AI/semis volatility and AI infrastructure
Semiconductor stocks are unusually volatile and some analysts warn of further downside, while demand signals stay strong for memory, power and ChatGPT usage.
What we know
Kobeissi notes semis are among the most volatile on record, and Dan Ives sees chips possibly falling another 10–12%. Citi still expects 2027 memory undersupply, ChatGPT added 200M weekly users in two months, and Oracle is placing 65% of a $10B stock sale with ten investors. Kyle Chassé highlights $7.3B+ in nuclear backing from Amazon and Google.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.