Search+Investment IdeasSynopsisFor the last few earnings seasons, the message has been: “Show me growth, I have the money.” Stocks with better-than-expected earnings saw an uptick. The question today is: Are we going to see a phase where, irrespective of whether the results are good or bad, stocks will see a selloff ? If that happens, it would be a pain point which could last longer than what is being estimated at this point of time.If anyone was looking for what the unwinding of an AI trade may seem like, a glimpse was available on Thursday. At one point, on a single day, $300 billion in market cap was wiped out from just one company. Why? Because the guidance was below expectations. Forget the impact it had collectively on AI-related stocks. This is just a reflection of the kind of money that is currently riding on the AI wave.For bulls, this is an indication that there ETMarkets.com 17 mins readJun 04, 2026, 09:43:00 PM ISTGift this Story to your friendsFONT SIZEAbcSmallAbcMediumAbcLargeSAVEPRINTCOMMENTContinue reading with one of these options:Limited AccessFreeLogin to get access to some exclusive stories & personalised newslettersLogin NowUnlimited AccessStarting @ Rs120/monthGet access to exclusive stories, expert opinions & in-depth stock reportsSubscribe NowETUh-oh! This is an exclusive story available for selected readers only.Worry not. You’re just a step away.What’s Included withETPrime Membership