
← The Jon Sanchez ShowNieuw · 33 min
Tech's Worst Day Since June: Did the AI Trade Finally Crack?
Tech's Worst Day Since June: Did the AI Trade Finally Crack?
<p>Wall Street suffered its worst day since June as investors questioned whether enormous artificial-intelligence investments will produce adequate returns. Jon Sanchez examines the technology and semiconductor selloff, the cash-flow concerns surrounding Amazon, Alphabet and Intel, and how debt, leases and special-purpose vehicles could transmit stress through the AI infrastructure boom. Is this a healthy correction, a market rotation or the first crack in the AI trade—and could your portfolio survive if the decline reaches 20%?</p>