Market Signals

Big Tech’s $750 Billion AI Bet Collides With Slowing Core Growth - Bloomberg.com

Apple Earnings Preview: Q4 2026 - Seeking Alpha

Applied Digital Slides as AI Infrastructure Trade Weakens on Capex and Financing Concerns - Moomoo

The AI Shift: How is AI changing the way FT data reporters work? - Financial Times

AI Darling Taiwan Extends Economic Growth Run Unseen Since 1987 - Bloomberg.com

AI buildout hits snag as Google and Microsoft put off raising capex forecasts - CNBC

Taiwan Stocks Heads for Correction as Global AI Selloff Deepens - Bloomberg.com

Trump's tariffs fail to cut US trade deficit, IW report shows - Reuters

AI Bubble Burst: Confirmed By Alphabet, Caterpillar, ServiceNow, And Amazon - Seeking Alpha

Where Binance's $6.3 billion breach ranks in crypto's biggest hacks and heists - Reuters

In the year AI re-wrote the infosec rulebook, it’s comforting to know crypto exchanges still have bad security

Microsoft trims AI capex outlook, Alphabet holds steady; neocloud stocks fall after updates - Briefs Finance

Philippines antitrust commission fines PEMHI, MGen over late merger reports - MLex

Foxconn working on a new tie-up with OpenAI, says there is no AI bubble

Oil set for fourth monthly gain as Hormuz tanker attack highlights supply risks from war - Reuters

Expats Who Can't Speak Chinese Struggle to Land Hong Kong Jobs - Bloomberg.com

India bets on Korean shipbuilding ties for top-five push by 2047

Kim Jong-un spotlights drones, defense AI in North Korean weapons display

Microsoft’s Severance Offer to 60,000 Employees Is All About AI Capex Confidence - 24/7 Wall St.

Smart glasses pose new threat to Korea's college entrance exam

Ukraine pauses strikes on Russian refineries after pressure from Trump, WSJ reports - Reuters

Crypto exchange Binance freezes assets after $6.3 billion security breach - Reuters

Special counsel appeals Seoul mayor's acquittal in political funds case

S. Korea's indigenous KF-21 fighter jet conducts 1st formation flight with US aircraft

Bank of Japan holds rates steady even as inflation ticks up

Reddit puts logged in experience first as Google AI hits traffic - Reuters

FTC to probe airlines, gig worker firms over personalized pricing and pay - The Record from Recorded Future News

Tokyo inflation exceeds BOJ’s 2% target before rate decision

Korea's battery rebound yet to reach suppliers: KBIA chief

Nvidia in talks to give credit support for Nscale's deal with Anthropic, The Information reports

Seoul shares down 1.24% as Samsung disappoints on shareholder returns

‘Horrific’ Russian drone strike kills 14 at Ukraine train station

Microsoft is handing severance to 60,000 employees, and the read is AI capex confidence rather than cost stress. Watch whether hyperscaler opex keeps

The Financial Times reports Stanley Druckenmiller is backing a push to bring risky crypto-style bets to Wall Street. A heavyweight macro investor putt

Nasdaq down 1.4% as Alphabet's historic drop rattles the tape and drags US stocks with it. When one mega cap can do that much index damage, it is a co

Amazon Spending Soars on Effort to Meet Demand for AI Services - Bloomberg.com

Christine Lagarde to step down as ECB president in February - Financial Times

Vance outreach to Iran related to medical supplies, says Trump - Reuters

Lagarde Quits ECB to Shed Neutrality and Enter Political Fray - Bloomberg.com

Italian military helicopter on EU mission in Bosnia crashes - Reuters

Rivian earnings preview: R2 ramp, cash burn in focus after record deliveries - Yahoo Finance

Google Erases a Record $500 Billion as AI Eats Into Sales - Bloomberg.com

The Race to Replace Lagarde Begins After Announcing She’ll Leave ECB Early - Bloomberg.com

Wall Street slides as Alphabet revenue miss revives AI capex jitters - marketscreener.com

OpenAI says human intent at center of updated AI model guidelines

Alphabet's cash flow struggles raise concerns over AI CapEx demands - Fox News

ECB flags December hike but sees yield rise hitting growth - Reuters

Evaluating DeepSeek V4.1 Flash-1017 for loss of control and harmful manipulation risks

Copper’s AI-fuelled boom gets a reality check - Financial Times

Google Debt-Risk Gauge Rises as Earnings Revive AI Debt Jitters - Bloomberg.com