
AI Stock Turbulence Sparks Debate on Bubble and Market Rotation
AI stocks faced renewed volatility as investors question whether the AI rally is peaking or just provoking a broader market rotation away from tech toward the rest of the market. Some see a bubble in tech valuations and earnings, while others view the move as a short‑term wobble driven by shifting rate expectations and a rotation into broader equities, powered by changes in oil prices and upcoming inflation and jobs data from the US and eurozone.

