Buy the Chip Stocks Dip but Beware These ‘AI Cannibalization’ Trades, J.P. Morgan Says

Hedge funds dumped chip stocks for a fourth week as AI shares sold off

Hedge funds have extended a sell-off of chip and tech hardware stocks into a fourth consecutive week amid broader defensive positioning.

Comcast Adds Heft With Sky’s Deal for British Broadcaster ITV

One month that shook the market: Saylor's struggles over bitcoin strategy yields big losses

Former Xbox studios Double Fine and Compulsion will keep games after going indie

Treasury Has an Internal Report Warning About the Dangers of an AI Bubble

US Treasury’s leaked draft report flags AI bubble risks as a potential economic disruptor

Big tech has suddenly flipped on the AI jobs wipeout scenario

Big Tech’s AI job apocalypse narrative is crumbling—new data shows heavy adopters hiring more, not less