AI Capex Fear Creates Buying Opportunity Amid Tech Selloff Volatility
Markets are experiencing exaggerated pullbacks in AI and software stocks despite strong fundamentals, driven by anxiety over hyperscaler capex projections reaching $200B for 2026. The disconnect between fear-driven selling and underlying business strength in names like Microsoft (down 11% YTD) suggests tactical buying opportunities ahead of key Nvidia earnings guidance.
The AI infrastructure buildout represents a multi-year growth cycle; current volatility may offer entry points before the market recognizes sustained demand fundamentals.
artificial intelligence
tech stocks
capex
nvidia