Who called this small? Datacenter stocks are largely down 50% this month.

The further you narrow down to specific industries/companies the more volatile things get. That’s hardly surprising.

The discussion here is around broader stock market indices.

Who said this conversation was about broader stock market indices?

The title literally has AI in the title, the conversation is centered around an "AI selloff", as its been labeled, that happened this week.

Roughly 40% of stock market gains since 2023 are tied to less than 10 companies with massive AI investments.

The entire conversation is about this sector, and most of the gains in the "broader indices" that nobody was discussing, are largely attributed to AI invesment and speculation.

The article is all about movements in the S&P 500 though. Yes it’s an “AI selloff”, but looked at from the perspective of the broader stock market.

The cheap debt is drying up for neoclouds. New bonds are going to be at payday loan rates.

This means prices will go up for customers, rather than investment goes down.