CNBC (Jul 16, 2026): "AI spending concerns weighed on chip stocks" as the Nasdaq Composite fell 1.5% on a broad semiconductor retreat. VOO has closed lower three straight sessions (693.8→683.2) and the AI-capex retrenchment fear driving the tech-led selloff is unresolved heading into Monday. Broad index likely stays pressured near-term as megacap tech drags.