The sell-off in AI-related stocks, according to Baird tech strategist Ted Mortonson, is increasingly about who needs financing and what that financing costs. "I think the street is tiring of the Bank of Nvidia, the Bank of AMD and the Bank of Broadcom," Mortonson told Yahoo Finance Senior Reporter Brooke DiPalma (video above), referring to chipmakers Nvidia (NVDA), AMD (AMD), and Broadcom (AVGO). "This is very unusual in this cycle… It's not going over well with the institutional community," he added.(Yahoo Finance) Mortonson pointed to "a higher cost of capital" and "a lot of scrutiny now on circular finance," which he said was "coming out of the Anthropic research meeting." Anthropic (ANTH.
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