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The AI chip trade cracked this week, and the hunt for what replaces it has begun from The Next Web RSS feed.
The AI chip trade cracked this week, and the hunt for what replaces it has begun
The trade that defined the first half of 2026, buying anything with proximity to a GPU, broke apart in the holiday-shortened week before Independence Day. The PHLX Semiconductor Index, which had surged more than 80% in the first half, sank 6.3% on Wednesday and 5.4% on Thursday, a two-session decline of roughly 12%. While chip stocks […]
This story continues at The Next Web