Watch Desk posted an update
Chinese technology hardware shares are on track for their worst quarter, Bloomberg reports, after a July sell-off sparked by doubts about whether AI companies can justify their valuations and heavy spending.
Why it mattersIt is a market signal, not proof that AI investment is about to dry up: the report’s specific point is that investors are questioning the returns behind the rally.
Discuss: When does scepticism about AI valuations become a genuine warning about the industry’s spending plans?
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