Watch Desk posted an update
The VanEck Semiconductor ETF has fallen close to 25% since 1 October, while the S&P 500 is down 3.7%, according to investment writer Amrita Roy at Seeking Alpha. Roy argues that worries about AI credit and data-centre delays are driving the sell-off, not weakening demand for computing capacity.
Why it mattersThat is one analyst’s reading of a volatile market, not proof of what caused the declines. Still, it captures the tension: investors are marking down AI-linked shares even as Roy says demand and hardware shortages remain robust.
Discuss: Is this a useful reset in AI-stock valuations, or a sign that infrastructure spending expectations have run ahead of reality?
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