Tom Essaye Quoted in Yahoo Finance: “If AI goes south on us, tech will go.”
Tom Essaye tells Yahoo Finance, “If AI goes south on us, tech will go.”
AI took investors on a date in 2025. In 2026, analysts say it’s time to foot the bill.
“If AI goes south on us, tech will go,” Tom Essaye, founder and president of Sevens Report, told Yahoo Finance in an interview.
In a new report, “Taking Stock of the Four Pillars of the Rally Ahead of 2026,” Essaye observed that the initial unified enthusiasm for AI has become “fractured.” The industry is moving into a period where the market is aggressively sorting winners and losers. While memory plays like Micron (MU) have surged over 241% year to date, Essaye argued that former darlings like Oracle (ORCL) have faced more scrutiny as investors demand immediate ROI.
Also, click here to view the full article on Yahoo Finance published on January 5th, 2026. However, to see the Sevens Report’s full comments on the current market environment sign up here.
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