AI Hardware Derating
−1.1%
The selloff broadens as investors reassess whether AI infrastructure spending can keep growing fast enough to support peak semiconductor valuations. Nvidia remains the focal point, but AMD, Broadcom, TSMC and server-exposed suppliers also trade lower.
What it moves
- Technology−1.9%
- Industrials−0.4%
- Riskier companies' borrowing costs
- Market volatility
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