Sell-off in AI stocks: making sense of the volatile market in the AI sector
Chip and tech stocks are under pressure worldwide, led by semiconductors and hyperscalers. Is the AI boom over, or is this a buying opportunity? Christoph Gum talks with Paul Barthels (DRESCHER & CIE AG) about how to read recent events, why stock selection within the sector matters, and what to expect from 2027. Held in German.
A global sell-off in chip and technology stocks is weighing on the major indices. Semiconductor makers and hyperscalers are hit hardest — and with them the question of whether the billions spent on data centres, chips and infrastructure will ever pay off.
Christoph Gum, CEO and co-founder of Private Alpha, talks with Paul Barthels about what is behind the move: is the AI boom over, or is the current market a buying opportunity? Why does stock selection within the sector matter so much right now? And what should investors expect from technology and AI in 2027?
The webinar is held in German and is free to attend. Registration is handled by the DRESCHER & CIE fund platform.
- Speaker
- Christoph Gum, Private Alpha Germany GmbH
- Moderator
- Paul Barthels, DRESCHER & CIE AG
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