TREE NEWS update: The International Monetary Fund is closely monitoring swings in artificial intelligence stock valuations and U.S. political developments that could slow data-center construction, spokesperson Julie Kozack said at a regular press briefing. She said it is still too early to determine whether investors will lose long-term confidence in the sector, adding that AI valuations remain exposed to a market re-evaluation of long-term profitability. Nvidia shares fell sharply on Thursday after CEO Jensen Huang’s resignation, dragging the S&P 500 and Nasdaq lower, while AMD, Alphabet and Microsoft rose.
IMF Monitoring AI Stock Valuation Swings, Says Too Early to Judge Investor Confidence
AI take
The IMF flagging AI valuation swings puts a multilateral spotlight on a market theme that has so far been treated as a private-sector story, and tying it to U.S. political risk that could slow data-center construction widens the frame beyond chip earnings. The mixed session — Nvidia sharply lower while AMD, Alphabet and Microsoft rose — suggests investors are already discriminating within the AI trade rather than treating it as one bloc. Whether that dispersion holds, and whether the IMF's caution about long-term profitability gains traction, is the open question worth watching.
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