Semiconductor stocks are sliding again as investors question whether the AI trade has moved too far, too fast.

Chuck Zodda and Mike Armstrong break down why chip stocks are seeing another sharp pullback, how margin calls in South Korea show the risks of leveraged bets on semiconductors, and why a new Chinese AI model is raising fresh questions about pricing pressure across the AI industry. They also discuss corporate insiders selling stock at a near-record pace, Google’s delayed Gemini rollout, Netflix’s slowing growth and weaker content outlook, rising oil and gas prices, and why the World Cup is giving Boston bars a major sales boost.