AI Chip Sell-Off

US stocks wobble as investors dump AI chip names and worry about valuations.

•Center & Right

How Major US Stock Indexes Fared July 28

Nasdaq-100 is on the edge of correction territory as semiconductor stocks take another beating

How major US stock indexes fared Tuesday 7/28/2026

Articles

Sources

30%

Analysis & opinion

The reporting

A neutral summary of the key facts most outlets agree on, drawn from reporting across the political spectrum.

Chip stocks sold off globally Tuesday, pushing the Nasdaq-100 into correction territory at one point with a drop of at least 10% from its most recent record high. South Korea’s Kospi plunged nearly 11% to a three-month low as SK Hynix and Samsung Electronics each fell more than 10%. In the U.S., semiconductor weakness left the Nasdaq Composite down 0.2%, while the S&P 500 rose 0.2% and the Dow Jones Industrial Average gained 1%. Investors cut exposure to AI-linked stocks amid questions over data-center borrowing, AI spending and Chinese competition.

Analysis & opinion

The arguments that emerged from this coverage — built only from the analysis and opinion pieces, never from straight reporting. Each dot is one article, placed by its outlet's bias — left to right. How to read our graphics →

The commentary is scattered.

weigh in — but each argues its own distinct claim, so no shared angle emerged. The other report the story straight.