EPISODE · Jun 23, 2026 · 4 MIN
The AI Boom Is Starting to Look Expensive
from The Market Screener · host Marketscreener
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.
What this episode covers
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.
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The AI Boom Is Starting to Look Expensive
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