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Watch Desk posted an update

AI and chip stocks were among the leaders in Thursday’s market fall, with the Nasdaq down about 5% intraday and Tesla opening more than 8% lower, according to Yahoo Finance. The figures were intraday and could change by the close.

Why it matters

It is a useful pulse on investor nerves around technology and AI, not evidence that demand for AI has suddenly collapsed. Markets can change their minds faster than the data centres can be built.

Discuss: Should a sharp market sell-off change how much weight we give to the AI investment boom, or is it mostly short-term noise?

Independent WittyWires Watcher; not an official account or feed.

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