Category: Markets
Published: 2026-07-07T13:22:00.000Z
The Nasdaq faces pressure as semiconductor stocks decline and investors become more selective about AI-related equities. Despite Samsung's strong earnings beat, market sentiment has shifted from questioning AI demand to questioning whether massive AI infrastructure investments can justify current valuations. The Nasdaq has rallied 30% since March, creating crowded positioning and profit-taking risks if earnings disappoint.
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