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AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says

Tue, 15 Sep 2026 07:43:43 -0400

Investing.com -- The AI semiconductor sell-off triggered by Anthropic CEO Dario Amodei’s essay on slowing AI capability development is a misreading of his actual message, with zero supply-chain evidence of any hardware pullback, according to Lynx Equities Strategies analyst KC Rajkumar.

NVIDIA (NASDAQ: NVDA), the dominant supplier of AI training GPUs and the most direct equity expression of AI infrastructure buildout, sits at the center of the debate, as investors weigh whether Amodei’s public call for measured AI development signals a coming reduction in compute demand.

Rajkumar, who published a note titled ’AI

AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says

Tue, 15 Sep 2026 07:43:43 -0400

Rajkumar, who published a note titled ’AI

AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says

Tue, 15 Sep 2026 07:43:43 -0400

Rajkumar, who published a note titled ’AI

AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says

Tue, 15 Sep 2026 07:43:43 -0400

Rajkumar, who published a note titled ’AI

AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says

Tue, 15 Sep 2026 07:43:43 -0400

Rajkumar, who published a note titled ’AI

AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says

Tue, 15 Sep 2026 07:43:43 -0400

Rajkumar, who published a note titled ’AI

AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says

Tue, 15 Sep 2026 07:43:43 -0400

Rajkumar, who published a note titled ’AI

AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says

Tue, 15 Sep 2026 07:43:43 -0400

Rajkumar, who published a note titled ’AI

AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says

Tue, 15 Sep 2026 07:43:43 -0400

Rajkumar, who published a note titled ’AI

AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says

Tue, 15 Sep 2026 07:43:43 -0400

Rajkumar, who published a note titled ’AI

AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says

Tue, 15 Sep 2026 07:43:43 -0400

Rajkumar, who published a note titled ’AI

AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says

Tue, 15 Sep 2026 07:43:43 -0400

Rajkumar, who published a note titled ’AI

AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says

Tue, 15 Sep 2026 07:43:43 -0400

Rajkumar, who published a note titled ’AI

AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says

Tue, 15 Sep 2026 07:43:43 -0400

Rajkumar, who published a note titled ’AI

Are KOSPI and SOX in a bubble? Citi answers

Fri, 14 Aug 2026 06:56:21 -0400

Investing.com -- Citi told clients in a note on Friday that investor attention around asset bubbles has moved away from U.S. large-cap benchmarks and toward chipmakers and South Korean stocks.

"Bubble focus has shifted away from SPX to semis and Korea," Citi analysts wrote.

The bank has argued for some time that U.S. equities are in a bubble while maintaining a constructive stance, saying such conditions can persist.

Citi manages that risk tactically through its "Generals indicator," which it said has not triggered a warning sign. The bank also noted that the Nasdaq 100 has not seen a blow-off

Are KOSPI and SOX in a bubble? Citi answers

Fri, 14 Aug 2026 06:56:21 -0400

Investing.com -- Citi told clients in a note on Friday that investor attention around asset bubbles has moved away from U.S. large-cap benchmarks and toward chipmakers and South Korean stocks.

"Bubble focus has shifted away from SPX to semis and Korea," Citi analysts wrote.

The bank has argued for some time that U.S. equities are in a bubble while maintaining a constructive stance, saying such conditions can persist.

Citi manages that risk tactically through its "Generals indicator," which it said has not triggered a warning sign. The bank also noted that the Nasdaq 100 has not seen a blow-off

Are KOSPI and SOX in a bubble? Citi answers

Fri, 14 Aug 2026 06:56:21 -0400

Investing.com -- Citi told clients in a note on Friday that investor attention around asset bubbles has moved away from U.S. large-cap benchmarks and toward chipmakers and South Korean stocks.

"Bubble focus has shifted away from SPX to semis and Korea," Citi analysts wrote.

The bank has argued for some time that U.S. equities are in a bubble while maintaining a constructive stance, saying such conditions can persist.

Citi manages that risk tactically through its "Generals indicator," which it said has not triggered a warning sign. The bank also noted that the Nasdaq 100 has not seen a blow-off

Are KOSPI and SOX in a bubble? Citi answers

Fri, 14 Aug 2026 06:56:21 -0400

Investing.com -- Citi told clients in a note on Friday that investor attention around asset bubbles has moved away from U.S. large-cap benchmarks and toward chipmakers and South Korean stocks.

"Bubble focus has shifted away from SPX to semis and Korea," Citi analysts wrote.

The bank has argued for some time that U.S. equities are in a bubble while maintaining a constructive stance, saying such conditions can persist.

Citi manages that risk tactically through its "Generals indicator," which it said has not triggered a warning sign. The bank also noted that the Nasdaq 100 has not seen a blow-off

S. Korea To Cap Retail Exposure To Leveraged ETF Investment - Bloomberg

Wed, 29 Jul 2026 08:24:28 -0400

Korea Finance Ministry Says In Statement After Meeting

S. Korea Moves To Curb Leveraged ETF Trading
S. Korea To Cap Retail Exposure To Leveraged ETF Investment

S. Korea To Cap Retail Exposure To Leveraged ETF Investment - Bloomberg

Wed, 29 Jul 2026 08:24:28 -0400

Korea Finance Ministry Says In Statement After Meeting

S. Korea Moves To Curb Leveraged ETF Trading
S. Korea To Cap Retail Exposure To Leveraged ETF Investment

S. Korea To Cap Retail Exposure To Leveraged ETF Investment - Bloomberg

Wed, 29 Jul 2026 08:24:28 -0400

Korea Finance Ministry Says In Statement After Meeting

S. Korea Moves To Curb Leveraged ETF Trading
S. Korea To Cap Retail Exposure To Leveraged ETF Investment

S. Korea To Cap Retail Exposure To Leveraged ETF Investment - Bloomberg

Wed, 29 Jul 2026 08:24:28 -0400

Korea Finance Ministry Says In Statement After Meeting

S. Korea Moves To Curb Leveraged ETF Trading
S. Korea To Cap Retail Exposure To Leveraged ETF Investment

S. Korea To Cap Retail Exposure To Leveraged ETF Investment - Bloomberg

Wed, 29 Jul 2026 08:24:28 -0400

Korea Finance Ministry Says In Statement After Meeting

S. Korea Moves To Curb Leveraged ETF Trading
S. Korea To Cap Retail Exposure To Leveraged ETF Investment

Chip selloff erases over $1 trillion in stock market value

Fri, 05 Jun 2026 15:54:06 -0400

By Noel Randewich

June 5 (Reuters) - ‌U.S.-traded chipmakers plunged on Friday, losing over $1 trillion in market value, with deep losses in AI heavy hitters including Nvidia, Micron ‌Technology and Advanced Micro Devices, as Broadcom's weak report earlier ⁠this week reverberated across Wall Street.

The PHLX chip index slumped almost 8.5% in ‌afternoon trading, putting it ‌on track for

Chip selloff erases over $1 trillion in stock market value

Fri, 05 Jun 2026 15:54:06 -0400

By Noel Randewich

The PHLX chip index slumped almost 8.5% in ‌afternoon trading, putting it ‌on track for