Investors are uncertain about tech companies because of AI spending, not the Iran war. Four major hyperscalers spent $410.2 billion last year, and there’s concern about whether the returns will justify that kind of investment.
Source: https://www.fool.com/investing/2026/03/19/this-is-the-real-r…
Artemis is a long-term NASA program, so it seems likely that some companies involved will benefit for some time. Artemis contracts could move the needle more on smaller companies’ financials than on those of the massive prime contractors.
Shares of obesity drugmakers and developers slid on Tuesday after Novo Nordisk forecast a sharper-than-expected sales decline for 2026, underscoring intensifying competition in the blockbuster weight-loss market.
The slide this month by Oracle (ORCL) and Broadcom (AVGO) has reminded investors that artificial intelligence (AI) stocks don’t move up in a straight-line fashion. They may also want to consider that prior pullbacks by mega-cap AI equities have often proven to be buying opportunities.
