Gary Marcus predicts tech stock crash as AI companies lose free ride
Overview
Gary Marcus says tech stocks are set to crash because investors now know AI companies will no longer get a free ride.
In his account, the market was mixed on November 4, 2026, with chipmakers and neocloud companies such as CoreWeave falling while Amazon, Apple and Google rose. He says today's market is a slaughter with almost no company exempt. The report is a single Marcus post on his Substack, and the market moves he cites are his own description, not verified data.
Written by AI from the articles below · updated Nov 5, 1:12 PM ET
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- Marcus on AIBlogGary Marcus says tech stocks face a crash as AI companies lose free rides
AIGary Marcus says tech stocks are set to crash now that investors know AI companies will no longer get a free ride. He says the market was mixed on November 4, with chipmakers and neocloud companies such as CoreWeave falling while Amazon, Apple, and Google bounced, and today's market is a slaughter with almost no company exempt.
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