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AI-linked stocks show volatility amid rising U.S. AI use and Big Tech's shifting capital strategies

Market News
22 Sep 2026
Seeking Alpha
View Source
Neutral
AI-linked stocks show volatility amid rising U.S. AI use and Big Tech's shifting capital strategies

AI-related stocks, including chipmakers like NVIDIA, have experienced market volatility due to public debates and warnings about AI risks. Despite concerns, AI adoption in the U.S. is rapidly increasing, with demand for AI inference and capital spending expected to grow significantly through 2027. Big Tech companies are reallocating capital, with free cash flow near zero, buybacks halved, and net debt rising by $194 billion as they invest heavily in AI infrastructure. While valuations are not at bubble levels seen in 2000, the rising debt and financing costs call for careful balance sheet monitoring as investment remains focused on AI technologies.

Nvidia Corp (NVDA) trades at USD 227.18 with a slight 0.09% decline on Pluang as of Sep 22, 2026, 17:02 WIB, reflecting steady investor interest despite recent AI-related volatility. The stock’s market cap stands at $5.49 trillion, and typical hold time on Pluang is 114 days, indicating a relatively long-term investor base. This trading activity aligns with the article’s discussion on AI investment dynamics and cautious market sentiment around tech valuations and debt levels.

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