Nasdaq 100 Faces Over $2 Trillion Risk as Big Tech AI Spending Rises

The Nasdaq 100 is under pressure, with market analysts warning that the sector’s value could fall by more than $2 trillion this month. The threat stems from a surge in artificial‑intelligence spending by the biggest names in the index. Meta and Alphabet have announced higher AI budgets, raising doubts about the profitability of these investments. In contrast, Microsoft and SpaceX have reported positive results, offering a glimmer of stability amid a broader market decline. Investors are now scrutinizing whether the continued AI push can sustain growth or whether it will erode shareholder value. The debate highlights the tension between innovation spending and short‑term financial performance in the technology sector.