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Chip stocks are suffering from a ‘crisis of confidence’ — but things aren’t as gloomy as they seem

Investors are concerned about whether demand for chips will be sustained over time. However, one analyst points out that large technology companies are still spending heavily.

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NVDA

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Nvidia

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MarketUS stocks
SectorInformation Technology
IndustrySemiconductors
Market cap$5.1T
Close on 10/30/2026204.81
Change that session-4.14%
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