AI Equity Slump and Hyperscaler Debt Break Bond Market's Oil Correlation
A divergence between rising crude oil and falling Treasury yields shows fixed-income markets treating AI capex retrenchment as a primary disinflationary risk.
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Global Tech Rout Erases $1 Trillion Across AI and Chip Stocks as Funding Pressures Mount
A global sell-off across artificial intelligence and semiconductor equities deepened on Thursday, erasing over $1 trillion in market value this week as investors weighed elevated interest rates and massive capital expenditure requirements.
