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✉news TechnologySemiconductors first seen 14 h ago, last 10 h ago, peak #28

Chip Stocks Slide Again After Broadcom's Soft AI Guidance

Original: NVDA, INTC, AMD, MU: Major Chip Stocks Fall For Second Day After AVGO's Soft AI Guidance

Major semiconductor stocks including Nvidia, Intel, AMD and Micron fell for a second consecutive day after Broadcom issued weaker-than-expected artificial intelligence guidance. Broadcom is seen as a bellwether for AI chip demand, so its cautious outlook raised concerns across the sector that spending on AI infrastructure may be cooling, dragging down other chipmakers in sympathy.

Why now: Broadcom's soft AI guidance is being read as a warning signal for demand across the whole AI chip sector.

BroadcomNvidiaIntelAMDMicron

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Rank over time, top of the chart is #1. 4 snapshots from 14 h ago to 10 h ago.

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