【Moo News】 AI hardware stocks are falling. The latest industry data are not. Memory companies are still reporting record profits and stronger pricing. Optical suppliers continue to see AI orders outpace available capacity. Hyperscalers are still investing, while cloud growth suggests some of that infrastructure is already generating revenue. That does not remove the risks. Higher supply, crowded expectations and weaker AI returns could still pressure the cycle. But so far, the selloff has moved faster than the underlying demand data. Learn more at: https://t.co/iyqJZiGVIq Investing is risky. Content provided by Moomoo Technologies Inc.
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