Big Tech companies are seeing red as stock markets plummet on Monday. The most recent earnings reports from some tech giants, like Microsoft (MSFT) and Alphabet (GOOG, GOOGL), have had some investors questioning whether heavy AI investments are creating expectations and valuations that are too high. Some investors believe this pullback might actually benefit these tech names in the long run.

Yahoo Finance reporter Josh Schafer breaks down the details, providing insights into the tech sector's performance.

For more expert insight and the latest market action, click here to watch this full episode of Catalysts.

This post was written by Angel Smith