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AI Race Fuels New Fears of Crowded Trading

AI Race Fuels New Fears of Crowded Trading
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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 Radio MICROSOFT 385.25 0.97 BRIAN BELSKI HUMILIS INVESTMENTS CEO&FOUNDER 0.26%
AI Race Fuels New Fears of Crowded Trading Jul 2nd (ORG) AI Race Fuels New Fears of Crowded Trading Asian (EVENT) Meta Platforms Inc.’s (ORG) AI (ORG) Brian Belski (PERSON) Humilis Investments (ORG)
Originally published by Bloomberg Technology Read original →