Nvidia and other artificial intelligence (AI)-related stocks are experiencing a downturn as expectations are readjusted. In recent months, any company that mentioned AI would see its shares rise, fuelled by widespread optimism for AI. However, following recent announcements from ASML and Taiwan Semiconductor Manufacturing Company (TSMC), investors are beginning to take a closer look at the promises surrounding AI, questioning its viability and long-term impact. This questioning has led to an increase in scepticism, prompting company directors to re-evaluate their communications to reassure investors. The key for investors will now be to determine whether AI brings a tangible change to the products and services on offer and whether it represents real value rather than just a selling point.


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