AI Trade Reversal Pierces Asia’s Star Picks-and-Shovels Stocks
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Morning Brief
Sunday edition · no markets today |
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| Sunday, 18 October 2026 |
| No markets today · Eight pieces from the week · One line worth keeping |
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Global markets
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| As of the close on 15 Oct 2026 |
Overnight |
S&P 500 (SPY) -0.28%; Nasdaq 100 (QQQ) -2.62% |
Macro |
Crude (USO) +6.59%; ETH -2.52% |
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Crypto
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BTC
$81,643
+0.27%
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ETH
$2,409
-0.41%
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Eight pieces from the week
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| 01 |
A deepening selloff in US technology stocks is exposing a new vulnerability in Asia’s artificial intelligence trade: mounting financing costs could choke off the spending needed to sustain…
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| 02 |
Meta removed a controversial provision that appeared to permit scraping publisher websites for AI training after legal concerns.
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Central Bank of India's Q2 net profit rose 21% to Rs 1,469 crore, driven by 30% loan growth and improved asset quality.
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This audio is auto-generated. Please let us know if you have feedback. Starting a business requires a willingness to take risks and an acceptance that it won’t all be smooth sailing, Cathy…
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TikTok permanently suspended the advertising account for a four-hour Elon Musk documentary, citing political content concerns.
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DeepSeek released an update of its AI model this weekend that it says is faster and leaner, ramping up the Chinese company’s challenge to Silicon Valley rivals Anthropic PBC and OpenAI as…
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Credit risk indicators for AI infrastructure companies like Oracle and CoreWeave are rising, signaling funding stress for global AI expansion.
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| 08 |
The Federal Maritime Commission proposes a $200,000 per-voyage fee on Spanish-flagged vessels and restrictions on certain Spanish imports.
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| Every forecast should arrive with the condition that would falsify it. |
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Udit Kakar · Morning Brief · Research, not investment advice |
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