The AI investment theme has gone from market darling to market concern in just a few weeks. Semiconductor shares have led the decline as investors question whether the enormous spending on AI infrastructure can continue indefinitely. South Korea’s KOSPI index, dominated by chip giants Samsung (LON:SMSN) and SK Hynix (NASDAQ:SKHY), has slumped nearly 40% in … Continue reading AI sell-off explained: Why circular funding and Credit Default Swaps have suddenly become the market’s biggest worry