Inside the AI Chip Selloff A Sector in Motion

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Inside the AI Chip Selloff A Sector in Motion

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On this episode of The AI Podcast, Lucas and Luna break down the sharp selloff in AI chip stocks on Friday, June 26, 2026, with NVDA dropping 7.7% in five days and ARM falling 18%. They examine the divergence between soaring AI demand and falling chip stock prices, the rotation from pure-play AI to diversified industrials, and what the ASML and Applied Materials data says about real-cycle investment. Lucas argues this is a cyclical recalibration, not a bubble burst, drawing on historical analogies to the 1999 internet selloff. Luna pushes back on the narrative of a 'correction of the correction,' highlighting the Arm and Qualcomm weakness as a potential structural shift in mobile AI. The hosts also discuss the role of supply chain diversification and government CHIPS Act spending as a floor for equipment makers. The episode closes with a look at what earnings season will reveal about AI's true profitability. #AIChips #Selloff #NVIDIA #AMD #ARM #Semiconductors #ASML #AppliedMaterials #ChipStocks #StockMarket #Investing #Technology #AIPodcast #FexingoBusiness #BusinessPodcast #MarketAnalysis #CHIPSAct #SupplyChain Keep every episode free: buymeacoffee.com/fexingo

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