واجهة مواجهة تجارة الذكاء الاصطناعي: أسهم الرقائق مقابل السبع العظماء و شركات التوسع العملاقة

The AI trade has been under pressure in recent weeks with worries ranging from circular financing to competition from China.

These fears have weighed on chip stocks. In fact, the PHLX Semiconductor Index saw its worst monthly performance since 2008 in July. The tech-heavy Nasdaq saw its worst July since 2006.

The Roundhill Magnificent Seven ETF also fell, with positive post-earnings moves unable to offset losses. Despite recent declines, Morgan Stanley CIO Michael Wilson flagged hyperscalers and the Magnificent Seven as better opportunities than semi names.