Outlets such as FT and WSJ still characterize the latest de-risking/profit-taking/sell-offs as an AI-driven rout against software or capex spending, no mention of why hardware suppliers fell at the same time too plus a very convenient correlation with crypto as well as precious metals. What are your thoughts?
[https://web.archive.org/web/20260206140446/https://www.wsj.com/](https://web.archive.org/web/20260206140446/https://www.wsj.com/)
[https://web.archive.org/web/20260206142423/https://www.wsj.com/finance](https://web.archive.org/web/20260206142423/https://www.wsj.com/finance)
[https://web.archive.org/web/20260206143833/https://www.ft.com/](https://web.archive.org/web/20260206143833/https://www.ft.com/)
[https://web.archive.org/web/20260206144703/https://www.ft.com/markets](https://web.archive.org/web/20260206144703/https://www.ft.com/markets)
