China's securities regulator tightens margin financing rules to contain speculative excesses in AI stocks, a move that may weigh on Chinese equity…
China's strategic push into AI equities underscores a broader effort to challenge US chip hegemony amid tightening export controls.
SanDisk and Western Digital shares slumped 10% on strong earnings, fueling speculation that capital is rotating from AI stocks into bitcoin, as…
Hedge fund Situational Awareness deploys $400 million into an undisclosed firm after nearly collapsing in the AI stock selloff, reigniting debate over…
UK stock futures rise and sterling weakens on diverging BoE policy outlook, while Iran’s Hormuz warning lifts crude oil and tech continues…
Goldman Sachs analysts highlight Microsoft's AI monetization as a blueprint for tech firms, with AI-driven revenue streams materializing across its cloud and…
Goldman Sachs asserts Japan's AI stock trade is 'not broken' following a market rout, fueling optimism for Nikkei 225 recovery and AI-related…
Crypto traders are turning AI stocks into their latest speculative vehicle, driving 24/7 trading volumes and valuation gaps reminiscent of meme tokens…
Bitcoin ETF inflows, cooling AI momentum, and potential regulatory progress under the CLARITY Act are fueling speculation that capital is rotating back…
The 10-year Treasury yield nearing 5% challenges the debt-driven AI boom, pressuring tech stocks and raising fears of a pullback in AI…
Bitcoin surged past $67,000 and crypto stocks rallied as investors rotated out of AI trades amid optimism over US crypto legislation, signaling…
Pound steady and FTSE 100 flat as UK markets react to John Healey's appointment as Chancellor, with investors awaiting fiscal policy signals.