Amazon.com, Inc.

Alphabet Inc.

Meta Platforms, Inc.

Microsoft Corporation

There is a strange paradox going on in the American market right now: we are in the epicenter of a technological breakthrough, but the indices are feverish. Moreover, sectors that are as far away from neural networks as possible are falling "in company" with bigtech. It seems that we are witnessing a phase of hard sobering, <a href="https://www.facebook.com/share/p/1854MtaRBw/?mibextid=wwXIfr">writes</a> German Kaplun, co-founder and strategy director of TMT investments, on his Facebook page.

German Kaplun

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Why is the market going down because of AI if AI is so smart?