Публикация

PANews Original | Wall Street’s Next AI Bet Isn’t More Compute. It’s Power, Copper, and ROI AI stocks were hit by a brutal leveraged washout in July, then came roaring back in August, with Marvell gaining nearly 20% in a week. But the rebound looks more like a technical recovery following aggressive deleveraging than the start of another broad-based AI frenzy. Crowded positioning, massive capital raising by Big Tech, and rising inflation and rate-hike expectations driven by higher oil prices had all weighed on valuations across the AI “picks-and-shovels” trade. As enthusiasm cools, Wall Street is beginning to reprice the sector. Capital may now rotate along two paths: toward AI applications that can deliver #SandiskBeatAndBuyback #CircleArcLaunch #EarningsRealityCheck