WS #13306
Global AI-related stocks continue to sell off, with KOSPI down ~5% and Samsung/SK Hynix falling sharply, while Taiwan tech rebounds on Amazon's results. Apple warns of significant component shortages, causing a ~10% stock drop and erasing ~$500B in market value, with Nvidia reclaiming top spot. Alibaba releases Qwen 3.8-Max AI model, boosting its stock 5-7% and intensifying China's AI race. Leopold Aschenbrenner's AI-focused fund Situational Awareness reportedly fell ~67%, highlighting risks in the AI trade.
AI selloff and semiconductor rout
Global AI-related stocks continue to sell off, with KOSPI down ~5% and Samsung/SK Hynix falling sharply, while Taiwan tech rebounds on Amazon's results.
Apple warns of significant component shortages, causing a ~10% stock drop and erasing ~$500B in market value, with Nvidia reclaiming top spot.
Alibaba releases Qwen 3.8-Max AI model, boosting its stock 5-7% and intensifying China's AI race.
Leopold Aschenbrenner's AI-focused fund Situational Awareness reportedly fell ~67%, highlighting risks in the AI trade.