Business & Finance
AI Race Fuels New Fears of Crowded Trading
Key Points
Jul 2nd, 2026 AI Race Fuels New Fears of Crowded Trading Asian semiconductor stocks tumbled on Thursday, tracking tech losses on Wall Street after Meta Platforms Inc.’s plan to develop a business that would sell access to AI computing power raised worries about overcapacity. Brian Belski, CEO and founder at Humilis Investments, discusses the recent tech sector rout and what stocks he is keeping an eye on.
Jul 2nd, 2026
AI Race Fuels New Fears of Crowded Trading
Asian semiconductor stocks tumbled on Thursday, tracking tech losses on Wall Street after Meta Platforms Inc.’s plan to develop a business that would sell access to AI computing power raised worries about overcapacity. Brian Belski, CEO and founder at Humilis Investments, discusses the recent tech sector rout and what stocks he is keeping an eye on.
[Image text:] Bloomberg
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MICROSOFT
385.25
0.97
BRIAN BELSKI
HUMILIS INVESTMENTS
CEO&FOUNDER
0.26%