AI Stock Rut Shows Investors Realizing They Were 'Sold a Bill of Goods'

With names like Nvidia, Oracle, and CoreWeave down double digits in the last few months, the AI trade appears to be stuck in a rut. But far from a temporary blip, the diminished fortunes of the market's tech leaders might represent a much more dire reassessment of the technology among investors, a top AI researcher says. The latest volatility began with Anthropic's debut of its new plugins for its Claude AI agent, which sent legal tech stocks into a nosedive that quickly spurred volatility into the broade ...