Globavend Holdings's 15min chart shows Bollinger Bands Narrowing, Bearish Marubozu Pattern.
PorAinvest
lunes, 15 de septiembre de 2025, 11:32 am ET1 min de lectura
GVH--
Currently, AI spending is robust, but Hammond's note suggests that a sharp deceleration could occur in Q4 2025 and 2026. Tech giants like Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) are continuing to invest heavily in AI, indicating that growth may persist. However, if AI spending slows, many stocks could lose value, potentially dragging the S&P 500 lower from its current levels.
AI plays a critical role in the stock market's performance, with top AI beneficiary Nvidia (NASDAQ:NVDA) making up approximately 7% of the S&P 500. The top eight publicly traded corporations on the S&P 500 are heavily invested in AI, and their combined influence on the index is significant [1]. If AI spending fades, these stocks could face significant headwinds.
Investors should consider the potential impact of AI spending slowdowns on their portfolios. While the stock market is currently bullish on AI's long-term potential, it's essential to consider the possible downside. A slowdown in AI spending doesn't necessarily mean that big tech will pull out of AI entirely, but it could lead to slower growth rates.
As per the 15-minute chart of Globavend Holdings, a narrowing of Bollinger Bands and a bearish Marubozu formation at 09/15/2025 11:30 suggests a decrease in the magnitude of stock price fluctuations, indicating that sellers are currently in control of the market. This bearish momentum is likely to continue.
Artificial intelligence (AI) has been a significant driver of stock market growth, with major tech companies investing heavily in AI technologies. However, Goldman Sachs recently warned that a slowdown in AI spending could lead to a substantial decline in the stock market. According to a research note by Goldman Sachs Analyst Ryan Hammond, a reversion of long-term growth estimates back to early 2023 levels could imply a 15% to 20% downside to the current valuation multiple of the S&P 500 [1].Currently, AI spending is robust, but Hammond's note suggests that a sharp deceleration could occur in Q4 2025 and 2026. Tech giants like Meta Platforms (NASDAQ:META) and Microsoft (NASDAQ:MSFT) are continuing to invest heavily in AI, indicating that growth may persist. However, if AI spending slows, many stocks could lose value, potentially dragging the S&P 500 lower from its current levels.
AI plays a critical role in the stock market's performance, with top AI beneficiary Nvidia (NASDAQ:NVDA) making up approximately 7% of the S&P 500. The top eight publicly traded corporations on the S&P 500 are heavily invested in AI, and their combined influence on the index is significant [1]. If AI spending fades, these stocks could face significant headwinds.
Investors should consider the potential impact of AI spending slowdowns on their portfolios. While the stock market is currently bullish on AI's long-term potential, it's essential to consider the possible downside. A slowdown in AI spending doesn't necessarily mean that big tech will pull out of AI entirely, but it could lead to slower growth rates.
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