The AI trade is splintering as inflation fears rattle hyped-up tech stocks

Investors are wondering if steep inflation and increased borrowing costs could derail the AI buildout.

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Investors are wondering if steep inflation and increased borrowing costs could derail the AI buildout

Oct. 14, 2026, 7:36 p.m. ET

Megacap tech names have outpaced semiconductor stocks for eight consecutive sessions, according to data from Jefferies. Photo: Getty Images/iStockphoto

Flaring inflation concerns are threatening to unravel the core of the artificial-intelligence trade. Investors are grappling with the possibility that the copious investment dollars poured into chips and hardware could dry up.

Shares of the iShares Semiconductor ETF SOXX fell over 4% on Wednesday, with specialized chip names like Credo CRDO down 10% and Marvell Technology MRVL down 9%. After hitting a fresh all-time high earlier in October, the Nasdaq Composite Index COMP fell 1.9% on Wednesday. Meanwhile the S&P 500 SPX dipped 1.1% and the Dow Jones Industrial Average DJIA slipped 0.1%.

About the Author

Christine Ji

Christine Ji is a reporter covering Big Tech.

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