Is the AI Chip Rally Over? What the July 2026 Selloff Really Showed
Short Answer: Probably Not — But the Market Has Entered a New Phase In early July 2026, semiconductor stocks suffered one of the sharpest selloffs of the year. Micron fell as much as 13% in a single session, wiping out roughly $138 billion in market value. Intel and Applied Materials each dropped about 10%. AMD … Read more