Tech Sell-Off: 3 Stocks Most Vulnerable and 3 Built to Hold Up
The line between the stocks in trouble and the ones holding up may come down to one question: Who is paying for the data centers?
The recent tech sell-off has left several stocks vulnerable to further losses. Nebius Group, Intel, and Oracle are three such stocks facing significant challenges. Nebius Group, despite its growth potential in AI infrastructure, requires substantial capital investment that becomes increasingly difficult as borrowing costs rise and investors become less willing to fund aggressive expansion.
Intel, on the other hand, has been investing heavily in manufacturing capabilities, which has led to disappointing results and a 44.6% drop in stock price. Intel's core business struggles and higher interest rates further complicate its investment plans. Oracle, while down 11.8% over the past month, is expanding its cloud infrastructure business to support AI workloads, but its reliance on debt financing and rising interest rates make it vulnerable to a prolonged downturn.
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