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

Goldman Sachs Urges Hedging as AI Trade Concentration Risks Grow

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