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Stocks tumble on global chip rout with Nasdaq off more than 1%, led by Micron: Live updates

Global tech selloff deepens as AI-driven chip stocks trigger Nasdaq’s steepest drop in months

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The brief

Stock markets are experiencing a sharp downturn, with the Nasdaq Composite falling over 1% and the broader S&P 500 also declining. The selloff is concentrated in semiconductor and AI-related stocks, including Micron, Nvidia, and AMD, as concerns mount over valuation and spending in the AI sector. Coverage highlights a second consecutive day of losses, with Asian markets also extending declines tied to chip sector weakness.

Financial outlets—including *The Wall Street Journal*, *Bloomberg*, *Yahoo Finance*, and *MarketWatch*—emphasize the role of AI-driven demand in the rout, framing it as a correction in overvalued tech stocks. Analysts point to Micron’s lead in the downturn, while broader indices reflect the ripple effects across global markets. Reports from *Forbes* and *Axios* link the selloff to fears of an AI bubble, though specifics on triggers remain speculative.

Watch for further volatility in semiconductor stocks and potential spillover into broader tech indices. Coverage does not yet specify whether central banks or macroeconomic factors are influencing the trend.

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Quick answers

Which stocks are driving the selloff?

Semiconductor and AI-related stocks, particularly Micron, Nvidia, and AMD, are leading the decline.

Is this a global or U.S.-only issue?

Both U.S. and Asian markets are affected, with the Nasdaq and S&P 500 declining alongside regional indices.

Are analysts calling this a bubble burst?

Some reports, like those from *Axios* and *Forbes*, reference 'AI bubble fears,' but coverage does not confirm a definitive bubble collapse.

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