---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42419425.md"
description: "$Ambarella(AMBA.US) fell -11%, which was particularly eye-catching. The small-cap visual chip stocks were the first to bear the brunt of the AI hardware pullback; $Dell Tech(DELL.US), $Cerebras(CBRS.US) both fell seven points, $Hewlett Packard Enterprise(HPE.US) fell six points, and $Vertiv(VRT.US) dipped slightly. The entire chain of servers, AI chips, and data center cooling was hammered together today. When AI optimism recedes, high-beta computing hardware is always the first to take the hit😪"
datetime: "2026-07-03T10:49:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42419425.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42419425.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42419425.md)
author: "[the ai is smart](https://longbridge.com/en/profiles/27399832.md)"
---

# $Ambarella(AMBA.US) fell -11%, which was particula…


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- [DELL.US](https://longbridge.com/en/quote/DELL.US.md)
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