Chip stocks hit by 'crisis of confidence' despite sustained big-tech capex

Semiconductor equities are under pressure as investors question the durability of AI-driven chip demand, though analysts point to continued heavy capital spending by large tech firms as a counterweight. The market is pricing in a demand slowdown that may be overstated, but uncertainty over AI monetization persists. This matters because chip stocks are a key barometer for tech-led market sentiment and broader risk appetite.

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