AI stocks shed 13% in October as Wall Street questions data center payoffs
Saul_Loveman · x · 2026-11-01
AI stocks shed 13% in October, and Wall Street is increasingly asking when trillions in data center bets will pay off.
Meanwhile open models keep improving, with the poster claiming a 32B model running on a single GPU is almost here.
More from Venture
- Apple surpasses Nvidia to become world's most valuable company at $5.0T market cap — asymco · 2026-11-01
- Sequoia's Shaun Maguire hits back at SpaceX orbital-compute model critics: four core variables matter — shaunmmaguire · 2026-11-01
- Hedge funds dump AI stocks at record pace, cutting exposure 8% from peak — sachinmaya1980 · 2026-11-01
- Intel EMIB packaging yield at 60-65% vs TSMC CoWoS's 98%, report says — rickasaurus · 2026-11-01
- SpaceX guides to $35B quarter as Grok Bot hits 800K paid weekly users — elonmusk · 2026-11-01
- Korea lost $1.1 trillion in market cap: how a memory-chip duopoly made KOSPI an AI-leveraged node — ChinaTalk · 2026-11-01