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What could end the tech rally? Jefferies flags investment risks as China’s cheap AI models threaten US players
Jefferies warns that China's affordable AI models could disrupt US tech giants, impacting investor confidence and slowing revenue growth.
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cryptobriefing.com
Wall Street sees public anger as risk to AI stock rally
Morgan Stanley, Jefferies, and SpaceX warn that public backlash over AI job losses and energy costs poses material risk to tech stock valuations.
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US technology stocks poised to drop as AI concerns stall rally
The Nasdaq fell 2.2% and S&P 500 dropped 1.4% as investors question stretched AI valuations and $500 billion in AI-related corporate borrowing in 2026.
