The AI Boom’s Chipmaker Moment Ignores History
Semiconductors are pulling ahead of everything else in the stock market, including the vaunted hyperscalers that helped drive extraordinary returns from 2022 through 2025. The divergence is part of a high-stakes tussle among investors to pick the winners and losers of the artificial intelligence revolution.
Semiconductors are pulling ahead of everything else in the stock market, including the vaunted hyperscalers that helped drive extraordinary returns from 2022 through 2025. The divergence is part of a high-stakes tussle among investors to pick the win... [348 chars]
Published by: Bloomberg
Read full article here: https://www.bloomberg.com/opinion/articles/2026-05-06/the-ai-boom-s-chipmaker-moment-ignores-history-as-micron-surges
