Chip Stocks Slump as Nvidia, Micron and SanDisk Lead Losses on Yield Pressure
Nvidia shares slipped about 2% on Thursday while SanDisk fell nearly 7%, as rising yields and hotter wholesale inflation weighed on AI-linked chipmakers.
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what happened
Nvidia shares slipped roughly 2% on Thursday morning as investors reassessed the financial risks tied to the artificial intelligence boom. Selling spread well beyond graphics processors. SanDisk, one of the strongest S&P 500 performers this year, lost close to 7%, while Micron Technology and SK Hynix each dropped more than 5%. Advanced Micro Devices and Taiwan Semiconductor Manufacturing also moved lower.
According to GuruFocus, the move followed data showing U.S. wholesale inflation picked up in September at its fastest rate since 2022. Persistent price pressure could complicate Federal Reserve rate decisions and keep borrowing costs high for companies pouring money into computing capacity.
why it matters
Chip investors are shifting their attention from demand alone to whether companies can fund sustained AI growth. Even solid earnings across the semiconductor supply chain may not reassure markets while inflation and financing risks stay unresolved.
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instruments
sources
- Nvidia, Micron and SanDisk Leads Chip Sell-Off as Rising Yields Rattle AI Investors — gurufocus.com, 15 October 2026 at 16:03 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
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