● IndustryOct 30, 2026 · 23:138 sources
US tech stocks see sharp falls over AI cost fears
From bbc.co.uk
AI;DR
Shares in Intel continue to fall while the tech-heavy Nasdaq opens at its lowest level in more than two months amid investor concerns over AI-related costs.
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- DISCUSSIONmindracernews.ycombinator.com
- SUPPORT@kobeissiletter“The Nasdaq 100 is now down nearly -$5 trillion since October 6th”x.com
- SUPPORT@awealthofcs“5 of the Mag 7s are in a double-digit drawdown right now: NVDA -11% AMZN -14% TSLA -18% META -22% GOOG -30%”x.com
- SUPPORT@blakemillardcfa“our AI leaders-vs-laggards basket was up nearly 100% YTD at the end of June; in the time since, the entirety of that performance has been given back”x.com
- SUPPORT@bulltheoryio“Intel: Its Q4 revenue guidance came in roughly $1.1 billion below investor expectations, triggering a massive selloff”x.com
- SUPPORT@melvininvests“investors are rotating out of technology and AI related stocks and into more defensive sectors”x.com
- SUPPORT@marionawfal“ENERGY, UTILITIES, REAL ESTATE and parts of healthcare are actually gaining”x.com