Finance

Despite record revenues, major tech players like Broadcom and CrowdStrike saw significant after-hours stock declines as investors reacted to rising artificial intelligence investment costs and missed outlook expectations. Market sentiment is shifting toward a "show me the revenue" approach, as high capital expenditures for AI infrastructure began to weigh on corporate margins.

Cryptocurrency markets experienced a sharp downturn, with Bitcoin plunging more than 5% to below $62,000, its lowest level since early February. The selloff, which liquidated over $1.6 billion in leveraged positions, was driven by heightened geopolitical uncertainty and fears that resilient economic data will force the Federal Reserve to maintain high interest rates.

As oil prices approach the $100 per barrel mark, investor interest has increasingly shifted toward energy and infrastructure sectors to hedge against persistent inflation. Specialized ETFs focused on power generation and grid modernization have seen rapid growth, reflecting a broader market trend that views artificial intelligence as an intensive physical infrastructure story rather than just software development.