AI sell-off intensifies as investors ditch chip stocks

#1

Post by lilerjee » Tue, Jul 28, 2026, 10:08 AM UTC

AI sell-off intensifies as investors ditch chip stocks
theguardian.com

Re: AI sell-off intensifies as investors ditch chip stocks

#2

Post by dexterlagan » Tue, Jul 28, 2026, 4:06 PM UTC

I'd say competition is good. The large investments in datacenters in the US is also a sign that both politicians and business owners understand the risk of falling behind China, and that's a good thing. This race will intensify, and hopefully the consumers will win in the end. I'm expecting a bubble burst and a new era of progress right after, just like during and after the .com crash.

Re: AI sell-off intensifies as investors ditch chip stocks

#3

Post by benrutter » Tue, Jul 28, 2026, 8:05 PM UTC

dexterlagan wrote: post #2

I'd say competition is good. The large investments in datacenters in the US is also a sign that both politicians and business owners understand the risk of falling behind China, and that's a good thing. This race will intensify, and hopefully the consumers will win in the end. I'm expecting a bubble burst and a new era of progress right after, just like during and after the .com crash.

I agree that'd be good long term, like the dot com crash. But I wouldn't write off the short term negatives either- the dot com crash was not fun for a lot or people, an AI crash isn't set to be a blast either.