AI Bubble Fears Roar Back, Slamming Chip Stocks

人工智能泡沫恐慌卷土重来,重创芯片股

WSJ What’s News

2025-11-21

13 分钟
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A.M. Edition for Nov. 21. Asian semiconductor stocks tumbled, a day after Nvidia’s gains were erased on U.S. markets as investors continue to question AI valuations. Plus, JPMorgan Chase, Bank of America, and Citigroup pull out of a planned $20 billion bailout to Argentina that was pushed by the Trump administration. And WSJ chief China correspondent Lingling Wei details how China is ramping up a new pressure campaign on Taiwan. Kate Bullivant hosts.Sign up for the WSJ’s free What’s News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Semiconductor stocks tumble as fears over AI valuations come roaring back.

  • Plus Wall Street opts out of a $20 billion US bailout for Argentina.

  • There is a geopolitical reason for why Trump wants to help Argentina,

  • but Wall Street wants its money back.

  • And so I think that's where these plans have fallen apart.

  • And China prepares its people and the world for a new pressure campaign on Taiwan.

  • It's Friday, November 21st.

  • I'm Kate Boulevant for The Wall Street Journal and here is the AM edition of What's News,

  • the top headlines and business stories moving your world today.

  • We're exclusively reporting that a planned $20 billion bailout from US banks to Argentina has been shelved as JPMorgan Chase,

  • Bank of America and Citigroup pivot to a smaller short-term loan package instead.

  • Markets reporter Chelsea Delaney has been covering the US bailout of Argentina and says instead banks are proposing a short-term $5 billion loan package to help cover a debt repayment in January.

  • So the real sticking point in these negotiations has always been security for the banks lending this money to Argentina.

  • $20 billion is a lot of money and Argentina is a serial defaulter.

  • It's defaulted nine times on its sovereign debt.

  • So there is a legitimate risk that Argentina will not be able to pay back this debt.

  • So the banks going into this,

  • they wanted either Argentina to give them collateral that they could use

  • if it's not able to pay back the debt or the U.S.

  • Treasury Department to guarantee it.