What are you talking about? There's been a ~18% drop in tech sector this past month (see: IGV)
I don't know if it's due to "decoupling" but there has been some selling recently.
That's mostly AI panic based on the narratives swirling around in finance news. I'd agree this threat of decoupling is more serious, but I also think the market knows that US tech is so deeply embedded everywhere that decoupling will take decades.
That's mostly AI panic based on the narratives swirling around in finance news. I'd agree this threat of decoupling is more serious, but I also think the market knows that US tech is so deeply embedded everywhere that decoupling will take decades.