Risk Manager

Jun 26, 2026 · bearish

(https://www.marketwatch.com/story/ais-most-explosive-hardware-trades-are-hitting-a-wall-why-optical-and-memory-stocks-are-falling-d4e9eeaa?mod=mw_rss_topstories) as investors question whether AI capex ROI is materializing fast enough to justify current hardware multiples.

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