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Bloomberg Daybreak Asia: AI Slump Deepens (Podcast)
Source: Bloomberg, 0:00
438 articles · newest reporting from independent and international publishers
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Source: Bloomberg, 0:00
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A bigger test for the benchmark could come around 24,800.
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John Woods says the sharp pullback in AI-exposed stocks is a positioning-driven correction rather than a sign of deteriorating market fundamentals. (Source: Bloomberg)
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China could face “severe economic headwinds” if the Democratic Party’s sweeping midterm victory slows the US’s artificial intelligence buildout, Bloomberg Economics says — just as tech stocks across Asia slump on tech worries.
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Source: Bloomberg, 0:00
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Copper slumped to its lowest since July as a political shakeup in Washington threatened to blunt two key bullish drivers: the rapid buildout of AI infrastructure, and the risk of US import tariffs on the metal.
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The Taiwan dollar weakened past the key psychological level of 33 per US dollar for the first time since April 2025, as a broad retreat in artificial intelligence shares weighed on the island’s tech-heavy equity market.
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David Allen, Head of Long/Short Strategies at Plato Investment Management, discusses the region's market selloff as the AI slump deepens and where he sees opportunities in the technology sector. He speaks with Haidi Stroud-Watts on the…
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Source: Bloomberg, 0:00
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President Donald Trump blamed Democrats for the losses in Americans’ 401(k) portfolios as the selloff in technology and artificial intelligence-related stocks deepened after his Republican Party suffered widespread losses in Tuesday’s…
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Asian markets face pressure following an overnight drop in US technology shares, as an unwind in semiconductor holdings triggers systematic risk reductions across sectors. Bloomberg's Anthony Stephens has the latest. (Source: Bloomberg)
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Atlassian Corp.’s shares slid about 20% after the Australian software company’s quarterly revenue outlook failed to excite investors concerned about tech valuations globally.
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Japan’s Nikkei 225 Stock Average is on track to enter a technical bear market as investors unwind artificial intelligence-related trades.
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Source: Bloomberg, 0:00
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South Korean chip stocks plummeted in pre-market trading, auguring a painful day for the region as fears deepened over how the Democrat sweep of Congress could slow AI infrastructure expansion.
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The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF A post-election slide in chipmakers snowballed as investors bailed from technology shares on speculation that…
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Source: Bloomberg, 0:00
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Japanese equity futures are pointing to declines following a tech stock rout in the US as investors exited the sector over concerns about the artificial intelligence trade after a Democratic sweep of both chambers of Congress in the US…
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Allen Says AI data-center projects already underway are unlikely to be disrupted by growing political scrutiny and will bring tens of gigawatts of new compute capacity online over the next 18 months. Allen says 2027 and 2028 will see…
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Source: Bloomberg, 0:00
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Tiger Global Management and Whale Rock Capital Management were among stock-picking hedge funds that were pummeled last month as concerns over AI investments roiled markets.
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Amid a sharp market selloff and a steep drop in semiconductor stocks, Sarah Bianchi discusses concerns that the US midterm election results could lead to tighter constraints on AI infrastructure. She expects delays and says some…
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Liz Ann Sonders, chief investment strategist at Charles Schwab, says investors are reassessing the financial burden on hyperscalers, including their use of credit and equity financing, and whether returns on investment justify the cost of…
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