Why governments might secretly wish for an AI stumbleGovernments are increasingly concerned about the potential volatility linked to the AI investment boom. Recent sell-offs in AI-related stoc...
AI credit default swap spreads widen sharplyFive-year credit default swap spreads at cloud computing giant Oracle widened by 26 basis points overnight to a record 288 bps, according S...
Figma CFO says design platform willing to put margins on the line to boost AI demandFigma's CFO acknowledged that fluctuating gross margins may not recover to former levels due to substantial investments in AI initiatives, ...
AI-powered stock funds bet bots can pick stocks faster and better than humansA select group of fund managers is now incorporating artificial intelligence into their exchange traded funds to guide investment choices. ...
Global Market: Japan’s Nikkei plunges nearly 5% as AI stocks tumble on CoreWeave debt concernsJapan’s Nikkei 225 plunged, while the broader Topix fell 2.5%, as AI-linked stocks led a broad selloff. Sentiment was hit by concerns over ...
AI Young Leader of the Year: Recognising the next generation of AI leadershipAI is opening new routes into entrepreneurship, product development and technical leadership for younger professionals. The AI Young Leader...
Anthropic Q3 revenue surges 45% to $16.8 billion as AI startup gears up for $2 trillion IPOAnthropic reported a 45% increase in revenue for the third quarter, reaching $16.8 billion. The company's revenue for the first and second ...
US stocks: AI shares tumble up to 16%, erasing $80 billion as hot US inflation fuels rate fearsAmid rising inflation, major AI firms like CoreWeave and Dell Technologies experienced significant stock price drops, losing around $80 bil...
AI boom’s funding web could spread losses across global markets, IMF warnsThe IMF reports that global AI investment could induce a significant market correction if expectations are unmet. Economic growth has been ...
Why governments might secretly wish for an AI stumble: Mike DolanConcerns over AI-related investment instability are prompting a notable pivot towards government bonds among investors. Top asset managers ...
Global Market: Why China’s CXMT is putting global memory chip giants under pressureGlobal semiconductor stocks tumbled as Chinese chipmaker CXMT’s reported progress on a new memory chip design raised concerns about intensi...
TCS, HCL Tech, Infosys shares surge up to 11% in 2 days; Nifty IT soars 2,000 points. More steam left for rally?Indian IT stocks rallied as concerns over AI-driven disruption eased, triggering an “anti-AI” trade. The Nifty IT index surged over 2,000 p...
Global Market: AI trade faces biggest test yet as chip stocks tumble across AsiaAsian AI stocks tumbled as rising bond yields, higher financing costs, and concerns over excessive infrastructure spending weakened investo...
AI investors or casino gamblers? What Broadcom CEO Hock Tan said that sparked sharp global AI selloffGlobal AI stocks plunged after Broadcom CEO Hock Tan warned that investors are treating artificial intelligence like gambling, raising conc...
AI traders behaving like casino gamblers? What made chip trade toxic and why that’s good news for IndiaGlobal AI stock enthusiasm hit a roadblock as South Korea's Kospi plunged 7.4% on chip competition concerns and Broadcom's warning on AI sp...
AI valuation bubble could burst, bringing foreign investors back to India: Ambareesh BaligaA potential downturn in AI stock evaluations could pivot foreign investments back to Indian markets soon. Analysts suggest that India's con...
AI can pick the fund, but can it stop you from selling at the bottom?The software can analyse thousands of funds and figure out that the three or four you are researching have almost identical portfolios. How...