Wall Street’s AI-driven rally faces a critical test this week as investors assess whether massive spending on artificial intelligence infrastructure can deliver sustainable returns, with quarterly results from Meta Platforms and major semiconductor companies likely to shape market sentiment, according to a report by Reuters.
AI-linked stocks, which have powered the bull market through its fourth anniversary, came under pressure in recent sessions, with sharp declines in semiconductor makers and technology hardware companies such as Dell Technologies. The weakness dragged the S&P 500 to its biggest weekly decline since June, although the benchmark remained about 2% below its record high set earlier this month.
