AI stocks sell-off after the midterms: what to watch
A 5.5% Nasdaq drop, 6% falls in Tokyo and Seoul, and a jobs report that cut against the gloom. What the AI stocks sell-off says about the economy.
MarketsOil, Treasury Yields and the AI Trade Decouple
A year-long 80% link between oil and Treasury yields snapped in October. BlackRock's Jeffrey Rosenberg says AI risk now outweighs geopolitical risk.