−20%
Index Drop From May Peak
A 20% pullback from the May peak marks the sharpest correction in AI-linked names since the rally began, testing investor conviction.
$700B+
AI Capex Boom in Play
Hyperscalers and cloud providers have committed over $700B toward AI infrastructure, one of the largest corporate spending cycles in history.
−90%
Token Price Fall Since 2023
AI-linked tokens have given back roughly 90% of their value since the 2023 peak, echoing the boom-bust pattern of earlier speculative tech cycles.
46%
AI Invest vs Sales Gap
A 46-point gap between AI investment and realized sales growth is the central bear case: spending is far outrunning proven revenue return.