The AI Boom Is Starting to Look Expensive
The Market Screener · Jun 23, 2026 · 4:02
The Market Screener · Jun 23, 2026 · 4:02
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
For months, investors have rewarded the suppliers of the AI boom, especially chipmakers, because their role is obvious. If everyone needs more computing power, someone has to sell the hardware. That part of the trade still makes sense. The Philadelphia Semiconductor Index recently hit a fresh record and is up roughly 106% this year. But Tuesday morning, the mood has shifted.
Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
