WS #11608
Semiconductor and AI stocks fall sharply as Samsung's preliminary Q2 results and DeepSeek's chip plans fuel anxiety over AI infrastructure spending and demand, with Microsoft replacing OpenAI/Anthropic with own AI. Microsoft is replacing OpenAI and Anthropic models with its own AI in some apps, signaling cost control and vertical integration, a bullish signal for MSFT amid tech selloff.
Tech Selloff Deepens on AI Spending Concerns
Semiconductor and AI stocks fall sharply as Samsung's preliminary Q2 results and DeepSeek's chip plans fuel anxiety over AI infrastructure spending and demand, with Microsoft replacing OpenAI/Anthropic with own AI.
Microsoft is replacing OpenAI and Anthropic models with its own AI in some apps, signaling cost control and vertical integration, a bullish signal for MSFT amid tech selloff.