#tech
3 posts tagged tech.
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The AI selloff and the return of scepticism
As tech stocks tumble and Oracle cuts 21,000 jobs, the AI investment cycle confronts the oldest question in financial history: what happens when the future arrives slower than the stock price.
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SpaceX overtakes Amazon, rewrites tech order
The SpaceX IPO and valuation surge expose how industrial policy, defence contracts, and visionary risk-taking have reshuffled Silicon Valley's pecking order.
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Big Tech selloff and the AI valuation question
Friday's Nasdaq plunge — the biggest single-day drop since April 2025 — is less a rate-scare story than a reckoning with whether the AI investment thesis has been priced at peak optimism.