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AI Chips Are the Most Crowded Trade: Watch Their Customers’ Debt | WAPE

Newsbenzinga

AI Chips Are the Most Crowded Trade: Watch Their Customers’ Debt

Sep 16, 2026, 09:24 ET · Published

Article summary

BofA's September survey shows 53% call semiconductors the most crowded trade while 42% see AI capex as the likeliest systemic credit event source.

An excerpt from the original article.

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