See the full story in the original article.
Original headline: The tech ‘death spiral’ that could destroy the AI boom
Read the original on Yahoo Finance ↗
Keywords
artificial intelligencetech stocksNVDAMSFTQQQ
Open a keyword to see other news on the same topic.
Related tickers and likely impact
MSFT
▼ Likely negativeMicrosoft
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/23/2026 | 524.53 |
| Change that session | +0.66% |
NVDA
▼ Likely negativeNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
QQQ
▼ Likely negativeInvesco QQQ Trust
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/23/2026 | 704.39 |
| Change that session | -0.01% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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The author notes many AI stocks are pulling back, with the Nasdaq-100 down 5.5% in the last week alone, and argues that broad market sell-offs have historically been followed by recoveries to new highs. Duolingo (DUOL) trades 73% below its record high, with 58.7 million daily active users (up 23%) and a target of 100 million by 2028; its price-to-sales ratio is about 6 versus a five-year average of 14.4, and its P/E is about 16.6. SentinelOne (S) reported record annual recurring revenue of $1.2 billion, up 22%, with ARR from its AI products almost tripling, and its P/S of about 6.7 compares with 10.2 to 43.3 for CrowdStrike, Palo Alto Networks and Zscaler. The author considers both companies potentially worth a long-term look if the tech sell-off intensifies.
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