Cracks Grow Across the AI Trade as Memory-Chip Stocks Tumble

Cracks grow across the AI trade as memory-chip stocks tumble

Concerns include competition from China, rising interest rates, stretched valuations and the cost of building AI infrastructure.

The AI trade is cracking. Here's how to profit

Despite the Magnificent Seven making record highs, the The AI trade is showing signs of cracks. But there may be an opportunity for traders.

Cracks grow across the AI trade as memory-chip stocks tumble

Risks surrounding the AI trade have grown Read more at The Business Times.

‘Easy money is past’: why investors are rethinking the AI memory-chip trade

A sharp sell-off in Asian memory chip stocks this week signals growing investor doubts over whether the sector’s AI-driven profit boom can last, even as soaring prices drive strong quarterly earnings across the sector. Shares in market leaders Samsung Electronics and SK Hynix plunged in Seoul on Tuesday, extending a days-long slide that has also swept up Chinese rival ChangXin Memory Technologies (CXMT). Samsung and SK Hynix closed down 7.4 per …

Watch Asia Tech Stocks Are Cracking as AI Trade Wobbles

Here's a glimpse of what's dragging tech and chipmaker stocks down from the US to Asia.