Chip selloff intensifies as investors question sustainability of AI spending
We haven't written up this one. Seeking Alpha News has the full story — the link below goes straight to it.
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This AI Chip Stock Has Been Billionaire Philippe Laffont's Largest Holding Throughout 2026. Here's What $10,000 Invested Today Could Be Worth by 2030.
Key PointsPhilippe Laffont sees more value in going up the semiconductor supply chain.
Nasdaq Futures Slide as Global AI Selloff Gathers Pace
Treasurys strengthened as investors, fretting about the scale of corporate borrowing to fund the buildout in AI, bid a hasty retreat from risk.
Meta AI head Alexandr Wang praises Mark Zuckerberg leaving Meta CEO flattered
Alexandr Wang recently shared his admiration for Mark Zuckerberg, highlighting his exceptional leadership and decision-making skills.
Why the AI trade is not set up for a rebound like July’s, according to JPMorgan
Fewer shorts, buybacks ending, no inflows and too many longs imply no recovery is imminent, says a JPMorgan strategist.
Why the AI trade is not set up for a rebound like July’s, according to JPMorgan
Fewer shorts, buybacks ending, no inflows and too many longs imply no recovery is imminent, says a JPMorgan strategist.
British Business Bank invests £180M across AI and deeptech funds
The British Business Bank has today announced it is investing £180m across six AI and deeptech VC funds, as investors continue to pile into the two hot sectors.The state-owned investor is investing…