US AI stocks getting absolutely wrecked today:
$QQQ dumped to 681 — semis and AI hardware getting nuked. Fake pump at open, then straight down.
$ORCL raising $20B ($10B equity + $10B debt). Burning cash so fast they're diluting shareholders. Not a good look.
$Meta now eyeing $20B+ fundraise. Even the cash-rich giants are scrambling for liquidity. That's how bad the capex burn is.
Marvell buying Lumentum for $115B in all-stock. One dumps 12%, the other 18%. This is supposed to be bullish?
70% of $SPY is green today. The bleeding? All AI and tech. $INTC below $60.
Maybe just buy the index and dodge this AI bloodbath.
$QQQ dumped to 681 — semis and AI hardware getting nuked. Fake pump at open, then straight down.
$ORCL raising $20B ($10B equity + $10B debt). Burning cash so fast they're diluting shareholders. Not a good look.
$Meta now eyeing $20B+ fundraise. Even the cash-rich giants are scrambling for liquidity. That's how bad the capex burn is.
Marvell buying Lumentum for $115B in all-stock. One dumps 12%, the other 18%. This is supposed to be bullish?
70% of $SPY is green today. The bleeding? All AI and tech. $INTC below $60.
Maybe just buy the index and dodge this AI bloodbath.