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Risk-Off, Or A Market Positioning Reset?
Bryan Rich · 2026-06-24 · via All Articles on Seeking Alpha

Summary

  • The selling in AI, chips, and data center names got heavier today, the second hard session in a row. Is it risk-off?
  • Risk-off is everything red, money running to safety, Treasuries bid. That wasn't today. What we do have is a market that is long the AI chip and hyperscaler trade, and skittish.
  • Is this sniffing out a crack in the demand armor, or is this just a positioning event, shaking out unconvicted, late-to-the-party longs? It looks like the latter - and not coincidentally, it's happening ahead of Micron's earnings.
Stock market activity shows price changes and trading movements in real time

FabrikaCr/iStock via Getty Images

Originally published on June 23, 2026

The selling in AI, chips, and data center names got heavier today, the second hard session in a row. Is it risk-off?

Risk-off is everything red, money running to safety, Treasuries

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