AMD and other chip stocks slide as Wall Street rethinks the AI trade without Jensen Huang

Advanced Micro Devices and other semiconductor stocks declined as investors reassessed the artificial intelligence trade in light of Jensen Huang's absence from the picture, according to MarketWatch. The transmission mechanism here runs through sentiment and equity risk premia rather than macro rates: when a single figure closely associated with a sector's growth narrative becomes a source of uncertainty, investors reprice the perceived durability of expected AI-driven revenue growth across the group. Semiconductor names with high valuations tied to AI demand, including AMD, are most exposed, while the broader S&P 500 carries indirect sensitivity given the index's concentration in large-cap technology. Traders should watch the next sessions for whether selling remains confined to AI-levered chip names or spreads to hyperscaler and software stocks, and for any company commentary from Nvidia or AMD addressing demand visibility and leadership continuity.

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