AI Chip Selloff Spreads Across Global Markets | Bloomberg Tech 7/07/2026

• Samsung's record quarterly profit failed to impress investors, triggering a significant sell-off in semiconductor stocks and the Nasdaq 100.
• South Korea's plan for an $880 billion 'sovereign AI' buildout, involving Samsung and SK Hynix, is expected to drive future chip demand.
• Amazon is raising at least $25 billion in a bond sale to fund its AI infrastructure expansion, with CapEx potentially reaching $300 billion next year.
• SpaceX joined the Nasdaq 100, leading to initial bullish analyst coverage, but its stock, like other chip names, experienced volatility.
• Investors are increasingly questioning the returns on aggressive AI spending, leading to a shift in focus from 'Magnificent 7' tech giants to AI suppliers and increased market skepticism.

The video discusses a widespread sell-off in AI-related chip stocks and the Nasdaq 100, despite strong quarterly earnings from Samsung. Investors are showing skepticism regarding the pace and payoff of massive AI infrastructure spending by tech giants and governments, leading to increased market volatility. SpaceX's inclusion in the Nasdaq 100 and Amazon's large bond offering for AI also feature.