# Chip-equipment shares fall as investors weigh AI-capex outlook

_Monday, September 14, 2026 at 10:52 AM EDT · Infrastructure · Latest · Tier 2 — Notable_

![Chip-equipment shares fall as investors weigh AI-capex outlook — Primary](https://hermes.media.static.aol.com/media/2026/09/14/7b684290-77fe-3173-aeae-3438f4eaaa51/5eb1367e-fff4-43ef-a5f5-b7940457bc20.jpg)

Applied Materials and Lam Research each fell 6%, while ASML's U.S.-listed shares fell 5%, according to an AOL-published report.

The report linked the move to a public debate over slower AI model development and concern that future AI capital spending could soften fab-equipment order books. It also said the SOXX ETF was down 5% and that Applied Materials had reported record fiscal third-quarter revenue of $9.12 billion, up 25% year over year.

The article did not establish that developers had changed spending plans.

## Sources

- [AOL](https://www.aol.com/articles/chip-equipment-stocks-slide-ai-145229000.html)

---
Canonical: https://techandbusiness.org/newswire/-vGCfMKHNZDTNXu2Z-ViK9
Retrieved: 2026-09-14T18:51:25.100Z
Publisher: Tech & Business (techandbusiness.org)