Chip Stocks Tumble as AI Pacing Call Reaches Beyond Memory: Intel Drops 7%, AMD Sinks 6%, NVIDIA Pulls Back

Quick Read Intel's 7% drop and AMD's 6% slide outpace NVIDIA's 3% pullback, an order that is the reverse of AI exposure ranking, suggesting a positioning unwind rather than a demand shift. SOXX falling 6% against QQQ's 2% drop confirms the sell-off is chip-specific, not a broad Nasdaq retreat. Amodei explicitly ruled out halting AI training, and Anthropic itself committed to deploying AMD's MI450 GPUs in a disclosed partnership. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA made the cut. Enter your email to see the other nine names and why NVDA earned its spot. The report is free. Enter your email and see the full list.