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Mmastodon BusinessFinance first seen 2 d ago, last 2 d ago, peak #3

Dell downgrade rattles AI stocks, drags Nasdaq lower

Original: A sharp downgrade of data-center stalwart Dell sent shockwaves through the AI sector Wednesday, dragging the Nasdaq to i

A sharp analyst downgrade of Dell triggered a broad selloff in AI-linked stocks on Wednesday, with the Nasdaq posting its worst session in weeks. Dell, a key supplier of data-center hardware powering the AI boom, is seen as a bellwether for AI infrastructure demand, so negative analyst calls on the company are spilling over across the sector.

Why now: Investors are worried the downgrade signals weakening demand or overvaluation in the AI hardware trade.

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