Market News

China Wants Tighter Control Over Advanced AI

China has proposed restricting or banning exports of 40 technologies, including 23 AI technologies such as advanced large models and AI agents for sensitive environments, citing national security as its

Is the AI Boom in Trouble? Investors Grow Nervous as AI Infrastructure Debt Mounts

CoreWeave's credit default swap spreads have surged past 1,000 basis points, pricing in a more than 60% chance of default within five years. The distress signals growing investor anxiety over the massive

Anthropic's $2 Trillion AI Dream Is Facing a Reality Check as Investors Reconsider Its Valuation

Some investors are reportedly weighing a valuation of about $1.5 trillion for Anthropic's planned November IPO, down from roughly $2 trillion, after the company reported $16.8 billion in third-quarter re

The AI Boom Is Quietly Holding Up the World Economy

The IMF raised its 2026 global growth forecast to 3.1% from 3.0%, crediting strong AI investment with offsetting the Middle East energy shock, while warning that gains are concentrating in fewer countrie

Why Nvidia Is Losing Ground to Huawei in Chinas AI Chip Race

IDC data reported by Reuters shows Nvidia's share of China's data-centre AI chip market fell to 34% in the first half of 2026, with shipments down 44%, while Huawei shipped 572,000 accelerators for a 28%

Lambda Is Raising 4 Billion Dollars Before Its 2027 IPO

Nvidia-backed AI cloud provider Lambda is raising up to $4 billion at a $14.5 billion valuation in what could be its final private round before a planned 2027 IPO, with its order backlog jumping from $15

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