Market trends
Source reports covering Market trends. Stories will appear when analysis and community reactions are ready.
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Source reports
Blackstone’s Jas Khaira says fears over AI-buildout debt are overblown
news
1 min read
Blackstone’s head of AI, Jas Khaira, said concerns about debt tied to the AI infrastructure buildout are overblown. Khaira said the private-equity firm is not panicked by market jitters surrounding AI-related investment. The comments address worries about financing for the expanding infrastructure needed to support AI systems, including debt used in the buildout. Blackstone is a private-equity firm with an AI leadership role held by Khaira.
The AI bubble is popping; we just don't know it yet
opinion
1 min read
The AI industry is experiencing signs of a potential bubble burst, with various companies facing earnings challenges. Discussions are ongoing regarding the implications of these developments on the future of AI investments.
AI: The ROI Runway Could Be Long Outside the Tech Sector
opinion
2 min read
Profit margins have not shown signs of rising outside the tech sector, indicating a long ROI runway for AI investments. The current market prices of AI companies are based on the expectation that margins in the S&P 493 will eventually increase.
US AI stock sell-off shakes markets from Wall Street to Asia
news
2 min read
Global markets experienced a tech sell-off, with the Nasdaq index closing 2.2% lower and the S&P 500 down 1.43%. Despite this, all three major US indices have reached record highs this year due to increased funding for AI technology and infrastructure.
Apple is going to raise device prices, but when?
news
2 min read
Apple plans to raise device prices due to increased costs of RAM and SSDs. Price hikes are expected to occur soon, potentially coinciding with the back-to-school sale.
A fire sale has U.S. office buildings going for 90% off
news
1 min read
The U.S. office market is experiencing significant price reductions, with some buildings marked down by over 90%. In Chicago, a developer purchased a 485,000-square-foot office building for $4 million, down from its previous sale price of $68.1 million a decade ago.
The only moat left is money?
opinion
3 min read
AI can produce multiple products or services rapidly, significantly increasing the volume of new offerings in the market. As a result, the value of human creativity and attention is diminishing, leading to a shift in how products are perceived and valued.
Thanks a lot, AI: Hard drives are sold out for the year, says WD
news
2 min read
Western Digital has sold out its hard drive storage capacity for 2026, with over 10 months remaining in the year. CEO Irving Tan announced that the company is effectively sold out for the calendar year.
AI is going to kill app subscriptions
opinion
1 min read
Apple's App Store saw 557,000 new app submissions in 2025, a 24% increase from 2024. The reduction in app development costs, from around $50,000 to a weekend project using AI tools like Claude, is driving this surge in submissions.
Bitcoin tumbles below $70K, heavy losses in cryptocurrencies in last three weeks
news
1 min read
Bitcoin fell below $61,000, marking a decline that has erased all gains since Donald Trump's election. The cryptocurrency dropped as much as 4.8% to $60,033, reaching its lowest value since October 2024 amid increased market turbulence and unwinding of leveraged bets.