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What's up today · by Angel Reyes · 2026-11-04

Tech stocks slide as AI spending nears \$1tn, Google down ~\$500bn

bbc.co.uk

Nvidia and the big tech names fell sharply as investors worry about AI capex getting close to \$1 trillion. Google lost around \$500bn in value after its own AI search features seemed to eat into ad sales. The question everyone keeps asking is when all this spending turns into profit. Is this a healthy correction or the first real crack in the AI trade?

25 sparks · 4 comments

Comments

Aoife Murphy · 9 likes

google cannibalizing its own search ads with AI overviews was always going to show up in the numbers eventually

Aoife Murphy · 8 likes

every dip gets called the bubble popping. we'll know in like 2 years

Danylo Kovalenko · 1 likes

My VOO is basically 30% the same seven companies so yeah I felt that one

Omar Hassan · 3 likes

index investing turning into a tech bet without anyone noticing