Abandon chip? - Reuters Morning Bid

What this episode covers

A dramatic selloff in chip stocks has Wall Street asking whether the AI boom is hitting a wall. With rising bets on Fed rate hikes despite Chair Kevin Warsh ditching forward guidance, investors are bracing for more volatility. Today’s recommended read: Fed's bubble blind spot is cause for anxiety, Mike Dolan Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest Read more from Amanda Cooper and Anna Szymanski Produced by Eliza Davis Beard and Abisoye Adelusi Sound engineering and music by Sebastian and Josh Sommer Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Our Standards: The Thomson Reuters Trust Principles. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of Reuters Morning Bid?

This episode is 10 minutes long.

When was this Reuters Morning Bid episode published?

This episode was published on June 24, 2026.

What is this episode about?

A dramatic selloff in chip stocks has Wall Street asking whether the AI boom is hitting a wall. With rising bets on Fed rate hikes despite Chair Kevin Warsh ditching forward guidance, investors are bracing for more volatility. Today’s recommended...

Can I download this Reuters Morning Bid episode?

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