Asal mein hua ye ki Microsoft ne apna profit toh dikha diya, par sabka dhyan unke Azure cloud business ke dheere hote growth par aur iss saal $100 billion se bhi zyada ke capital expenditure ke forecast par chala gaya. Bas phir kya tha, stock ne 10% ki giravat dikhayi, aur company ki market value se $381 billion gayab ho gaye. Ye March 2020 ke baad se stock ka sabse bura haal tha.
Ab investors ka main sawal yahi hai: Itne bade AI investments se fayda kab hoga? Jab tak ye kharche dikhne na lag jaayein, tab tak tech stocks par bharosa karna mushkil hai.
Meta Platforms ka scene bhi kuch aisa hi tha. Unhone growth toh achhi dikhayi, par stock gira kyunki log investment pe tangible returns chahte hain, sirf numbers nahi.
Pure tech sector mein ab thoda dar ka mahaul hai. Jo 'Magnificent Seven' stocks pehle bhaage ja rahe the, unka index bhi ab theek nahi chal raha. Oracle jaise stocks toh apne high point se 50% neeche aa gaye hain.
Ab sabki nazar Alphabet aur Amazon par hai, jo issi hafte apna results batayenge. Ye sab companies milakar iss saal AI ke liye $500 billion se bhi zyada kharch karne wali hain. Dekhna yeh hai ki kya woh market ko impress kar paate hain ya nahi, warna aur volatility dekhne ko mil sakti hai.