#AI bubble

A set of balance scales on a bright desk between two stacks of printed reports, a weight caught being lowered onto one side, the scale not yet settled

Is the Chip Rally a Bubble? The Numbers on Both Sides, Weighed Fairly

Semiconductor stocks are more concentrated in the S&P 500 than tech was at the dot-com peak, and also backed by real demand this cohort has documented elsewhere. This briefing weighs both without picking a side.

By Brecht Corbeel · August 10, 2026 · 4 min read

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