AI Chips: Market Jitters. Samsung's Profit Not Enough, Amazon Spends Billions

Despite a stellar quarter with profits boosted by memory demand, investors gave it a thumbs down. It seems in the AI chip market, "a lot" is never quite enough, and expectations always outpace reality.

Samsung reported a significant surge in quarterly profits, driven by strong demand for memory chips. However, a selloff in AI chips spread, indicating caution or disappointment in the sector. Bloomberg analysts, including Ed Ludlow, highlighted this trend on July 7, 2026.

This global selloff, a massive liquidation of shares, has infected markets, suggesting that the initial AI euphoria might be giving way to a more sober analysis. Is this a bubble bursting, or just a reset of expectations?

While some are getting cold feet, Amazon has no doubts, diving into the bond market to fund its insatiable hunger for AI infrastructure. Calling it a "bet" is an understatement; this is a multi-billion dollar declaration of intent.

Amazon has returned to the bond market, aiming to raise at least $25 billion. These funds are earmarked to support its massive spending on AI infrastructure. Amazon's move demonstrates unwavering confidence in the future of artificial intelligence.

And speaking of giants, Elon Musk's SpaceX isn't holding back either. The company officially joined the prestigious Nasdaq 100 Index. This entry marks the beginning of sell-side analyst coverage, elevating the company to a new level of public visibility and scrutiny.