Wall Street’s AI doomsday trade is here: chipmakers sink while hyperscalers gain
- Posted on September 14, 2026
- By Fortune
- 0 Views
- 1 min read
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Wall Street’s AI doomsday trade is here: chipmakers sink while hyperscalers gain
Nvidia fell more than 3% while Meta, Microsoft and Alphabet rose, as investors begin to separate the companies that need endless AI capex from those that could profit by cutting it.