Tech Stocks Slide as AI Hype Fades: Apple Growth Slows, Anthropic Valuation Debated

Bullish Gator

Futurum CEO Daniel Newman on tech selloff, slowing Apple revenue and controversy over Anthropic’s $1.5T valuation.

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What stands out

Daniel Newman walks through two concrete things pushing the selloff: Apple’s slowing revenue momentum and the debate around Anthropic’s $1.5 trillion valuation, putting a spotlight on how AI excitement can reverse when growth expectations slip. Newman ties Apple’s recent quarterly cadence to investor impatience, and he uses Anthropic as an example of how narrative-driven valuations can outpace fundamentals. The clip matters because it frames the selloff as a mix of measurable company data and headline-driven sentiment rather than a single macro shock.