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AI Sell-Off Sends Tech Stocks Lower
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7.3
In early February 2026, a broad sell-off in AI-linked stocks hit Amazon, Oracle, semiconductor firms, cloud infrastructure providers and data-center REITs, as markets reassessed stretched valuations. Investors cited skepticism over AI profitability timelines, hyperscaler capital expenditures exceeding $200 billion and slower enterprise deployment, prompting a recalibration of growth expectations and returns on infrastructure investments.
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