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June 23, 2026 - Chip Stocks Crater as the AI Trade Hits Turbulence
Description
The AI trade finally hit turbulence.
In this episode of Market Pulse, we break down the sharp selloff in semiconductor stocks, why the market’s favorite momentum trade suddenly cracked, and what the move says about investor appetite for risk. After months of relentless enthusiasm around chips, AI infrastructure, and mega-cap tech leadership, today’s action raises a bigger question: is this just a healthy reset, or the start of a more serious unwind?
We dig into the key market signals, the pressure points building beneath the surface, and why investors should pay close attention when the strongest part of the market starts to stumble.
A fast, sharp look at the market moves that matter — and what they could mean next.
Disclosure: This podcast is for informational and educational purposes only and should not be considered investment advice. Markets involve risk, and listeners should conduct their own research or consult a financial advisor before making investment decisions.