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Semiconductor Index Drops Over 3% as SanDisk Tumbles 5%; Citi Says AI Capex Still Expanding but Profit Outlook Diverges","url":"https://stock-news.laohu8.com/highlight/detail?id=2674700124","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674700124?lang=en_us&edition=fundamental","pubTime":"2026-10-09 01:17","pubTimestamp":1791479831,"startTime":"0","endTime":"0","summary":"On October 8 (ET), AI hardware stocks suffered broad losses, with the Philadelphia Semiconductor Index falling more than 3%. Although AI infrastructure investment continues to expand, earnings prospects among hardware companies are diverging, and the narrative of \"continued growth in AI demand\" may not be sufficient to support further upside in stock 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