#AIStocksWhatNext
AI stocks have already had major gains, so earnings, capex returns, competition and valuation can cause sharp pullbacks. iShares notes that investors should remain selective despite evidence of real AI demand $NVDA $96.2B, +106%
AMD a $1T market cap,
AI-related semiconductor stocks sold off sharply in mid-September before recovering, showing how quickly sentiment can change even while infrastructure demand remains strong
AI stocks have already had major gains, so earnings, capex returns, competition and valuation can cause sharp pullbacks. iShares notes that investors should remain selective despite evidence of real AI demand $NVDA $96.2B, +106%
AMD a $1T market cap,
AI-related semiconductor stocks sold off sharply in mid-September before recovering, showing how quickly sentiment can change even while infrastructure demand remains strong
