Wall Street AI Boom LIVE: Big Tech’s AI Obsession Is Shaking Wall Street | Nvidia | Meta

[Starmix]

According to the report, Wall Street’s AI party may be hitting its first reality check. For 18 months, the “Magnificent 7” — Apple, Microsoft, Amazon, Alphabet, Meta, Tesla, and Nvidia — have powered the S&P 500. But cracks are showing. A blunt MIT study revealed that 95% of AI pilot projects fail, sparking panic selling. Nvidia, Meta, Palantir, and others tumbled as investors questioned whether AI is truly delivering returns or just burning cash. Big Tech plans to spend $400B on AI infrastructure in 2025 — but will hype keep pace with reality? Is this the start of the AI bubble bursting?

I prefer offline. human contact. humanity. care, warm welcome, warm smile, sometime products suggested by other person, not robots.

 

[kit_hung]

There’s a growing sense of panic on Wall Street about the massive AI investments. For the past 18 months, seven big companies—Apple, Microsoft, Amazon, Alphabet, Meta, Tesla, and Nvidia—have been leading the S&P 500’s growth. But a new report from MIT has a bigger concern: 95 percent of experimental AI projects fail to achieve real success.

This has led to a panic sell-off in shares of companies like Nvidia, Meta, and Palantir, as investors begin to wonder whether AI is delivering real benefits or just a waste of money. The report shows that despite more than $44 billion being invested in AI in the first half of 2025, only 5 percent of those projects have seen meaningful revenue growth.

With Big Tech planning to spend $400 billion on AI infrastructure this year, the question remains: Will the hype live up to the reality? Analysts are comparing the situation to the dotcom bubble of the 1990s, warning that the market could collapse if expectations don’t materialize.