Welcome to the ‘AI burnout trade’ — as investors grow tired of debating tech’s promises
AI is likely to pay off eventually, but investors are getting sick of all the hand-wringing over near-term returns, analysts say.
Finance
marketwatch.com
16.10.2026
Europe promotes sovereign, trusted AI as it struggles to catch US and China
At an international AI summit in Dublin, European leaders promoted trusted and independent AI. Critics question whether the EU can close the gap with the US and China while maintaining strict regulati
Finance
dw.com
16.10.2026
G7 economies plan simulated AI attacks on banks as cyber fears rise
Finance ministers agree to hold tabletop drills to prepare against future cyber attacks
Finance
ft.com
16.10.2026
Investors dump data centre bonds as AI borrowers face ‘Darwin moment’
Debt issued by AI infrastructure providers and neocloud companies has sunk towards stressed territory
Finance
ft.com
15.10.2026
Micron, Nvidia and other chip stocks face renewed pressure as AI fears swell
Reported details about Anthropic’s financial progress are adding to concerns about the health of the AI ecosystem.
Finance
marketwatch.com
15.10.2026
Global tech sell-off deepens as Asian markets tumble
AI-related stocks in South Korea and Japan suffer after Wall Street falls on hot US inflation
Finance
ft.com
15.10.2026
Anthropic revenue surges to $16.8bn ahead of stock market listing
It comes as the AI giant is expected to make a blockbuster stock market debut by the end of the year.
Finance
bbc.co.uk
15.10.2026
Freshfields partners explore carve-out of AI unit worth ‘billions’, leaked emails reveal
Exchange discussed putting legal tech unit into separate entity before valuations fall
Finance
ft.com
14.10.2026
How Iran’s $2 trillion threat puts your AI stocks at risk
The Fed admits it can’t cool Big Tech’s spending spree. Tehran says it can, and it just named the targets.
Finance
marketwatch.com
14.10.2026
Here’s how much the AI boom is contributing to inflation, according to Goldman Sachs calculations
Goldman Sachs economists have calculated how much the AI boom has contributed to inflation.
Finance
marketwatch.com
14.10.2026
AI demand to exceed supply for 2 more years, says ASML
Europe’s most valuable company said its clients that include TSMC and Intel were experiencing ‘very, very strong demand’
Finance
ft.com
14.10.2026
Is it OK for jobseekers or employers to use AI?
Graduates are increasingly using AI to misrepresent themselves in job applications, research suggests. But some say their peer group has no choice.
Finance
bbc.co.uk
14.10.2026
AI in your oven? Anthropic warns models ‘months away’ from self-replication on smart devices
Researchers say ‘AI worms’ could soon infiltrate internet-connected devices amid calls for increased guardrailsAnthropic is warning that some of its artificial intelligence models could soon become “s
Finance
theguardian.com
13.10.2026
Apple unveils new smart home devices that showcase upgraded Siri AI
New products from Apple include the HomeView, an iPad-like device that acts as a hub for other smart home gadgetsApple on Tuesday began showing off a new round of smart home products, including an iP
Finance
theguardian.com
13.10.2026
‘Superintelligence’ may never arrive, Deutsche Bank says. What that could mean for the U.S. economy.
Deutsche Bank’s Jim Reid said he sees productivity gains from artificial-intelligence adoption as having the potential to create new jobs.
Finance
marketwatch.com
13.10.2026
Why one hedge-fund billionaire believes stocks are heading for a ‘really challenging’ 2027
U.S. stocks could face a serious test in 2027 as a tsunami of new equity issuance threatens to upend the artificial-intelligence-driven bull market, according to hedge-fund billionaire Paul Tudor Jone
Finance
marketwatch.com
13.10.2026
Who’s really hiring you — HR or cyber security?
Fraudulent use of AI in the jobs process is forcing the warm and fuzzy realms of the former to work with the suspicious minds of the latter
Finance
ft.com
13.10.2026
Chip stocks slide as fears mount over scale of AI investment
Finance
ft.com
13.10.2026
IMF upgrades outlook for UK as AI drives growth spurt
The fund believes Britain is emerging as one of the winners of the tech boom
Finance
ft.com
13.10.2026
When AI is subject to less regulation than your fridge, something is startlingly wrong | Richard Hermer
Let’s be clear: the risk to humanity is unprecedented. Without an urgent public debate and robust use of international law, we will lose control of the futureIn my two years as attorney general, I spe
Finance
theguardian.com
12.10.2026