Monday, November 2, 2026 · 1:10 AM ET
AI
With trillions of dollars riding on the artificial-intelligence trade, investors, traders and even tech executives are hunting for high-stakes protection — buying hedges and insurance-like positions against a potential unwind of AI-linked stocks.
AI Infrastructure
Google's energy chief said building AI data centers in space would cost up to 100 times more than putting them on Earth, tempering recent enthusiasm for orbital data centers as the industry scrambles for cheaper power and land.
Markets
Following last week's sharp tech-stock sell-off, investors are bracing for continued market volatility; S&P 500 futures rose slightly Sunday night ahead of the week's trading.
AI Infrastructure
Singapore data-center operator STT GDC is in talks with banks for a S$3.1 billion ($2.4 billion) syndicated loan, as the AI boom keeps fueling demand for debt among companies building data-center infrastructure.
Chips
Shares of Japanese memory-chip maker Kioxia Holdings fell by the most in three months after a cautious outlook stoked concerns that AI-driven demand growth may be leveling off.
AI
Oaktree Capital co-chair Howard Marks said recent AI-related market stumbles have punctured some of the sector's aura of infallibility, in an interview with Bloomberg TV.