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The AI Trade Is Eating Itself

Worst month on record for hyperscalers. Highest VXN/VIX ratio in nearly a decade. Something has changed.

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zerohedge.comStai leggendo1 mese fa

The AI Trade Is Eating Itself

Worst month on record for hyperscalers. Highest VXN/VIX ratio in nearly a decade. Something has changed.

originale

afr.com1 mese fa

AI is everywhere in corporate Australia. Just not the bottom line

Hyperscalers (Microsoft, Meta, Amazon, Alphabet, Oracle) face investor scrutiny: trillion-dollar AI infrastructure spending lacks sustainable returns. For IT leaders: ROI from AI cannot rely on vendor promises—build credible internal business cases and demand concrete metrics to justify budgets.

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Timeline cronologica

venerdì 26 giugno 2026·zerohedge.com
The AI Trade's Inflection Point
The AI trade has reached its line in the sand. SOX is testing the trendline that has defined the rally.
lunedì 29 giugno 2026·afr.com
AI is everywhere in corporate Australia. Just not the bottom line
The hyperscalers are under pressure and the message from the market is clear: show us the money or cut back your investments.

The AI Trade Is Eating Itself

AI is everywhere in corporate Australia. Just not the bottom line

Timeline cronologica

The AI Trade's Inflection Point

AI is everywhere in corporate Australia. Just not the bottom line

The AI Trade Is Eating Itself