The vibes around AI and the AI trade are bad right now.
Whether it’s CoreWeave, Oracle, Anthropic’s IPO valuation being lowered, etc. the overall AI trade broadly there’s no shortage of things to worry about.
Said it a few times but markets trade on vibes, until a few of these dark clouds clear up we’re likely to be in a tough environment.
The good thing is either something likely blows up soon or nothing happens at all, feels like a climactic point is near.