A global selloff in semiconductor and technology equities extended Tuesday as investors reassessed crowded positions in artificial-intelligence supply chains and debt-funded expansion plans.
Chip-linked shares fell across Asia and Europe, dragging broader indices lower and contributing to softer crude oil prices as growth concerns resurfaced.
Fund managers cited worries that capital spending on data centers and advanced fabs may outpace near-term revenue, pressuring balance sheets at equipment makers and foundry customers alike.
Volatility indexes ticked higher while safe-haven assets attracted bids from traders reducing risk exposure.
Analysts said the pullback could persist until upcoming corporate guidance clarifies how AI infrastructure spending converts into durable earnings.
Created by Ayen Stabel.
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