The financial results crisis has made it more difficult to adapt to new technologies. The Nasdaq 100 Index, which refers to the 100 most important stock market participants, has registered a loss of 3.5% over the course of the week, representing its worst performance since March 2025. This decline has led to the market entering a correction phase, where prices have been reduced to approximately 4.5%.

According to Matt Maley, a strategist at Miller Tabak & Co., 'the weakness in the core routes of the business is a new challenge in the issue of whether the return on investment on AI will be sufficient to justify the euphoria around this technology.' In particular, the results of companies like Alphabet and Amazon.com, which are investing enormous sums of money in R&D of AI, have further fueled concerns about the consequences of these projects on traditional business lines of their main businesses. The financial crisis has also enveloped Intel, one of the leaders of the IT sector, with a 29% decline after presenting an unmet revenue forecast. Its competitors rival AMD and NVIDIA have seen a 11% and 4.2% decrease, respectively, while Dell Technologies, which produces computers, has lost 11%.

The Philadelphia Semiconductor index, which measures the performance of semiconductor component producers, has even fallen by 7.2%, reaching its lowest level since the 200-day moving average movement, an event that had never occurred until June 2025. The downfall of major shareholders has made it difficult to adapt to new technologies, especially when considering the times when society needs to integrate rapidly with digital society changes. This situation has led to a profound uncertainty regarding future growth trends and work assistance, where companies must find the strength needed to overcome the challenges imposed by AI R&D.

Recent analyses of the latest financial results have been interpreted as a signal of tension between concerns about R&D expenses for creating new intelligent systems and financial performance concerns of their main business lines. This scenario has been fueled by negative news related to AI, such as the IPO of Anthropic, the significant release of Meta Platforms, and the famous capital offering of SpaceX, which generated an atmosphere of optimism just a few months ago. However, even though these news were negative, it should not be considered a definitive crisis.

The company must find the strength needed to face the challenges imposed by AI R&D and find the strength needed to adapt to new technologies. Furthermore, companies must seek to maintain a balance between their concerns about financial performance and their capabilities to develop new intelligent solutions for the future.