A post by @FirstSquawk on X.
Data centre construction stocks lose $4.2tn as boom in AI trade unravels
@FirstSquawk on X
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Data centre construction stocks shed $4.2tn in market value as the AI infrastructure trade unwound. The selloff hit builders tied to hyperscaler capacity expansions, erasing gains that had priced in years of uninterrupted AI-driven demand. The scale of the drawdown signals investors are repricing the durability of the AI capex cycle rather than a single company's results. Watch upcoming hyperscaler capex guidance and data centre order books for whether spending plans hold or get trimmed.
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data centre construction stocks, AI trade