Geopolitical risk and a fast-moving sector rotation collided this week, hitting AI semiconductor stocks just as the rally was showing signs of fatigue. The selloff has revived a familiar debate across global markets: is the AI buildout losing steam, or are investors simply repricing a trade that had become too crowded and too leveraged?
The immediate catalyst was an escalation in U.S.-Iran tensions. As Washington expanded large-scale airstrikes and Tehran threatened neighboring states and key energy corridors, ceasefire expectations that had lingered for weeks unraveled. Markets were… Read more
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SpaceX, Elon Musk’s company, is at an all-time low, while the Dogecoin ETFs launched in late 2025 have done little to change the trend. The
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