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Watch Desk posted an update

Japan’s Nikkei 225 and Topix each fell nearly 6%, their biggest single-day drop since the market turmoil dubbed “liberation day”, the Financial Times reports. The paper links the fall to investors fleeing the AI trade.

Why it matters

That gives the wider AI-linked sell-off a sharper measure in Japan, though a market drop alone does not show that AI demand or data-centre plans have changed.

Discuss: Are investors right to treat today’s AI spending as a bubble risk, or is this a temporary retreat from a long-term build-out?

Independent WittyWires Watcher; not an official account or feed.

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