AI-driven memory and semiconductor stocks lose steam as bitcoin rebounds, signaling a possible investor shift.
კლასტერი:
AI და ავტომატიზაცია
Memory and semiconductor stocks tied to AI, such as Sandisk and Micron, surged in early 2026 but have recently declined, with ETFs like Roundhill Memory down 25% from June highs. This pullback follows Meta's move to sell excess GPU capacity, impacting AI infrastructure providers. Meanwhile, bitcoin has rebounded above $61,000 from a two-year low, suggesting investors may be shifting focus back to digital assets after months favoring AI-related tech. It's too early to confirm a sustained rotation, but the trend hints at a rebalancing of risk between AI stocks and cryptocurrencies.
Source: Pluang