Is the AI Trade Reversal Just Beginning? What the Picks-and-Shovels Selloff Really Means

Podcast: InvestTalk · Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Opublikowano: 2026-10-21

After years of outperformance, AI infrastructure stocks — the so-called picks-and-shovels plays — are getting hit hard as the trade reverses in markets from Asia to the US. We dig into whether this is a healthy correction or the start of a broader reckoning for AI-linked investments. Today's Stocks & Topics: PayPal Holdings, Inc. (PYPL), Market Wrap, Vistra Corp. (VST), Is the AI Trade Reversal Just Beginning? What the Picks-and-Shovels Selloff Really Means, Cash-Secure Puts, Vanguard Health Care ETF (VHT), McKesson Corporation (MCK), Myths about Private Credit, Sprouts Farmers Market, Inc. (SFM). Our Sponsors: * Check out Anth...