AI stocks lose $1 trillion as chip sell-off raises bubble fears

pcgamer.com —

Major AI and semiconductor stocks have lost over $1 trillion in combined market value this week, with Nvidia falling 8%, AMD 13%, and Intel nearly 15% amid a broad investor sell-off. Memory chip makers Samsung, SK hynix, and Micron each dropped 15-20%, triggered by fears of a potential memory oversupply by 2029 and rising financing costs for AI infrastructure, according to analysts and industry executives. Despite the decline, demand for AI computing remains strong, and lower prices may attract buyers, leaving uncertainty over whether the bubble is truly deflating or temporarily losing air.


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