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AI Loses Its Shine as Money Rotates Back Into Big Oil
Market Intelligence Analysis
AI-Powered
Why This Matters
Big Tech stocks, particularly those focused on AI, are experiencing a sell-off as investors rotate into safer energy stocks, driven by concerns about AI replacing software jobs. This shift in sentiment has led to a sharp drop in Big Tech stocks, with NVIDIA's CEO attempting to alleviate concerns. The market is reevaluating its enthusiasm for AI investments.
Market Impact
Market impact analysis based on bearish sentiment with 80% confidence.
Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Big Tech plans to spend hundreds of billions on AI this year, the industry leaders said this earnings season. In response, a stock sell-off followed as traders grew wary of the whole AI story. Looking for something safer, they went into energy stocks. Big Oil stocks, to be precise. Last week saw a sharp drop in Big Tech stocks as traders sold off their holdings on fears that artificial intelligence was about to replace software. NVIDIA’s CEO Jensen Huang dismissed those fears, saying, “There's this notion that the tool industry is in…
Original article published by
OilPrice.com
on February 10, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.