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Capital is flowing out of the largest tech companies and bitcoin as investors pile into semiconductors, memory stocks and space-related opportunities.
The best-performing stocks of the past decade are coming under pressure as investors question the enormous cost of the AI arms race and rotate into new fields with stronger momentum.
Microsoft (MSFT) is down 33% from its recent highs, while Meta (META) has dropped 28%. Tesla (TSLA), Amazon (AMZN), Nvidia (NVDA) and Alphabet (GOOGL) are all trading more than 10% below, with Apple (AAPL) the best performer at -7%.
It's not as though capital has given up on AI entirely. Instead, it's flowing into the companies that provide the infrastructure that the boom feeds on. Beneficiaries include chipmakers, including memory-chip producers, and real estate, needed to host the vast server farms that support AI processing.
The biggest winners from the rotation have been memory and semiconductor stocks. Memory-chip maker Sandisk (SNDK) has surged roughly 800% this year and the Global X Artificial Intelligence & Technology ETF, which focuses on memory-related companies (DRAM), is up about 140%. In microprocessors, Micron Technology (MU) has gained about 230% this year, and the VanEck Semiconductor ETF (SMH) 67%.
In addition, capital has been attracted SpaceX (SPCX), Elon Musk's space exploration company that is also expanding into AI. Last week, the company raised $75 billion in the largest IPO in history.
While AI has become the market's dominant investment theme, the cash required to feed the growth is rising even faster. Google parent Alphabet (GOOGL), Amazon, Microsoft and Meta are expected to spend a combined $725 billion on capital expenditures this year, a 77% increase from last year's record level.
Free cash flow is no longer fully funding these ambitions. Alphabet, Amazon and Meta, collectively borrowed some $93 billion last year, accounting for roughly 6% of total corporate bond issuance.
Another source of support is also fading. Share repurchases have fallen 33% to $132 billion in 2025, reducing a key pillar of demand for these stocks.
The story today is not just about concerns over AI spending. It is also about capital rotation. Investors are moving out of the Magnificent 7 and crypto, two of the market's biggest winners over the past several years, and reallocating toward semiconductors, memory, and SpaceX-linked opportunities that are increasingly viewed as the next beneficiaries of the AI investment cycle.
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Bitcoin's growing divergence from tech stocks raises concerns as AI spending surges, says Quinn Thompson.
Thompson's broader concern extends beyond crypto and believes a wave of blockbuster IPOs (SpaceX, Anthropic and OpenAI) could absorb trillions of dollars in investor capital, creating a liquidity drain.
One of the clearest signs for Thompson is the Magnificent Seven's underperformance relative to the broader Nasdaq. Historically, healthy bull markets are characterized by leaders leading. Today, however, many of the index's gains are being driven by semiconductor and AI supply chain names rather than the hyperscalers that sparked the initial rally.
The challenge for those hyperscalers is growing, Thompson says. Massive AI-related capital expenditure commitments pressure free cash flow, increasing debt levels, and reducing share buybacks.
Yet cutting spending could undermine the semiconductor and AI infrastructure trade that has supported the broader technology complex.
Thompson concludes that rising IPO supply is set to compete for capital and investor attention, while He sees a difficult path forward for both AI leaders and the wider market.
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A look at the day ahead in European and global markets from Tom Westbrook
South Korea's chip-heavy KOSPI (.KS11), opens new tab made an unconvincing attempt at a bounce on Wednesday after notching the fifth-biggest ​selloff in its history a day earlier
According to BNY, there are signs that ‌the retail-investor buying which has driven the index to record after record is starting to flag, particularly after the regulator suddenly sounded cool on popular leveraged ETF products.
The market climbed in morning trade but was flat before ​lunchtime in Seoul, where for months downtown has been awash with workers hunched over ​phones, trading stocks. Meanwhile in Taipei, chipmaking giant TSMC (2330.TW), opens new tab was falling.
An earnings report, ⁠after the U.S. close, from Micron will be the next guide for mood and direction ​in the sector and focus is on whether the chipmaker announces long-term supply deals and upfront ​payments from big customers.
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Morning Bid: Time to cash in your chips?
By Reuters
June 24, 202610:33 AM GMT+6Updated 1 hour ago
German share price index DAX graph is pictured at the stock exchange in Frankfurt
The German share price index DAX graph is pictured at the stock exchange in Frankfurt, Germany, June 23, 2026. REUTERS/staff/File Photo Purchase Licensing Rights, opens new tab
A look at the day ahead in European and global markets from Tom Westbrook
South Korea's chip-heavy KOSPI (.KS11), opens new tab made an unconvincing attempt at a bounce on Wednesday after notching the fifth-biggest ​selloff in its history a day earlier.
The Reuters Inside Track newsletter is your essential guide during the World Cup. Sign up here.
According to BNY, there are signs that ‌the retail-investor buying which has driven the index to record after record is starting to flag, particularly after the regulator suddenly sounded cool on popular leveraged ETF products.
Jitters over debt-funded AI spending led to sharp losses in semiconductor and other Big Tech tech stocks.
The market climbed in morning trade but was flat before ​lunchtime in Seoul, where for months downtown has been awash with workers hunched over ​phones, trading stocks. Meanwhile in Taipei, chipmaking giant TSMC (2330.TW), opens new tab was falling.
An earnings report, ⁠after the U.S. close, from Micron will be the next guide for mood and direction ​in the sector and focus is on whether the chipmaker announces long-term supply deals and upfront ​payments from big customers.
Advertisement · Scroll to continueThe threshold for disappointment could be pretty low, with positioning stretched. Bank of America's June survey of fund managers found 80% think long semiconductors is the most crowded trade, a record reading.
The same survey ​showed more than half of respondents think now is the "boom" phase of the investment cycle ​in artificial intelligence and not yet the euphoria or profit-taking, displacement or panic stages of a bursting asset-price ‌bubble.
The yen held at 160.56 in Asia as ​this week's online ⁠discussion between Minister of Finance Satsuki Katayama and U.S. counterpart Scott Bessent had investors leery of possible joint intervention to support the Japanese currency.
Japan plans to examine ways to improve management of its $1.3 trillion ⁠foreign ​exchange reserves, according to a draft report reviewed by ​Reuters on Wednesday, a war chest which at the moment is believed to be mainly held as U.S. Treasuries
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The European Central Bank announced a quarter-point rate hike on Thursday, bringing its key interest rate to 2.25% as the Iran war continues to blow inflation off target.
Markets had been pricing in a near-100% chance of the ECB raising rates by at least 25 basis points ahead of its June Governing Council meeting, according to LSEG data.
The ECB’s Governing Council said the decision had been made in a bid to ward off inflationary pressures generated by the U.S.-Iran war.
The war in the Middle East is generating inflation pressures, and the decision to raise rates is robust across a range of scenarios mapping out how the shock might evolve and affect the medium-term outlook for the euro area,” it said in a statement announcing the decision.
The central bank also raised its inflation forecasts, saying it now expects headline inflation in the euro zone to average 3% in 2026 before cooling to 2.3% next year and 2% in 2028.
It said the outlook had been altered in response to expectations of higher energy prices, which are expected to feed into the cost of food, goods and services.
Economic growth forecasts, meanwhile, were revised downward for this year and next year. The ECB now expects growth in the euro zone to average at 0.8% in 2026, 1.2% in 2027 and 1.5% in 2028.
Officials said the growth outlook had been trimmed to reflect “a more pronounced impact of the war on commodity markets, real incomes and confidence.”
Not only is this the first ECB hike since 2023, it is also the first hike by one of the major global central banks in response to the energy shock,” he said in a note. “The ECB is saying that a ‘look through’ strategy is not a robust response. The question is how far can this tightening cycle go? Not far, is our answer. There is upside risk to inflation, but there is also downside risk to growth. One more hike in September and that’s it.”
Neil Birrell, chief investment officer at Premier Miton, said in a note following the ECB’s announcement on Thursday that the decision was unsurprising given the inflation backdrop.
The yield on the 10-year German bund, seen as a benchmark for the euro zone, was 2 basis points lower by 2:50 p.m. in Frankfurt. The euro
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The Board of Trustees of the Future Investment Initiative (FII) Institute has appointed Princess Dr. Maha bint Mishari bin Abdulaziz as the institute's new chief executive officer, succeeding founding CEO Richard Attias.
Princess Dr. Maha brings extensive leadership experience across healthcare, higher education, research, institutional development and international engagement.
Most recently, she served as Vice President of External Relations and Advancement at Alfaisal University, where she played a key role in strengthening the university's global partnerships and reputation.
In her new role, Princess Dr. Maha will lead the next phase of growth for the FII Institute, advancing its mission of bringing together investors, innovators, policymakers and business leaders to address global challenges through investment and collaboration
Yasir Al-Rumayyan, chairman of the FII Institute Board of Trustees and governor of the Public Investment Fund (PIF), said Princess Dr. Maha's leadership, vision and international perspective would help strengthen the institute's position as a global platform for investment, ideas and solutions.
He said she would work closely with Richard Attias, who will continue as chairman of the Executive Committee, as the institute expands its global impact.
"The Institute has become a globally recognized platform for dialogue, innovation and investment," she said. "I look forward to working with the Board of Trustees, the Executive Committee, our partners and our talented team to further advance our mission and create meaningful impact for future generations."
She is scheduled to deliver the opening remarks on the second day of the FII PRIORITY Europe Summit in Rome on June 19.
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Breakouts look exciting—but most of them are traps.
Retail traders see price breaking a level and jump in.
Smart traders wait… because they know one thing:
Liquidity comes first.
On charts like Bitcoin, many “breakouts” are actually fake moves designed to trigger stop-losses.
What’s Really Happening?
Price breaks resistance
Traders enter long
Liquidity gets taken
Price reverses sharply
This is called a liquidity sweep.
How to Trade It
Instead of entering the breakout:
Wait for a fake breakout (wick)
Look for rejection
Enter in the opposite direction
This is how professionals turn traps into profits.
Final Thought
Don’t chase breakouts.
Trade the reaction, not the move.
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