Meso Aftermath Archived

Penjualan saham AI

Aktivitas menurun — narasi kehilangan relevansi.

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Ticker	Sektor	Perubahan
P	—	+50,2%
AMD	Technology	+38,3%
MRVL	Technology	+37,6%
SWKS	Technology	+20,4%
S	Technology	+16,1%

Sinyal Aktif GOOG GOOGL

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Jul 17, 2026 The Chip-Stock Slide Isn’t Over. The AI Trade Is Still Under Pressure. … Bearish

Jul 10, 2026 The AI Sell-Off That Isn't About AI Bearish

Jul 08, 2026 Asian Shares Retreat Amid Tech Selloff, Mideast Tensions Bearish

Jul 07, 2026 Sandisk Stock Plunged 14% in a Day. Is the AI Memory Boom … Bearish

Jul 06, 2026 Hedge funds dumped chip stocks for a fourth week as AI shares … Bearish

Jul 05, 2026 Why CoreWeave Stock Plummeted This Week Bearish

Jul 02, 2026 Stocks Fall on Weakness in Chipmakers and AI Stocks Bearish

Jul 01, 2026 Microsoft Stock Hasn’t Been This Cheap in Nearly a Decade. Here’s How … Neutral

Jun 30, 2026 Rocky week for AI as shares slump but no sign of crash … Bearish

Jun 28, 2026 Why OpenAI’s Delayed IPO Filing May Have Just Been the Death Knell … Bearish

Jun 27, 2026 The Third Wave of AI: Why It’s Time for Investors to Pivot … Bearish

Jun 26, 2026 Fluence Stock Was Hit Hard by the AI Sell-off. How to Play … Bearish

Jun 24, 2026 Indian Shares Seen Muted As Global Tech-selloff Intensifies Bearish

Jun 23, 2026 AI Chip Stocks Take a Hit as Sector Faces Broad Sell-Off. Is … Bearish

Jun 12, 2026 2 Popular AI Stocks to Sell Before They Drop 44% and 60%, … Bearish

Jun 11, 2026 Another sell-off for AI stocks knocks Wall Street back to where it … Bearish

Jun 10, 2026 The AI Trade Just Had Its Worst Stretch in Months. Here Are … Bullish

Jun 09, 2026 Europe Tech Stocks Plummet as AI Valuation Rout, Middle East Conflict Deepen Bearish

Jun 08, 2026 Stock markets fall as concerns persist over tech firms at heart of … Bearish

Jun 06, 2026 Why Nvidia, Intel, Marvell, and Other AI Stocks Plunged Today Bearish

Jun 05, 2026 As AI-related stocks dive, the market's winners have one thing in common Bearish

Jun 04, 2026 The Broadcom Sell-Off: Why This Is a Huge Warning Flag for Artificial … Bearish

Mei 30, 2026 Is This AI Stock a Buy After Dropping 20% From Its All-Time … Bearish

Mei 22, 2026 1 Artificial Intelligence (AI) Stock to Buy After Its Post-Earnings Sell-Off Bullish

Mei 12, 2026 Qualcomm drops 13% as chip stocks pull back from record AI-driven rally Bearish

Mei 01, 2026 Why Rambus Stock’s Post-Earnings Plunge Might Be a Canary in the Coal … Bearish

Apr 30, 2026 Nvidia, AMD, and Other AI Chip Stocks Are Swooning. Blame OpenAI. Bearish

Apr 20, 2026 NVIDIA (NVDA) Sold Off Due to Investor Concerns About AI Capital Spending … Bearish

Apr 19, 2026 Alphabet Lost 10% in a Single Week Over Artificial Intelligence (AI) Spending … Bearish

Apr 12, 2026 AI Stock Sell-Off: Here's How to Find the Long-Term Winners Neutral

Penggerak Teratas

Ticker	Sektor	Perubahan
P	—	+50,2%
AMD	Technology	+38,3%
MRVL	Technology	+37,6%
SWKS	Technology	+20,4%
S	Technology	+16,1%

Sinyal Aktif GOOG GOOGL

🤖 Ringkasan AI

Baca selengkapnya

Apa yang terjadi: Alphabet, perusahaan induk Google, melihat sahamnya anjlok 10% dalam seminggu, didorong oleh kekhawatiran tentang pengeluaran AI-nya yang agresif. Alphabet siap untuk kira-kira menggandakan pengeluaran AI-nya tahun ini, dengan analis bersatu dalam pandangan hati-hati mereka. Sementara itu, NVIDIA, pemain kunci dalam perangkat keras AI, mengalami aksi jual karena kekhawatiran investor tentang pengeluaran modal AI yang berkelanjutan.

Dampak pasar: Aksi jual saham AI telah memengaruhi raksasa teknologi dan perusahaan yang berfokus pada AI. Investor sedang menilai kembali kecepatan dan keberlanjutan pengeluaran AI, yang mengarah pada penetapan ulang harga saham teknologi. Aksi jual juga menimbulkan pertanyaan tentang pemenang jangka panjang di ruang AI, dengan investor mencari perusahaan yang dapat menyeimbangkan pertumbuhan dengan profitabilitas.

Apa yang perlu diperhatikan selanjutnya: Investor harus memantau pendapatan Q1 2023 Alphabet, yang akan dirilis pada akhir April, untuk pembaruan tentang pengeluaran dan kemajuan AI-nya. Selain itu, pendapatan Q1 2023 NVIDIA, yang dijadwalkan pada pertengahan Mei, akan memberikan wawasan tentang permintaan AI dan tren harga. Terakhir, laporan AI Index, tolok ukur tahunan aktivitas AI, yang akan dirilis pada bulan Juni, akan menawarkan perspektif yang lebih luas tentang lanskap AI.

Tinjauan AI per Agu 07, 2026

Lini Waktu

Pertama TerlihatAgu 10, 2026

Terakhir DiperbaruiAgu 24, 2026

Penjualan saham AI

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