Intel’s record crash: is the AI trade cracking?

Intel just had its worst single day on the stock market. Investors are growing nervous about the AI trade. The chipmaker’s shares fell sharply in one session — the largest one-day drop in the company’s history. The sell-off shows how quickly confidence can turn in the race to profit from artificial intelligence. Intel is a major player in the chip industry, and its slide signals broader anxiety. Investors who once rushed into AI-linked stocks are now questioning whether the boom can last. The AI trade has driven markets higher for months. But Intel’s record decline suggests the cracks are getting harder to ignore.