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Wall Street erased $1 trillion in stock market value as tech's $828 billion AI spending spree sparked investor fears.
The sell-off ties hyperscaler capex of $828 billion directly to equity sentiment, so any capex guidance cut or financing strain could quickly reprice the GPU cloud providers and the data-center supply chain.
Trade pressSlicast · October 31, 2026 at 11:44 UTC · US · Source: Fortune
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