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AI stocks face selling pressure amid infrastructure spending concerns
Tech and AI-related stocks extended losses, particularly Asian chipmakers; one user says the AI buildout chain took the hit.
TLDR
One user describes concentrated selling in AI infrastructure plays, naming CoreWeave, Nebius, IREN, SK Hynix and SanDisk. They say Microsoft and Google are still fine because they have cash flow, while pure infrastructure names don’t. They characterize the sell-off as a hit to the AI buildout chain, not a broad market retreat.
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