Goldman Sachs Picks 23 Defensive Stocks as AI Trade Worries Mount

UBS: Power and Grid Constraints Are the Next Phase of the AI Trade

Goldman's Ex-AI Index Trails S&P 500 by 11.6 Points as Chip Stocks Surge

Investors Point to AI Trade Rotation as Bitcoin Posts Best 3-Day Rally Since 2023

Winklevoss: AI Trade Hands Bitcoin Investors a 'Time Machine' to $65k

Magnificent Seven Mentions on Bloomberg Fall to Lowest Since 2023

Bitcoin Holds $64K as Traders Eye $100B SpaceX Stock Unlock, Kospi Drops 4.4%

Bitcoin Nears $64K as Traders Shrug Off Fourth Coldcard Hack

South Korean Chipmakers Drag Emerging Markets Lower as Bitcoin Holds Near $64K

Steve Eisman Sells Google, Warns AI Trade Is a 'One-Trick' Market

Polymarket Bets 85% Odds the Fed Holds Rates Through 2026 as AI Trade Stalls

NVDA

This event suggests that the AI investment cycle may be transitioning from infrastructure build-out to a digestion phase, where oversupply and diminishing marginal returns weigh on semiconductor stocks. For crypto, which has closely tracked AI hype through tokens like FET and RNDR, this decoupling could trigger a correction in AI-themed assets as retail sentiment sours.

Nvidia Corporation

SK Hynix Inc.

Samsung Electronics Co.

KOSPI Index

Nvidia strikes a new memory-chip deal, while SK Hynix and Samsung shares face heavy pressure and South Korea's Kospi index declines amid waning AI trade.

Nvidia Strikes New Memory Deal as SK Hynix, Samsung Sink on Waning AI Trade

The Waning AI Trade Is Actually a Crypto Bullish Catalyst – Here's Why