AI shares shed $1.5 trillion
1d
Investors retreated from AI-linked technology shares as a two-day selloff erased more than $1.5 trillion in market value, spurring hedging and renewed bond demand.
"For years, the companies behind America’s artificial-intelligence boom have raised hundreds of billions of dollars with ease. Wall Street eagerly ponied up capital and asked few questions.
Now, the balance of power is shifting....
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"For years, the companies behind America’s artificial-intelligence boom have raised hundreds of billions of dollars with ease. Wall Street eagerly ponied up capital and asked few questions.
Now, the balance of power is shifting....
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Reposted by Fabián Muniesa
Now they need to get you to use the "inevitable" thing (by any means necessary) because its evitability is becoming more clear by the day.
Now they need to get you to use the "inevitable" thing (by any means necessary) because its evitability is becoming more clear by the day.
Tech earnings, divergence, and central bank developments dominated over the last five days, even as resilient US growth data provided an underlying buffer.
Looking forward, the upcoming...
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Tech earnings, divergence, and central bank developments dominated over the last five days, even as resilient US growth data provided an underlying buffer.
Looking forward, the upcoming...
1 of 2
Lots of downbeat AI coverage in the media today, including this from the FT and WSJ.
Predictable given the tape ... but will this sudden pivot to pessimism overshoot?
#economy #marklets #ai #artificialintelligence @financialtimes.com @wsj.com
Lots of downbeat AI coverage in the media today, including this from the FT and WSJ.
Predictable given the tape ... but will this sudden pivot to pessimism overshoot?
#economy #marklets #ai #artificialintelligence @financialtimes.com @wsj.com
Reposted by Fabián Muniesa
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by Jordí Nieva Fenoll Reposted by Beatriz Gallardo Paúls
elpais.com/economia/202...
elpais.com/economia/202...
by Alan Lester
foreignpolicy.com/2026/10/30/a...
foreignpolicy.com/2026/10/30/a...
Reposted by Xavier Molénat