Mark Cuban compares Nvidia to dot-com IPO machine, warning of AI sector fragility

Tech Down as AI Boom Doubts Linger - Tech Roundup

Nvidia secures $500B deal for AI infrastructure as tech stocks fall amid doubts over AI boom sustainability, despite S&P 500 earnings up 29% YoY. The gap between massive AI capex and skeptical market sentiment signals consolidation: only companies with clear AI ROI visibility will maintain infrastructure budget priority.