IDScan is offering free credit monitoring and ID protection after leaking driver's licenses13m ago A native Gemini app is finally available for Windows PCs23m ago Amazon makes its agentic AI platform Quick generally available for desktop on Windows and macOS37m ago Visa, Mastercard and Ant International team up on ID checks for AI agents37m ago Wall Street already loves ChatGPT. Now OpenAI is doubling down.1h ago BNP says AI borrowing will end the credit bull market, and it is lending to AI too55m ago Anthropic reveals rogue AI agents hate CAPTCHAs, just like you59m ago Cognition Adds Dioxus Team to Advance Devin Coding Agent59m ago Peter Thiel-Backed AI Startup Cognition Raises Funds at $48 Billion Valuation1h ago Anthropic Details Disrupted Claude Misuse Across Seven Harm Areas1h ago OpenAI Releases GPT-6 Astra for Coding and Computer Use1h ago The AI You Didn't Know You Bought1h ago India’s Pocket FM doubles revenue run rate to $500M as AI powers 93% of audio content1h ago Andrew Tulloch, Poster Child for Out-of-Control AI Spending, Reportedly Quits Meta1h ago

IDScan is offering free credit monitoring and ID protection after leaking driver's licenses13m ago A native Gemini app is finally available for Windows PCs23m ago Amazon makes its agentic AI platform Quick generally available for desktop on Windows and macOS37m ago Visa, Mastercard and Ant International team up on ID checks for AI agents37m ago Wall Street already loves ChatGPT. Now OpenAI is doubling down.1h ago BNP says AI borrowing will end the credit bull market, and it is lending to AI too55m ago Anthropic reveals rogue AI agents hate CAPTCHAs, just like you59m ago Cognition Adds Dioxus Team to Advance Devin Coding Agent59m ago Peter Thiel-Backed AI Startup Cognition Raises Funds at $48 Billion Valuation1h ago Anthropic Details Disrupted Claude Misuse Across Seven Harm Areas1h ago OpenAI Releases GPT-6 Astra for Coding and Computer Use1h ago The AI You Didn't Know You Bought1h ago India’s Pocket FM doubles revenue run rate to $500M as AI powers 93% of audio content1h ago Andrew Tulloch, Poster Child for Out-of-Control AI Spending, Reportedly Quits Meta1h ago

Chips & Compute Business & Enterprise5 min reading time

The AI chip trade cracked this week, and the hunt for what replaces it has begun

The Next WebPublished Jul 3, 2026

Semiconductor stocks linked to AI chips dropped about 12% over two days in early July 2026, led by Micron Technology and others, as investors shifted focus to enterprise software firms amid signs of slowing AI chip demand and weak job growth.

More on this story

South Korea chip maker SK hynix rides AI boom raising $26.5bn in huge US listing
Jul 10· 2 sources
US investors will soon get access to SK Hynix, another memory maker riding the AI boom
Jul 6· TechCrunch

#enterprise-software #micron-technology #phlx-semiconductor-index #servicenow #sk-hynix #snowflake

More in Chips & Compute

Chips & Compute

DOJ Probes Nvidia’s Tie-Up With Groq on Antitrust Concerns

Covered by 2 sources16h ago

Chips & Compute5 min read

D-Matrix Connects Raptor XPUs to NVIDIA AI Factories via NVLink Fusion

Covered by 2 sources6h ago

Chips & Compute5 min read

Celero raises $275m to bring coherent optics inside AI data centres

The Next Web6h ago