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AI Chip Volatility Tests the Market Rally
The AI trade is under pressure again as semiconductor stocks swing sharply, gas prices climb, and investors prepare for a crucial stretch of earnings reports.
Chuck Zodda and Mike Armstrong break down why recent moves in Micron, SanDisk, Taiwan Semiconductor, and Korean chip stocks show how volatile the AI trade has become. They also discuss why Taiwan Semiconductor’s strong earnings were not enough to lift the stock, how rising oil prices and record crack spreads are pushing gas and diesel costs higher, why renewed tensions around the Strait of Hormuz could pressure global energy supplies…
The skinny
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