What's up today · by Angel Reyes · 2026-11-04
Tech stocks slide as AI spending nears \$1tn, Google down ~\$500bn
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