AI chip stocks were riding high. Here’s why Micron and others are now pulling back.
Reported by MarketWatch · marketwatch.com · August 18, 2026
Analysts note high expectations, concerns about elevated Treasury yields and a potential letdown surrounding Anthropic’s financial progress,
What the tape says
What to watch: Monitor chip inventory cycles — overhang periods precede sharp upside moves in semis.
Market reaction today: $MU -5.83%
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