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

AI’s most explosive hardware trades are hitting a wall. Why optical and memory stocks are falling.
MarketWatch Friday 26 June 2026, 17:53 UTC By Britney Nguyen 1 min read
Key Points

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

AI spending has been a key engine for the market, and some investors now worry that it could stall out, one expert says.
AI (ORG)
Originally published by MarketWatch Read original →

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