Comment

Comment by RandomThoughts3

TIL because all of the comments as I'm writing this one have once again been posted by people who didn't bother even skimming the article:

- The selloff was triggered by a middle-of-the-road earnings report from Alphabet Inc. late Tuesday that featured a bloated capital expense.

- The declines mostly affect companies strongly linked to the AI push: Nvidia, Microsoft, Apple but also Broadcom, Tesla, etc.

- Some analysts lead by Goldman Sachs have been beating the AI bubble drum for a bit now while multiples remain very high.

Discussion

Live from the official Hacker News API

A modern reader for Hacker News · SvelteKit + Skeleton