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Investors are bailing on AI chip stocks, but not all of them equally, and the gap between winners and losers reveals something important about how Wall Street is rethinking the cost of building out artificial intelligence infrastructure.
The S&P 500 Index AMEX:SPY is up by +0.13% today, the Dow Jones Industrial Average AMEX:DIA is up by +1.04%, and the Nasdaq 100 Index NASDAQ:QQQ is down -0.57%. December E-mini S&P futures (ESZ26) are up +0158%, and December E-mini Nasdaq futures (NQZ26) are down -0.54%.Stock indexes are mixed toda…
AMD 주가가 인공지능 하드웨어 주식에서의 자금 유출로 3% 넘게 하락한 544.87달러로 마감했다. 이번 하락은 기업 내부 문제보다는 반도체 섹터 전반의 피로감과 단기 밸류에이션 부담이 반영된 결과다. 인텔 등 주요 반도체 기업도 동반 하락하며 8거래일 연속 내림세를 이어갔다.