So which is it: a market quietly broadening out, or one bleeding from the inside?

Workers displaced from AI-exposed jobs take a month longer to find work, are 10% more likely to still be unemployed a year later, and nearly three in four end up in jobs just as exposed to AI as the one they lost.

The Big Short investor says Anthropic's prospectus leaves out crucial financial information...

Since earnings season began, 70% of S&P 500 stocks are up but they make up just half the index's market cap...

...the bank wants you long stocks and long duration, and as far away from corporate bonds as the mandate allows.

OpenAI raised a record $122 billion in March; it was pitching $30 billion in early October; it will now be lucky to close $20 billion:

...as 'Big Chris' would say: "it's been emotional..."

Six months ago, Broadcom's default insurance traded in the low 40s. On Thursday it closed at a record 175bps, and Barclays now says buy more

Only 162 of 205 full members showed up to this week's Central Committee conclave, the lowest turnout since the Cultural Revolution, and the PLA's seven-man high command is now down to Xi and the general who ran the purges.

If the AI rout drags the S&P down 5%, options dealers, systematic funds and vol-control strategies have a combined $266 billion to sell.

In other words, the safe haven may itself be an AI trade...

Veteran federal agent alleges supervisors ignored years of warnings about a controversial investigative tactic that permitted deadly drugs to circulate...

"The S&P 500 ex-AI cohort is on track for a 6% monthly gain, its best since the AI trade began gathering momentum in 2022..." 

...the AI debt problem is now everybody's debt problem...

NAND prices went from rising 70% a quarter to "mid-20%" in three months, and Kioxia now expects its profit to grow by roughly... zero.

"The user miss was driven by weaker search-referral traffic, which deteriorated further in Oct. If current trends persist..."

"AI, which is why people are bulled up on INTC, is killing PCs, a business that still contributes a big chunk..." 

"The market is increasingly questioning who ultimately earns the returns and how the investment cycle gets financed..."