AI Bubble Risk, Hardware Opportunities: 2026 Tech Outlook
Update: 2025-12-19
Description
In 2025, AI expansion beyond tech giants sparked bubble worries and disrupted software sector. Unexpected areas like memory chips and hard drives offered better returns. Neoclouds gained popularity, but Oracle faced scrutiny. Investors found opportunities in AI infrastructure spending, with memory and storage companies outperforming. The future of software stocks remains uncertain, with potential for growth but high expectations required for further gains.
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