AI capital expenditure depreciation poses earnings risk for technology companies.

JPMorgan Asset Management reports a sharp increase in inflows to AI-themed ETFs during a quarter marked by market weakness.

QYLD's 12% annual yield has underperformed the QQQ index over the past decade.

Nasdaq 100 QQQ closed below its 50-day moving average for 6 consecutive days, the longest stretch since early April.

UBS states the AI trade is maturing, not breaking, amid token optimization and open-model invasion.

Big Tech is hiding $1.65 trillion in debt, according to SEC filings buried in footnotes.

A historical chart shows price action around the tech boom and bust, referencing Greenspan's 1996 'irrational exuberance' comment.

The 2026 AI stock selloff is described as terrifying but may save the bull market, with smart investors buying the dip.

A ZeroHedge article claims a cash crunch is approaching for AI hyperscalers, with a quote about a generational transfer taking place.

Citi analysts say the recent pullback in semiconductor stocks driven by oil price rises, bond yield increases, and AI spending concerns presents a buying opportunity.

Mag-7 stocks lost nearly $800 billion in value as AI spending concerns re-emerged.

Nasdaq and S&P 500 futures showed mixed movement as oil prices surged and Trump tariffs created uncertainty; retail sentiment on SPY and QQQ shifted toward extremely bearish.

A Vanguard Communication Services ETF is positioned to hold nearly 60% in SpaceX, Alphabet, and Meta by December, with a higher SpaceX weighting than the QQQ Nasdaq-100 ETF.

The SpaceX IPO is reshaping major index funds and ETFs, affecting millions of passive investors.

AMD's latest deal signals a strategic shift from supplying AI parts to targeting the entire AI data center market.

Major U.S. data center developers seek to sell controlling equity stakes worth tens of billions of dollars this summer to fund AI infrastructure expansion, according to WSJ.

AMD and Anthropic signed a major chips-and-investment deal, including up to $5 billion in AMD chips.

Jim Cramer warned that investors holding too much tech stock risk large losses and advised taking profits, suggesting smart money is moving out of tech before the damage hits.

Alphabet will report Q2 earnings after market close Wednesday, with analysts expecting capex of $45.1 billion, a 101% increase year-over-year.