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Chip Stock Volatility Puts the AI Rally on Edge
Semiconductor stocks have become one of the biggest drivers of the market, but the violent moves in memory chip names are raising new questions about whether the AI trade is starting to look stretched.
Chuck Zodda and Marc Fandetti break down why parabolic moves in chip stocks can create risk for the broader market, how semiconductor companies have historically struggled to sustain profit margins through full cycles, and why comparisons to earlier bubbles may matter even if the rally can keep going. They also discuss Alan Greenspan’s legacy at the Federal Reserve, how the Fed’s approach to…
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