{"id":13879,"date":"2026-02-09T13:00:02","date_gmt":"2026-02-09T13:00:02","guid":{"rendered":"https:\/\/davelevy.info\/wiki\/?p=13879"},"modified":"2026-02-09T13:00:13","modified_gmt":"2026-02-09T13:00:13","slug":"an-ai-hiccup-on-the-capital-markets","status":"publish","type":"post","link":"https:\/\/davelevy.info\/wiki\/an-ai-hiccup-on-the-capital-markets\/","title":{"rendered":"An AI hiccup on the capital markets"},"content":{"rendered":"\n

I have collected a couple of articles about the AI stock sell off in Feb 26. Is this the beginning of the burst.<\/p>\n\n\n\n\n\n\n\n

And?<\/h3>\n\n\n\n
    \n
  1. US tech stocks slide as Oracle data centre setback reignites AI concerns<\/a> from the FT<\/li>\n\n\n\n
  2. Software sell-off over AI fears hits global stock markets, but FTSE 100 finishes at closing high on \u00a38bn insurance takeover \u2013 as it happened<\/a> from the Guardian<\/li>\n\n\n\n
  3. S&P 500 tumbles nearly 1% as investors rotate out of tech, Dow slides more than 160 points: Live updates<\/a> from CNBC on 3rd Feb<\/li>\n\n\n\n
  4. Intensifying Tech Slide Sends Nasdaq to Worst Two-Day Drop Since April<\/a>, Wall Street has been rotating out of AI leaders into real-economy stocks, from the WSJ<\/li>\n<\/ol>\n\n\n\n

    This is a video of the AI sales pitch to Davos 26<\/a>. It’s so empty I couldn’t watch it. (Tell me if I am wrong.)<\/p>\n\n\n\n

    The Register is arguing that money is exiting the SAAS companies<\/a>, not the new AI companies. <\/p>\n\n\n\n

    And let’s remember, Cory Doctorow: What Kind of Bubble is AI? <\/a> by Cory Doctorow at locusmag, where he argues that there are two types of bubble, one that leaves something useful, and one that doesn’t.<\/p>\n","protected":false},"excerpt":{"rendered":"

    I have collected a couple of articles about the AI stock sell off in Feb 26. Is this the beginning of the burst.<\/p>\n","protected":false},"author":1,"featured_media":13880,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":"","_share_on_mastodon":"0"},"categories":[1],"tags":[],"class_list":["post-13879","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"share_on_mastodon":{"url":"https:\/\/mastodon.social\/@davelevy_eu\/116040794378592912","error":""},"jetpack_featured_media_url":"https:\/\/davelevy.info\/wiki\/wp-content\/uploads\/2026\/02\/pricesontheweb-kanchanara-dVAW3YDHtSw-unsplash-w1080.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/davelevy.info\/wiki\/wp-json\/wp\/v2\/posts\/13879","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/davelevy.info\/wiki\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/davelevy.info\/wiki\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/davelevy.info\/wiki\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/davelevy.info\/wiki\/wp-json\/wp\/v2\/comments?post=13879"}],"version-history":[{"count":1,"href":"https:\/\/davelevy.info\/wiki\/wp-json\/wp\/v2\/posts\/13879\/revisions"}],"predecessor-version":[{"id":13881,"href":"https:\/\/davelevy.info\/wiki\/wp-json\/wp\/v2\/posts\/13879\/revisions\/13881"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/davelevy.info\/wiki\/wp-json\/wp\/v2\/media\/13880"}],"wp:attachment":[{"href":"https:\/\/davelevy.info\/wiki\/wp-json\/wp\/v2\/media?parent=13879"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/davelevy.info\/wiki\/wp-json\/wp\/v2\/categories?post=13879"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/davelevy.info\/wiki\/wp-json\/wp\/v2\/tags?post=13879"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}