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Chip stocks slide as Broadcom boss warns of AI capex 'casino'
Financial Times·KR · US·about 14 hours ago
US equities are pressured by sharp declines in semiconductor names (Applied Materials, Lam Research, Micron) during Tuesday's session, while Meta trades higher. The move suggests sector-specific rotation or negative news affecting chipmakers, though the underlying driver is not specified. This matters as semis are a market bellwether for tech and growth sentiment.