Sozzi: Nvidia Isn’t Pets.com — Why this tech selloff isn’t 1999

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What stands out

Brian Sozzi argues the current tech selloff is not a repeat of the dot‑com bust because the companies behind AI have real cash flows and real businesses, not just speculative dreams. He highlights how strong quarterly results from Apple and a 96 percent revenue jump at Palantir still failed to stop share declines, which he ties to the market re‑rating anything exposed to AI when the payoff timetable stretches out. The clip pulls together corporate results, a major exchange hack, and consumer winners and losers into one narrative about re‑rating risk versus business substance.