AI Spending Fears Wipe Over $2 Trillion Off Nasdaq 100 in October

The Nasdaq 100 lost over $2 trillion in market value in October as Big Tech earnings intensified scrutiny of AI spending payback timelines, while traders argue the selloff isn't fundamentals-driven and that markets underestimate Google's all-in AI bet with no Search fallback.

2026-10-31 ~ 2026-11-01 · 2 related posts

• Trader argues selloff ignores Google's AI trap: no way back to Search — JOBhakdi · 2026-10-31
• Nasdaq 100 on track to lose over $2 trillion in October as AI spending spooks investors — nordicinst · 2026-11-01