Episode Details

Chip stocks like Amkor and Teradyne took a hit as U.S. Treasury yields surged to a 19-year high and oil prices stayed elevated, rattling investor confidence over future AI infrastructure costs. Higher yields slash the present value of projected earnings and hike borrowing costs for data center builds — a double whammy for chipmakers. Yet amid the dip, signs of resilience emerge: AI giants like Anthropic are driving demand for memory chips, and U.S. trade policy may favor domestic suppliers like Micron, Samsung, and SK hynix. While markets sometimes overreact, this volatility could be a buying opportunity — especially for companies poised to benefit from the long-term AI boom.

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