https://www.live-feeds.com/feed/cnbc-daily-open-is-the-ai-sector-losing-its-rose-colored-glowContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/cnbc-daily-open-is-the-ai-sector-losing-its-rose-colored-glowhttps://www.live-feeds.com/feed/cnbc-daily-open-is-the-ai-sector-losing-its-rose-colored-glow#u134215Mon, 19 Oct 2026 02:31:17 +0000The AI sector is facing a sharp correction as investors grow wary of corporate spending levels and rising funding strains. A global tech selloff has erased over $1 trillion in market value from 20 of the largest AI and semiconductor stocks. This downturn is driven by a combination of hot inflation reports, fears of Federal Reserve rate hikes, and credit stress at CoreWeave. While TSMC reports a record quarter showing persistent chip demand, overall sentiment has shifted toward caution regarding the actual capital requirements of the sector.Why it mattersInvestors previously viewed AI investmen