Why AI Has a Split Personality

[video_player type=”embed” style=”1″ dimensions=”640×360″ width=”640″ height=”360″ align=”center” margin_top=”0″ margin_bottom=”20″ ipad_color=”black”]PGlmcmFtZSB3aWR0aD0iNjQwIiBoZWlnaHQ9IjM2MCIgc3JjPSJodHRwczovL3d3dy55b3V0dWJlLW5vY29va2llLmNvbS9lbWJlZC9LYmh4ZWk5a1h1az9zaT1heDBVRGtXQmN2azNWeTd6P3JlbD0wIiB0aXRsZT0iWW91VHViZSB2aWRlbyBwbGF5ZXIiIGZyYW1lYm9yZGVyPSIwIiBhbGxvdz0iYWNjZWxlcm9tZXRlcjsgYXV0b3BsYXk7IGNsaXBib2FyZC13cml0ZTsgZW5jcnlwdGVkLW1lZGlhOyBneXJvc2NvcGU7IHBpY3R1cmUtaW4tcGljdHVyZTsgd2ViLXNoYXJlIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+[/video_player]
Now, there’s no doubt artificial intelligence (AI) will eventually change the world. That’s already starting, but the full impact is probably a ways down the road.

Right now, investors’ perception and imagination of AI is what’s really driving the bus. Hopes and fears are what we have to contend with right now. That’s powerful stuff. In fact, those hopes and fears are so powerful that Nvidia is now around $100 billion larger by market cap than the entire Energy Select Sector SPDR.

That’s why worries about its earnings drove massive tech selling this week. And it’s why Palo Alto, which had decent earnings, got crushed. We’re going to look at why this happened and what it means for AI stocks from here out.

More from TheoTrade

The Trap Door Sits At 765

They’re Defending The Wrong Bond

The Selloff Shape Nobody Watches For

Someone Just Hedged $113 Million Midday

One Box Replaces Three of Your Indicators

Monday, August 31, 2026 – Tony’s Pre-Market Playbook


Most Recent

The Trap Door Sits At 765
They’re Defending The Wrong Bond
The Selloff Shape Nobody Watches For
Someone Just Hedged $113 Million Midday
One Box Replaces Three of Your Indicators

Get educational market insights sent right to your inbox.

As Seen In