Valul de scăderi pe burse ale companiilor din sectorul tehnologic pune sub lupă costul expansiunii AI - Economica.net

The Nasdaq 100 index fell by 5.5% last week, with CoreWeave's stock dropping nearly 24%. Bond yields for CoreWeave reached around 15%, indicating investor concerns about financing AI infrastructure. Higher interest rates limit liquidity for investments, raising questions about companies' ability to fund growth. Oracle's expansion in AI also faces scrutiny, with its debt rated just above junk status. Investors are urged to assess cash flow after capital expenditures and the impact of slower AI infrastructure development on profits. Despite market caution, interest in technology investments remains high, with many investors considering increasing their stakes in the sector.