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EVENT / TOPICHistorical

Tom Lee predicts AI selloff ending as yields drop below 5%

1 reports1 sources10/23/2026 updated

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Fundstrat's Tom Lee stated that the AI selloff is nearly over as Federal Reserve rate cuts push yields below 5%, while noting crowded short positions in the market. Gartner analyst Sommer warned that AI revenue is insufficient to justify planned high spending, forecasting $1 trillion in expenditure by 2026.

Written with AI from the reporting · updated 10/23/2026

Latest developmentOct 23, 10:05
Tom Lee of Fundstrat believes AI selloff is nearing end as yields drop below 5%
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  1. 1Unclassified fact stationOct 23, 00:00recorded Oct 23, 10:44single source

    Tom Lee 称收益率低于5%意味着AI抛售近尾声

    Read original source ↗ BeInCryptoReplay this moment in the explorer
    Evidence & revisions · 1 source records
    Subject：
    Tom Lee
    Action：
    发布观点
    Object：
    AI 抛售结束
    Occurred (fact side)：
    Oct 23, 00:00
    BeInCrypto ↗Report pageOriginal / first version
    Published (valid side)：
    Oct 23, 10:05
    First seen (known side)：
    Oct 23, 10:44
    Fact stationSingle source · one-sided claim

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Oct 23
  1. BeInCryptoRelated fact: single source
    Tom Lee of Fundstrat believes AI selloff is nearing end as yields drop below 5%

    Report first recorded Oct 23, 10:44

    Tom Lee, managing partner and head of research at Fundstrat, stated the AI selloff is near its end, citing rates falling below 5% and a crowded short trade in tech, even as the Nasdaq slides. Lee named Nvidia, memory chips, the Magnificent 7 megacap tech stocks, software, and crypto as preferred buys, and is bullish on a broad cyclical rally. However, Gartner senior director analyst Will Sommer warns that AI revenue may be too small to justify planned spending, citing nearly $1 trillion in spending in 2026 and $6 trillion through 2030.

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