Investors are questioning AI-linked stock valuations as slowing growth hits major tech

Investors are pushing back hard on stock prices tied to artificial intelligence as doubts rise over how long the frenzy can run. Three years after ChatGPT kicked off the boom, the market is now dealing with a mix of big spending, slowing growth, and fear that the gains have outpaced reality. Nvidia’s recent drop, Oracle’s sharp fall after heavy AI costs, and weakening sentiment around companies linked to OpenAI are all feeding that tension. The question heading into 2026 is whether money should pull back before a bubble cracks or stay in place for one more run. “We’re in the phase of the cycle where the rubber meets the road,” Jim Morrow of Callodine Capital Management said. “It’s been a good story, but we’re sort of anteing up at this point to see whether the returns on investment are going to be good.” Investors are uneasy about how AI will...

https://www.cryptopolitan.com/investors-ai-chip-stocks-correction/