US TECH-STOCK STUMBLE SHOWS VULNERABILITY IN AI TRADE

Summary from the TLDR Founders newsletter

U.S. tech stocks pulled back sharply with the sector falling 2.5% this week, led by selloffs of Nvidia and Palantir as investors grow wary of AI-driven gains. The drop came shortly after the release of MIT research showing 95% of organizations get no return on AI investments and OpenAI CEO Sam Altman suggesting that AI investment was in a bubble.