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Why Record Earnings Aren’t Good Enough for AI, Chip Investors

Chipmakers are delivering record earnings, yet investor skepticism is dragging stocks lower. Sky‑high expectations, crowded trades, and looming uncertainty mean the AI boom isn’t easy money anymore. Bloomberg’s Anthony Stephens has more. Original filename: VERT_AIGREATNESS_07302026_V5_FINAL (1).mp4 ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with…

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Chipmakers are delivering record earnings, yet investor skepticism is dragging stocks lower. Sky‑high expectations, crowded trades, and looming uncertainty mean the AI boom isn’t easy money anymore. Bloomberg’s Anthony Stephens has more.

Original filename: VERT_AIGREATNESS_07302026_V5_FINAL (1).mp4
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