What's Behind The Selloff In Crypto, SaaS And AI Stocks

2026-02-13 10:10:00 ET

By Mike Larson

Mike Larson: It has been a wild couple of weeks for some of the market's hottest investments over the past few years. I'm talking, of course, about AI stocks and cryptocurrencies. From Oracle to Microsoft, Bitcoin to Ethereum, we saw powerful pullbacks last week and tentative recoveries since then, but what's driving it all? Is this just a liquidity story or something more? Should we be worried about massive AI CapEx spending bills and dislocation in the SaaS space, or is this just another opportunity to get on board at better prices? And what about the big picture trends like tokenization and digital money? Are they still on track despite the market disruptions we've seen in the digital asset space?...

Read the full article on Seeking Alpha

For further details see: