🔴 Disco is trading 8.4% down today on renewed AI spending concerns after TSMC capex guidance

Disco is trading 8.4% down at €350 following a sharp selloff linked to renewed concerns regarding AI-related semiconductor capital spending.

• The move tracks broader weakness in global chip stocks following Taiwan Semiconductor Manufacturing Company’s (TSMC) higher capex guidance.
• The updated outlook has intensified market worries regarding high valuations and the long-term sustainability of the AI infrastructure boom.