Stocks Dip on Massive Chip Selloff

Shares of semiconductor stocks plunged on Thursday, extending a recent selloff as investors turn skeptical on the artificial intelligence trade after the Democrats dominated the midterm elections. A team of Bloomberg experts help break down the recent market moves and what comes next, including US Semiconductor Reporter Ian King, US Senior Equities Editor Eric Weiner, Executive Technology Editor Michael Shephard, and Global Head of Tech Research Mandeep Singh. Plus, Equity Research Analyst at Wells Fargo Timna Tanners talks an anticipated steel selloff and how the Midterm results may impact metals industries.

Chapters: 00:00:00 Bloomberg Businessweek Daily 00:04:09 Markets: Semiconductors Plunge 00:05:56 Chipmakers, AI & the Blue Wave 00:08:14 Can Chip Demand Keep Up With the AI Boom? 00:12:08 Markets React to Data Center Backlash 00:15:18 AI Trade, Nvidia & Safe Havens 00:17:44 Data Center Loans & Financing Risks 00:19:03 Markets: Tech Selloff Continues 00:20:53 Microsoft Pulls Back From Risky Data Centers 00:22:39 Data Center Regulation & Political Risk 00:25:26 AI Growth vs. Community Concerns 00:28:08 Neo-Clouds Face New Regulatory Hurdles 00:30:12 Software Stocks & the AI Trade 00:32:10 AI Spending & Overseas Data Centers 00:34:25 Steel, Tariffs & the Midterm Impact 00:38:00 Data Centers, Metals & Industrial Demand 00:40:00 Iran War, Oil & Interest Rates 00:42:35 Markets Come Off Their Lows 00:45:59 Stock Movers: Sandisk, CoreWeave & AI -------- More on Bloomberg Tele