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The AI Boom Is Starting to Look Expensive
Episode 830
Published 4 months ago
Description
For months, investors have rewarded the suppliers of the AI boom, especially chipmakers, because their role is obvious. If everyone needs more computing power, someone has to sell the hardware. That part of the trade still makes sense. The Philadelphia Semiconductor Index recently hit a fresh record and is up roughly 106% this year. But Tuesday morning, the mood has shifted.
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