The Marked Chart Wire · Markets
Markets
Anthropic launches Claude Duet agent to compete with Meta and OpenAI
Anthropic released a research preview of.
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AI Stocks
Nasdaq 100 logs steepest fortnight loss since April 2025
The tech-heavy index dropped 0.8 percent this week, falling 7.3 percent from its monthly high. Bond buying pushed the 10-year yield under 5 percent, while Meta shares slid over 9 percent on infrastructure cost worries.
AI Spending
Munster says AI revolution is early as tech stocks sell off on spending fears
Tech shares fell on concerns about artificial intelligence spending. Gene Munster maintains the AI revolution is in its early stages and expects Meta to reshape commerce.
Markets
Stocks slide as oil climbs and ai spending fears hit tech
The S&P 500 fell 1.5 percent and the Nasdaq 100 lost 3.1 percent amid rising oil prices. Meta shares dropped 7.6 percent on worries about artificial intelligence costs.
Credit Risk
Meta and Tesla credit risk gauges rise on spending outlook
Credit risk measures for Meta and Tesla reached new highs. The moves followed reports of higher spending plans at Meta and lower spending plans at Tesla.
AI Spending
Nasdaq posts worst day in four months on AI spending doubts
Tech stocks declined as investors questioned the return on artificial intelligence infrastructure spending, marking the index's weakest session in four months.
Markets
AI funding concerns trigger rotation into defensive stocks
Investors are shifting capital away from artificial intelligence equities toward defensive holdings amid concerns about funding sustainability.
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