The Exchange

AI Stock Sell-Off: Tech Rout, Data Centers and Market Volatility

Financial markets are experiencing a sharp, broad-based sell-off, with the Nasdaq falling over 5% as the AI trade faces intense pressure following recent election results. Major semiconductor firms, including NVIDIA and AMD, are seeing significant declines, reflecting a rapid shift in investor sentiment and concerns ov...

Midterm Market Rally, AI Data Center Risks and Iran War Fallout 11/4/26

Oil Slides, AI Stocks Rally, Midterm Stakes and Market Rotation 11/3/26

AI Sell-Off, Data Centers and Midterm Market Risks 11/2/26

Fed Rate Debate and AI Sell-Off at the Shadow Fed Conference 10/30/26

Alphabet’s AI Search Selloff, Market Risk Signals and Power Demand 10/29/26

Anatomy of Anthropic, Buys Outside of AI, and What’s Next for Warsh? 10/27/26

Anthropic’s Public IPO Filing, Big Tech on Deck, and Down the (AI)sle 10/26/26

The Exchange 10/23/26

Capital Concerns Hammer the AI Trade 10/22/26

SpaceX’s Tesla Tie-Up, Muse Momentum, and AI’s 1% 10/21/26

Cracks in the AI Trade, A Content Clash, and The Key Questions for SpaceX 10/20/26

Bull Case for Coreweave, Putin Suggests Summit, and the Read on Retail 10/19/26

Flying Cars, Deep Value in Korea, and Tech on Deck 10/16/26

Risk off, Rate Reprieve and a new OpenAI Lawsuit 10/15/26

Goldman Sachs CEO, The Debt Dilemma, and Open A-Spy? 10/14/26

the Exchange 10/13/26

The Bull Market Turns Four, Energy Headwinds, and Isaacson on AI Safety 10/12/26

SpaceX’s Starlink Push, The Real Price of Oil, and the NBA’s Big Bet 10/9/26

Oil Spike, The Technical Take, and Oppormunities 10/8/26