📉 Chipmaker stocks plunge due to doubts over AI profitability
Markets in the US and Asia are witnessing a crash in the shares of major semiconductor manufacturers. In South Korea, the Kospi index fell by 10.8%, while shares of Samsung and SK Hynix dropped by more than 13%. In the US, Nvidia shares fell by 5%.
🌍 The market is shifting toward evaluating the actual return on investment (ROI) from AI infrastructure spending.
👤 It is crucial to monitor how quickly companies convert computing power into revenue. This is a process of risk reassessment.