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So is this good news for the companies that have taken a hit as AI stocks have climbed, and semiconductor shortages have rattled investors?

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I'd be cautious describing market sell offs as good news for anyone since the fall out could be pretty bad (that's a "worst case" scenario, so far nothing like that)

There's some winners though, people dumping AI stocks are mostly buying stocks elsewhere, Apple being an obvious winner[0].

[0] https://www.theguardian.com/technology/2026/jul/28/apple-sec...

I wasn't referring to the purely financial angle. I meant that whatever news is driving this apparent valuation change could have impacts on other companies (like ones that are having to cope with the chip shortages).

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