The U.S. stock market endured a difficult October as mounting concerns over artificial intelligence (AI) spending, weakening free cash flow and elevated interest rates triggered a sharp selloff in technology and semiconductor stocks. More than $2 trillion in Nasdaq-100 market value evaporated during the month. The correction has unsettled investors, who had grown accustomed to technology-led market gains. However, the recent weakness does not necessarily signal the end of the bull market or the AI investment cycle. Rather, it highlights a shift in investor priorities where the market is increasingly demanding justification behind massive investments in AI infrastructure that will translate into sustainable revenues, earnings and free cash flow.
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