Veytics Intelligence
2026-10-16 · Yahoo

AI infrastructure stocks sell off, but the data center boom rolls on

Yahoo Finance Executive Editor Brian Sozzi and EMJ Capital Founder and President Eric Jackson examine the disconnect between Wall Street's sell-off in AI infrastructure stocks and the construction boom unfolding on the ground. Using Hut 8's (HUT) Louisiana data center project as an example. Video Transcript 00:00 Speaker A This is coming in the background Eric of a wild week in tech. Uh, we saw the Coreweave sell-off, Nebius sell off. Like, where is your brain at after seeing a wave and a wave of sell-offs like this?

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