{"id":5595,"date":"2026-07-29T15:34:25","date_gmt":"2026-07-29T15:34:25","guid":{"rendered":"https:\/\/echeloncreativemedia.com\/marketvows\/2026\/07\/29\/chip-stocks-face-historic-decline-is-the-ai-super-cycle-ending-or-just-a-speed-bump\/"},"modified":"2026-07-29T15:34:25","modified_gmt":"2026-07-29T15:34:25","slug":"chip-stocks-face-historic-decline-is-the-ai-super-cycle-ending-or-just-a-speed-bump","status":"publish","type":"post","link":"https:\/\/echeloncreativemedia.com\/marketvows\/2026\/07\/29\/chip-stocks-face-historic-decline-is-the-ai-super-cycle-ending-or-just-a-speed-bump\/","title":{"rendered":"Chip Stocks Face Historic Decline: Is the AI Super-Cycle Ending or Just a &#8216;Speed Bump&#8217;?"},"content":{"rendered":"<p>Chip stocks, as measured by the Philadelphia semiconductor index (SOX), are experiencing one of their worst months ever, down over 22%, driven by concerns over AI financing, international competition, and the sustainability of the investment cycle. While some analysts fear a deeper correction, portfolio managers like Dan Niles view it as a &#8220;speed bump&#8221; in a long-term uptrend, citing historical precedents of significant drawdowns during booms.<\/p>\n<p>Key issues include a massive circular financing deal between Nvidia and OpenAI, increased competition from China in chip manufacturing, and a growing glut of AI-related debt, leading experts to question the pace of the AI boom&#8217;s continuation.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Chip stocks, as measured by the Philadelphia semiconductor index (SOX), are experiencing one of their worst months ever, down over 22%, driven by concerns over AI financing, international competition, and the sustainability of the investment cycle. While some analysts fear a deeper correction, portfolio managers like Dan Niles view it as a &#8220;speed bump&#8221; in [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":5596,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108337496-1784572720352-Vera_chip.jpg?v=1784572756&w=1920&h=1080","fifu_image_alt":"","footnotes":""},"categories":[28,29,31],"tags":[],"class_list":["post-5595","post","type-post","status-publish","format-standard","has-post-thumbnail","category-economy","category-global-affairs","category-technology","rifnote_country-china","rifnote_country-netherlands","rifnote_executive-adam-crisafulli","rifnote_executive-dan-niles","rifnote_executive-jonathan-krinsky"],"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108337496-1784572720352-Vera_chip.jpg?v=1784572756&w=1920&h=1080","_links":{"self":[{"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/posts\/5595","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/comments?post=5595"}],"version-history":[{"count":0,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/posts\/5595\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/media\/5596"}],"wp:attachment":[{"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/media?parent=5595"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/categories?post=5595"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/tags?post=5595"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}