Possible scenario
Selloff Resumes
−2.0%
The rebound proves temporary as investors return to the core concerns that drove the earlier $4 trillion AI rotation: stretched valuations, crowded positioning, and uncertainty over returns on AI capital spending. Nvidia remains the focal point of renewed selling pressure.
What it moves
- Technology−2.8%
- Finance−0.9%
- Market volatility
- Riskier companies' borrowing costs
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