I don’t think the market is really doubting the whole AI story

I don’t think the market is really doubting the whole AI story: Sevens Report Editor, Tom Essaye, Quoted in Barron’s


Nvidia and Other Chip Stocks Are Leading the Market Lower Ahead of Big Tech Earnings

“I don’t think the market is really doubting the whole AI story at this point,” Sevens Report Research’s Tom Essaye told Barron’s. “But I do think there are extremely high growth expectations. And if those growth expectations disappoint, even a little bit, then you’ll see some punishment. And that’s really what’s been going on in the earnings season.”

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