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Illustration of the Wall Street bull turning away from a fading AI chip toward rising charts for industrials, banks, and energy stocks

Wall Street Is Rotating Out of AI: Inside the $3.3 Trillion Chip Selloff

Semiconductor stocks have shed trillions in weeks, a single Monday wiped out over $1 trillion, and the money is flowing into industrials, banks, and energy. What's actually driving Wall Street's great AI rotation — and what it isn't.

Jul 29, 2026