{"id":616634,"date":"2026-09-15T08:52:09","date_gmt":"2026-09-15T08:52:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/616634\/"},"modified":"2026-09-15T08:52:09","modified_gmt":"2026-09-15T08:52:09","slug":"chip-stocks-sink-on-ai-slowdown-calls-but-analysts-doubt-a-crash-is-near","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/616634\/","title":{"rendered":"Chip Stocks Sink on AI Slowdown Calls, But Analysts Doubt a Crash Is Near"},"content":{"rendered":"\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Chip stocks extended a rout on Monday, triggered by an AI slowdown call from Anthropic CEO Dario Amodei that sent the Philadelphia Semiconductor Index down as much as 5.9%.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Nvidia fell 3.4%, Broadcom slid nearly 5%, and Micron and AMD each dropped more than 4%, dragging the Nasdaq 100 down as much as 1.3% and reviving debate over whether AI-linked valuations face a sharper correction.  <\/p>\n<p>        AI Slowdown Selloff Reaches Asia          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">South Korea&#8217;s SK Hynix slid roughly 7.6% in sympathy with its US peers, tied to the same AI infrastructure buildout, Seoul Economic Daily reported.  <\/p>\n<p>    <a href=\"https:\/\/s.yimg.com\/lo\/mysterio\/api\/bf6f492d5686a7302905141680766c5f45bced4af6a2e8f3ade910334c941ec4\/lightyear_networkapi\/resizefit_w960%3Bquality_80%3Bformat_webp\/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fbeincrypto_us_662%2F80eb83ad3ebaebce73b0e5b137780df8.png\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Like its US counterparts, SK Hynix also felt the sting of the AI Safety fears.\" height=\"616\" width=\"960\" class=\"yf-1f8hkhu loader\"\/><\/a> Like its US counterparts, SK Hynix also felt the sting of the AI Safety fears. Image Source: Trading View           <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Amodei&#8217;s essay argued the most advanced AI systems risk slipping beyond human control without deliberate restraint. OpenAI&#8217;s Sam Altman and xAI&#8217;s Elon Musk both endorsed the call.  <\/p>\n<p>        Is a Crash Actually Coming          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Not every analyst reads this as the start of something bigger. Bank of America semiconductor analyst Vivek Arya called the reaction background noise.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">&#8220;We view these events as noise relative to a secular market where AI-capex could surge 3x to $3tn+ by decade-end.&#8221;  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><iframe loading=\"lazy\" title=\"Chip Stocks Tumble on AI Safety Fears &amp; Rising Yields\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/3f8XR7I7YMc?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Arya noted the chip index still trades near 19 times forward earnings, roughly matching the S&amp;P 500, despite earnings growth running about seven times faster than the broader market. The index has still gained 67% so far in 2026, making Monday&#8217;s slide look modest by comparison.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Other investors see more fragility. BeInCrypto has previously flagged circular financing concerns around Nvidia&#8217;s expanding role as both chip supplier and financier to its own AI customers, a structure some compare to the vendor financing that preceded the dot-com bust.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The gap between the two camps comes down to one question. Does AI monetization keep pace with the spending it has already justified?  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Strong earnings from Nvidia and its customers could make this pullback temporary. A slower order book, or a verified case of models acting beyond expected limits, would test that thesis quickly.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Read the Original story <a href=\"https:\/\/beincrypto.com\/chip-stocks-ai-slowdown-crash-risk\/\" data-ylk=\"slk:Chip%20Stocks%20Sink%20on%20AI%20Slowdown%20Calls%2C%20But%20Analysts%20Doubt%20a%20Crash%20Is%20Near;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Chip Stocks Sink on AI Slowdown Calls, But Analysts Doubt a Crash Is Near&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Chip Stocks Sink on AI Slowdown Calls, But Analysts Doubt a Crash Is Near<\/a> by Darryn Pollock at <a href=\"https:\/\/beincrypto.com\" data-ylk=\"slk:beincrypto.com;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;beincrypto.com&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">beincrypto.com<\/a>  <\/p>\n","protected":false},"excerpt":{"rendered":"Chip stocks extended a rout on Monday, triggered by an AI slowdown call from Anthropic CEO Dario Amodei&hellip;\n","protected":false},"author":2,"featured_media":616635,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,205620,48596,85,46,4136,208752,3000,278973,71979,125,44560],"class_list":["post-616634","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-chip-stocks","tag-dario-amodei","tag-il","tag-israel","tag-nvidia","tag-philadelphia-semiconductor-index","tag-sam-altman","tag-seoul-economic-daily","tag-sk-hynix","tag-technology","tag-vivek-arya"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/616634","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=616634"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/616634\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/616635"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=616634"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=616634"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=616634"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}