Bank of America's latest survey shows fund managers have reached their highest level of tech stock exposure since 2020, while sentiment toward consumer discretionary stocks remains at a 2008 low.
Bitcoin fell to $80,154 as the South Korean KOSPI index hit its lowest close since April amid a broader tech sell-off and rising US inflation concerns.
Global venture funding for AI startups hit $102 billion in Q3 2026, sparking concerns among analysts about potential market overvaluation and unrealistic investor expectations.
Chinese tech hardware stocks face a sharp selloff as investors question high valuations and the sustainability of global AI spending.
The Nasdaq 100 dropped over 300 points following reports that OpenAI's annualized revenue estimate is $20 billion lower than previously expected.
Anthropic has chosen Nasdaq for its upcoming IPO, which could become one of the largest technology listings in recent years.
The Bank of England warns that rapid growth in AI equity valuations could trigger a significant market correction, impacting global tech stocks and government bonds.
Jim Cramer warns that public perception and negative narratives, rather than corporate spending, pose the primary threat to the artificial intelligence market.
GQG Partners has pivoted to an overweight position in tech stocks after facing $15,1 billion in outflows and a decline in assets under management.
Analyst Dan Ives has launched a new merchant banking platform, Yorkville Ives & Co., following his departure from Wedbush Securities in July 2026.
The Nasdaq Composite hit a new intraday record on September 22, while the Dow Jones Industrial Average declined by approximately 270 points amid a shift in investor focus toward tech and AI.
Tech sector valuations have dropped to pre-ChatGPT levels, with the S&P Global tech P/E ratio falling from 32x to 21x despite rising earnings estimates.
AI developer Anthropic is targeting a November 2026 IPO, joining a growing wave of U.S. tech companies seeking public listings this year.
Tech markets faced volatility as AI leaders called for a development slowdown, while Microsoft unveiled new safety rules and Apple launched its updated AI-powered Siri.
OpenAI CEO Sam Altman has ruled out an IPO for 2026, citing concerns over AI safety and the need for further business preparation.
OpenAI has delayed its IPO to 2027, with CEO Sam Altman setting a $1 trillion valuation as the primary requirement for the company's public debut.
