UBS says tech sell-off is a positioning reset, not the start of an AI downturn

UBS reports that recent tech sell‑offs stem from investor repositioning rather than a downturn in AI investment, signaling long‑term growth potential. Goldman Sachs CEO echoed this optimism, stating that demand for AI infrastructure remains robust. Together, the comments suggest that while short‑term market volatility may persist, the underlying AI sector continues to attract strong capital and demand for computing resources.