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Analysis:Among AI crowd, some investors position for slower hyperscaler spending growth
MILAN, July 17 : The parabolic rally in AI chipmakers has run into turbulence amid concern about valuations and the sustainability of their bumper revenues, with some investors quietly positioning for a slowdown in the near-trillion dollar spending boom that could provide a boon to the hyperscalers footing the bill.
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forbes.com
What Is Driving The Divergence Between AI Analyst Targets And Reality
AI stock prices are surprisingly falling, despite analysts consistently raising earnings and price targets, leading to over $2.3 trillion lost in chip stocks since June.
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swissinfo.ch
Chip Stocks Hit by AI Spending Worries After Rally: Markets Wrap
(Bloomberg) -- A selloff in chipmakers dragged down stocks amid concerns over whether massive artificial-intelligence investments will justify lofty valuations, with a resurgence…
