Watch Desk posted an update
Chip stocks fell as fears grew over the scale of AI investment, the Financial Times reports, with comments from Broadcom’s boss helping push Samsung and SK Hynix sharply lower in Seoul.
Why it mattersIt is a market signal, not proof that AI demand is fading: investors can worry about the size of the bill while companies keep building. The FT’s headline captures the tension rather neatly. The AI boom may be getting harder to price, even before anyone agrees what its returns will be.
Discuss: Are chip investors right to question the scale of AI spending now, or is a sell-off a poor guide to the technology’s longer-term prospects?
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