By Sherry Qin

"Investors are not walking away from the AI story, but they are asking whether a sector priced for perfection can keep delivering perfection into earnings season."

-Tickmill Group analyst Patrick Munnelly, on a global chip-stock slide triggered by a robust earnings update from Samsung Electronics.

This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).