WS #12830
Semiconductor stocks (NVDA, SMH, ASML) are falling sharply on AI capex sustainability fears and China's homegrown DUV tool development, with Morgan Stanley warning memory prices may peak. Nvidia, Microsoft, SpaceX, and IBM formed the Open Secure AI Alliance for open-source AI security tools, notably excluding OpenAI, Google, and Anthropic.
Chip sector selloff and AI capex concerns
Semiconductor stocks (NVDA, SMH, ASML) are falling sharply on AI capex sustainability fears and China's homegrown DUV tool development, with Morgan Stanley warning memory prices may peak.
Nvidia, Microsoft, SpaceX, and IBM formed the Open Secure AI Alliance for open-source AI security tools, notably excluding OpenAI, Google, and Anthropic.