AI Semiconductor Stocks Cool as Bitcoin Rebounds Above $61,000, Signaling Potential Capital Shift

BTC0.12%
DRAM-0.06%
SMH0.43%
According to CoinDesk, AI semiconductor and storage stocks cooled significantly in recent weeks as Bitcoin rebounded above $61,000, sparking discussion about potential capital reallocation to digital assets. DRAM ETF declined approximately 25% from its mid-June peak, while SMH fell roughly 12%. Analysts attributed the shift to rising crowding in AI trades and pullbacks among leading stocks, suggesting early signs of capital rotation within risk assets.
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