Tech stocks haven’t been this cheap since the launch of ChatGPT. A potential AI slowdown has injected uncertainty into tech stocks, but some analysts believe the fears are overblown Demand for chips, data centers and other infrastructure is likely to continue accelerating even if the pace of the AI build-out slows, one analyst said. Calls from Anthropic CEO Dario Amodei, OpenAI’s Sam Altman and Elon Musk to slow the rate of artificial-intelligence development are the latest overhang on fast-growing tech stocks.
But the market might be overreacting to the implications of an AI slowdown, leading tech stocks to trade at their cheapest levels since the launch of ChatGPT, according to Truist analyst Sam Grelck. Demand for chips, data centers and other infrastructure is likely to continue accelerating even if the pace of the AI build-out slows, Grelck wrote in a Tuesday note. Copyright ©2026 MarketWatch, Inc.
All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 She’s covered personal finance for 40 years — and says this is the ‘most outdated’ notion about retirement ‘There might be a silver lining’: My friend’s wife died at 60 after a high-earning career. Can he claim her Social Security? 90% of retirees are making this miscalculation with their savings I retired last year with $3.4M after 31 years in law enforcement. I’ll get $8.4K a month in income.
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