AI supplier shares on Tuesday is the strongest sign to date that the mood on the trade of the decade is shifting, with worries rising interest rates could scupper a spending spree bigger than ...

The AI trade is cracking

A sell-off in AI chip stocks, led by Samsung and SK Hynix, is the strongest sign yet that the mood on the trade of the decade is shifting.

Analysis-’Brutal session’ for chip stocks shows AI trade is turning

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