Global Chip Selloff Deepens as Investors Retreat from AI

A global selloff in semiconductors deepened as investors unwound positions tied to AI trades, according to the market briefing. The note also flags geopolitical developments: Ukraine is set to resume strikes on Russian refineries. In company news, Anthropic is reporting “massive revenue,” signaling momentum for the AI ecosystem even as broader chip sentiment weakens. The briefing begins with “Market Snapshot” details, including S&P 500 futures at 7,737.00, down 0.4%, and it points to additional coverage in the rest of the daily rundown. The overall message is risk-off rotation away from AI-linked exposures.