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Chip stocks are closing in on a bull market. Here’s why some analysts are nervous.

Wall Street is excited about growing backlogs at some AI infrastructure companies, but some experts caution that there’s no guarantee all those orders will be carried out.

Chip stocks are closing in on a bull market. Here’s why some analysts are nervous.

Published August 12, 2026 · Category: Finance

Overview

Wall Street is excited about growing backlogs at some AI infrastructure companies, but some experts caution that there’s no guarantee all those orders will be carried out.

Source

Originally published at www.marketwatch.com.

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