Analysis: AI sell-off leaves markets at a crossroad Markets A rout in AI and tech stocks has wiped trillions off global markets. For City AM’s Midday Markets newsletter, Ali Lyon chews over what it all means. It’s been one of those mornings when analysts have woken up and reached for their morbid bon mots of choice. “Bloodbath” has proven popular. So too, “capitulation-level event” [...]
‘Plenty more pain ahead’: Is the AI bubble bursting? City Talk Global markets are turning red after the blue sweep in the US midterms. Saxo Market’s Neil Wilson asks whether the time has finally come for the AI bubble to burst. Extraordinary market action yesterday. The selling pressure that had been building in AI stocks for weeks finally blew the bloody doors off. The trigger? The Democrats’ [...]
Why the AI boom can’t be compared to the dotcom bubble Tech Fears that the AI boom is heading for a dotcom-esque crash have been simmering for quite some time now, as tech stocks wobble and valuations reset. But new data suggests the comparison is flawed, and risks missing what is actually happening in the market. According to Redpoint Ventures’ 2026 market update, today’s AI cycle is [...]