US Stocks Sink as AI Disruption Fears Weigh on Tech

Major US indices declined as technology shares  the faced pressure amid growing concerns about artificial intelligence disruption and valuation risks. Investors rotated toward  the defensive assets while monitoring corporate earnings updates. Gold and Bitcoin also weakened during the session. Market analysts said sentiment remains the sensitive to both macroeconomic data and evolving AI competition narratives shaping the long-term growth expectations.

Arista Networks shares advanced after the company reported earnings that exceeded Wall Street expectations. Strong enterprise demand for high-performance networking equipment supported revenue growth. Analysts highlighted expanding opportunities tied to artificial intelligence infrastructure buildouts. Management indicated that order visibility remains solid and though competitive dynamics with larger rivals continue to the shape pricing and margin trends in the networking sector.