Gene Munster is a great stock market analyst. He says the recent Nasdaq selloff (~7% in July) is a healthy reset, not a breakdown. We are still in the “third inning” of AI wealth creation (not the technology rollout itself). Investors are nervous about the law of large numbers and sustainability of ultra-high growth rates, ...

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Link :
https://www.nextbigfuture.com/2026/07/ai-investments-still-are-early.html