Semiconductor stocks fall 5% as investors shift focus from AI demand to margins U.S. chip stocks fell Thursday, even as TSMC raised its outlook. The sector index dropped nearly 5% in afternoon trading. 16 July 2026 NASDAQ:NASDAQAMD·NASDAQ:NASDAQASML·NASDAQ:NASDAQMRVL·NASDAQ:NASDAQNVDA·NYSE:NYSETSM·Semiconductors·Stock Market