The Warning Signs in This Week’s AI Selloff
Eric Fry warns that the recent AI stock selloff signals deeper issues, not just a short-term wobble. Concerns include high valuations, data-center financing, and profitability. Stocks like Oracle, Nvidia, Broadcom, and CoreWeave are under pressure. Fry advises rotating into 'AI Survivors'—businesses with tangible products and proven cash flow. The selloff reflects broader market risks, emphasizing the need for strategic investment adjustments.
InvestorPlace·