Urgent.News

What's breaking now, across thousands of outlets.

Monday, 26 October 2026 Reading Room

AI

Is the AI crash over?

TME asks the question. DB nailed the tech unwind. Now what? Credit where it’s due. On October 9, Deutsche Bank’s Binky Chadha and team tactically downgraded tech from overweight to neutral, warning of an unfavorable risk/reward setup and a potential sharp reversal. The timing was excellent. Mega-cap growth and tech have since fallen 7%, while The post Is the AI crash over? appeared first on…

macrobusiness.com.au ·

We haven't written up this one. MacroBusiness has the full story — the link below goes straight to it.

Read the original at macrobusiness.com.au →

More in AI

Memory titans test AI demand while bubble fears transfix markets

How these firms handle back-to-back earnings disclosures and investors’ questions will shed light on the broader industry’s outlook

  • Four major memory chip manufacturers to release earnings amid AI demand concerns.
  • SK Hynix, Samsung Electronics, Kioxia Holdings, and CXMT hold over US$2 trillion market value.
  • Investors cautious due to rising borrowing costs and speculation on AI investments.

·businesstimes.com.sg

Anthropic Just Filed to Go Public. Should You Buy the Stock?

Anthropic’s IPO filing reveals explosive growth and improving operating results. But can the company protect its profits as competing AI models catch up?

  • Anthropic filed S-1 on Oct. 26, 2026, to go public.
  • Company generates revenue from subscriptions and per-token fees.
  • Anthropic faces risks of destabilizing geopolitics and AI control.

·fool.com

More from Monday 26 October →