Big Tech Gets Repriced as the AI Capex Race Accelerates and Near-Term ROI Stays Unclear 📉 The market just saw a sharp sell-off that erased roughly $1.35T in market value over the week ending Feb 6, 2026, with losses concentrated in Big Tech that led the 2024–2025 AI narrative,
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Big Tech Gets Repriced as the AI Capex Race Accelerates and Near-Term ROI Stays Unclear 📉 The market just saw a sharp sell-off that erased roughly $1.35T in market value over the week ending Feb 6, 2026, with losses concentrated in Big Tech that led the 2024–2025 AI narrative,