36 ms·
So is this good news for the companies that have taken a hit as AI stocks have climbed, and semiconductor shortages have rattled investors?
by apparent 2mo ago
So is this good news for the companies that have taken a hit as AI stocks have climbed, and semiconductor shortages have rattled investors?
- benrutter 2mo agoI'd be cautious describing market sell offs as good news for anyone since the fall out could be pretty bad (that's a "worst case" scenario, so far nothing like that) There's some winners though, people dumping AI stocks are mostly buying stocks elsewhere, Apple being an obvious winner[0]. [0] https://www.theguardian.com/technology/2026/jul/28/apple-second-ever-5tn-company-as-investors-flee-ai-stocks?CMP=Share_AndroidApp_Other https://www.theguardian.com/technology/2026/jul/28/apple-sec...
- apparent 2mo agoI wasn't referring to the purely financial angle. I meant that whatever news is driving this apparent valuation change could have impacts on other companies (like ones that are having to cope with the chip shortages).