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Qualcomm drops 13% as chip stocks pull back from record AI-driven rally

CNBC · May 12, 2026, 4:10 PM · Also reported by 4 other sources

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  • Chip stocks dropped on Tuesday, pulling back from a massive rally that broadened the artificial intelligence trade beyond Nvidia and propelled the sector to new highs.
  • Qualcomm plummeted 13% and headed for its worst session since 2020.

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Chip stocks dropped on Tuesday, pulling back from a massive rally that broadened the artificial intelligence trade beyond Nvidia and propelled the sector to new highs.

Qualcomm plummeted 13% and headed for its worst session since 2020. Intel dropped 8%, while On Semiconductor and Skyworks Solutions declined more than 6% each. The iShares Semiconductor ETF tracking the sector sank 5%.

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