US financial news network; covered the partial mid-week recovery that excluded Nvidia and Alphabet, suggesting market differentiation rather than full reversal
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CNBC · United States · AI chip stocks shed $1.3 trillion as Broadcom earnings miss triggers expectations reset
Noted that while other megacap tech stocks bounced by June 26, Nvidia and Alphabet remained under pressure, suggesting investors were specifically reassessing the two companies most exposed to AI capex questions.
“Nvidia, Alphabet sit out megacap tech bounce as chip stocks sink.”