[7/5 14:00] Macquarie says now is best time to buy Chinese AI chip stocks / US chip stocks slid on AI spending fears; the AI trade is now split

AI News Flash for July 05, 2026 at 14:00 UTC.

Topics: 1. Macquarie says now is best time to buy Chinese AI chip stocks https://www.cnbc.com/2026/07/05/macquarie-says-now-is-best-time-to-buy-chinese-ai-chip-stocks-heres-its-favorite.html 2. US chip stocks slid on AI spending fears; the AI trade is now split https://finance.yahoo.com/markets/article/ai-bubble-fears-the-endless-k-shaped-economy-and-insane-hyperscaler-capex-spending-123000856.html