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’ [...]
As it happened: FTSE 100 losses soften after Nasdaq recovers from tech rout FTSE 100 Live Welcome back to City AM‘s FTSE 100 liveblog. It’s Friday and London’s blue-chip index is suffering another big loss after the tech rout deepened on global markets overnight. The FTSE 100 was down 1.6 per cent in afternoon trading to 10,616p. The Nasdaq was reversing some losses and gained 1.6 per cent at open on [...]
‘The blood is in the streets’: Nasdaq plunges as US midterms rattle SpaceX and Nvidia November 5, 2026 The Nasdaq index was plunging into the red on Thursday after the US midterms rattled AI-related stocks including Nvidia, Oracle and SpaceX. The tech-heavy index, which tracks 100 of the largest non-financial companies, sank more than five per cent to around 24,416 points. Chipmakers Nvidia and Broadcom each helped lead losses down eight and nine [...]
Fuse takes on UK AI power crisis with bet on ‘faster’ data centres October 21, 2026 British energy unicorn Fuse is moving into AI infrastructure, betting that its control over electricity supply will allow it to build data centres faster than rivals struggling with lengthy grid delays. The London-based company, founded by former Revolut executives Alan Chang and Charles Orr, has launched Fuse Compute, offering businesses access to Nvidia chips hosted [...]
Nvidia’s $250m UK AI bet sparks warning over ‘foreign dependence’ October 15, 2026 Nvidia’s $250m investment in the UK’s AI safety research risks deepening the country’s dependence on American tech unless ministers ensure researchers retain control over safety standards, analysts have warned. The world’s most valuable company has pledged $50m a year in computing power over five years to support British research into autonomous AI agents, alongside plans [...]
OpenAI-backed fintech raises $1.6m to tackle regulation October 15, 2026 A London fintech backed by employees of OpenAI and some of the world’s biggest banks has raised $1.6m (£1.2m) to help financial firms navigate mounting regulatory requirements using artificial intelligence. Relace, founded by a former lawyer and an AI engineer, has secured the pre-seed funding in a round led by Boost Capital, with backing from [...]
AI doom headlines aren’t spooking all investors September 29, 2026 Retail investors' response to AI doom headlines disproves the common notion that they move as a herd, writes Finimize CEO Carl Hazeley.
Nvidia launches AI agent safeguards alongside record buyback September 28, 2026 Nvidia has launched new safeguards designed to stop AI agents breaking out of controlled environments, after a series of security incidents have fuelled calls for tighter oversight of the technology. The chip giant said its Open Agent Safety Platform could have prevented OpenAI agents from breaching Hugging Face earlier this year, when thousands of agents [...]
I’m an AI investor: here’s why I just deleted Claude September 23, 2026 Anthropic’s messianic pronouncements are no longer like a marketing strategy, but a religious playbook, says Lewis Liu I canceled my personal Claude subscription this week and deleted years of work. I don’t object to the technology (I’m an AI investor currently working at the sharp end of its capabilities) but I believe that tone and [...]