Chip stocks suffer worst stretch in 16 months as AI fatigue grips the market

MarketWatch· Hannah Pedone· Oct 13, 2026 · 9:02 PM

Anticipation is building for Anthropic’s investor day, as Wall Street grows less patient with heavy AI spending.

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AST SpaceMobile’s stock is feeling the heat from SpaceX’s wireless plans

AST’s commercial rollout could face delays due to satellite-launch challenges and SpaceX’s growing ambitions, an analyst warns.

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The comments made by Broadcom’s CEO at a conference in Singapore have been cited as a reason for microchip stocks’ slumps on both Monday and Tuesday.

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Even Elon Musk says Chinese memory-chip makers are catching up.

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