Market context
Follow the story. See which markets it affects. Explore the context.
Tech stocks fell amid concerns over AI disruptions and competition from Chinese AI firms like Alibaba. Nvidia and Microsoft led declines, while semiconductor stocks dropped, reflecting investor cauti…
Bitcoin plunged below $63,000 amid weak US job data and AI investment concerns, signaling strong bearish momentum and low odds of near-term recovery to $90,000.
Elon Musk is suing Microsoft and OpenAI for wrongful gains from his early OpenAI support, seeking up to $134 billion. Both companies deny the claims, with a trial expected in April to resolve the dis…
Deutsche Bank highlights potential surprises in 2026, including AI-driven growth and inflation risks. Nvidia's strong earnings outlook faces risks if forecasts flatten, raising questions on the AI tr…
Aware Super's CIO warns of emerging risks in AI funding but supports sector valuations backed by earnings growth, highlighting Meta’s $27 billion AI data center deal and steady investments in Microso…
Nvidia shares fell 3% despite strong outlook amid concerns over high valuations, AI infrastructure spending, and limited Fed rate cut expectations. Broader tech and crypto markets also declined, refl…
Investor sentiment sours on Nvidia due to concerns over mounting AI investment risks, stretched valuations, and increased debt financing, despite AI's long-term promise. Current fears echo dotcom era…
CoreWeave's revenue topped estimates, but operational issues and rising costs pressure margins, posing challenges for Nvidia-backed AI infrastructure demand growth.
Trump's threat to impose 100% tariffs on Chinese imports sparked a sharp selloff in major U.S. tech stocks including Tesla, Nvidia, and Amazon, raising market fears of a downturn despite ongoing enth…