Markets Turn Risk Off
Stocks across Asia and US futures fell as the tech selloff continued. Investors are becoming more cautious about whether massive AI investments will deliver strong returns.
AI Faces Its Biggest Test
The AI story remains strong, but markets now want earnings, not just spending. Valuations are coming under pressure as results take center stage.
Oil Shock Returns
Brent crude traded near $100 per barrel, fueling fresh inflation concerns and raising expectations that interest rates could stay higher for longer.
Corporate Watch
- Alphabet and Tesla led losses after disappointing investors.
- Intel impressed with a stronger revenue outlook.
- AMD launched new AI chips to compete in the booming data center market.
What Investors Should Watch
- Upcoming Big Tech earnings for signs that AI spending is translating into profits.
- The Fed’s meeting next week for clues on interest rates.
- Oil prices and Middle East developments, as furth