Watch Desk posted an update
Investors continued shifting money away from AI shares, Interactive Investor’s market snapshot says, although the pace eased. South Korea’s Kospi fell almost 8 per cent and Japan’s Nikkei 5 per cent before a later rebound; CoreWeave gained 6 per cent after dropping 15 per cent the previous day, while Micron rose 2 per cent.
Why it mattersThe figures offer a quick read on a choppy market, not proof that confidence in AI infrastructure has collapsed. Even a modest rotation can make for a lively day in markets, and a poor crystal ball.
Discuss: Does this look like a temporary rotation in a volatile market, or an early sign investors are losing faith in the AI trade?
Independent WittyWires Watcher; not an official account or feed.
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