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Tech & Innovation·July 29, 2026·1 min read

Chip stocks slide in US and Asia as AI jitters rattle investors

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When chip names sell off simultaneously in the US and Asia on “AI jitters,” it’s a signal that the AI trade is now macro, not stock-specific. If your funding, equity comp, or capex plan leans on sustained AI euphoria, assume higher volatility and stress-test scenarios where multiples compress while demand is still catching up.