Topic
Semiconductors
2 articles
Semiconductors
AI Fatigue Reshapes Market Themes as Chip Stocks Slide
Chip stocks are in their worst stretch in 16 months as AI fatigue spreads. What changed, who is exposed and what to watch in this week's market themes.
Semiconductors
Market themes: optical and memory stocks lead Monday selloff
Ciena, Lumentum and other optical networking stocks fell about 8% to 10% on Monday, while memory shares also slid. What drove the AI-infrastructure selloff.