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AI’s most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.

AI spending has been a key engine for the market, and some investors now worry that it could stall out, one expert says.

AI’s most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.

Published June 26, 2026 · Category: Finance

Overview

AI spending has been a key engine for the market, and some investors now worry that it could stall out, one expert says.

Source

Originally published at www.marketwatch.com.

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