The AI Chip Trade Just Had Its Worst Week of 2026, and It Wasn’t Even About AI Demand
A sharp early-July selloff wiped well over a trillion dollars off chip stocks including Micron, Intel and AMD, driven not…
Tag: semiconductors
The US Doesn’t Have Enough People to Build the Chip Plants It Just Funded
A Bloomberg analysis published July 7 warns that a shortage of skilled workers, projected to hit 157,000 by 2030, threatens…
Nvidia’s Order Backlog Nearly Doubled in One Quarter. That’s the Real AI Demand Signal.
Nvidia's data center revenue crossed $39 billion in a single quarter and its supply commitments nearly doubled to $95.2 billion,…