Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=zdb5RBGAGju Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Chipmakers Sink as Wall Street Rotation Powers On [UO5dF1dV5S0] Health Updated on August 07, 2026 EDT — Published on August 07, 2026 EDT A rotation that has seen Wall Street investors bail from high-profile chipmakers in favor of more economically sensitive industries picked up speed, driving the Nasdaq 100 toward a technical correction. Lori Calvasina, Head: US Equity Strategy at RBC Capital Markets and Amy Wu Silverman, Head: Derivatives Strategy at RBC Capital Markets, discuss the latest market moves as the AI trade drives sentiment. -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET Saturday & Sunday 7am-10am ET WATCH HERE: Follow us on X: Subscribe to our Podcasts: Bloomberg Daybreak: Bloomberg Surveillance: Bloomberg Intelligence: Balance of Power: Bloomberg Businessweek: Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: Android Auto: Visit our YouTube channels: Bloomberg Podcasts: Bloomberg Television: Bloomberg Originals: Quicktake: Fay3F7GpvPZ rZBmXNQ2GC3 BwmrzFYFGsp zIkCANtlhOI IgcM4PMoRHr aT7KrMQiygL
A rotation that has seen Wall Street investors bail from high-profile chipmakers in favor of more economically sensitive industries picked up speed, driving the Nasdaq 100 toward a technical correction. Lori Calvasina, Head: US Equity Strategy at RBC Capital Markets and Amy Wu Silverman, Head: Derivatives Strategy at RBC Capital Markets, discuss the latest market moves as the AI trade drives sentiment. -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET Saturday & Sunday 7am-10am ET WATCH HERE: Follow us on X: Subscribe to our Podcasts: Bloomberg Daybreak: Bloomberg Surveillance: Bloomberg Intelligence: Balance of Power: Bloomberg Businessweek: Listen on Apple CarPlay and Android Auto with the Bloomberg Business app: Apple CarPlay: Android Auto: Visit our YouTube channels: Bloomberg Podcasts: Bloomberg Television: Bloomberg Originals: Quicktake: Fay3F7GpvPZ rZBmXNQ2GC3 BwmrzFYFGsp zIkCANtlhOI IgcM4PMoRHr aT7KrMQiygL