Nvidia, AMD and Intel stocks plunge before open: are 5% yields breaking the AI trade? - TradingView

www.tradingview.com 2026-09-24 TradingView

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Companies:Nvidia AMD Intel Goldman Sachs Gabelli Funds Bowersock Capital Partners S&P Global

People:Emily Bowersock Hill Anshul Sehgal Hendi Susanto

Technologies:AI Inference Agentic AI GPU CPU Compute Infrastructure Physical AI Enterprise AI Networking Equipment

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Semiconductor AI Treasury Yields Valuation Pressure Compute Demand Inference Federal Reserve Tech Stocks Chip Industry Macro Risk Capital Expenditure AI Infrastructure Enterprise AI Physical AI

News Summary

The pre-market selloff in Nvidia, AMD, and Intel on Thursday is best understood not as a demand shock but as a macro repricing event colliding with an already-stretched AI narrative. The 10-year Treas... Read original →

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