When AI cheats fall into gravity


NVIDIA CEO JENSEN HUENG speaks Live during Washaza GTC (GPU Technology Conference) on October 28, 2025 in Washington, DC, DC.

Jim Watson | AFP | Getty Images

The euphoria surrounding artificial intelligence has hit the edge of reality, and cracks are appearing.

Like Thech Giants last night Expectations from Amd AI chip demand and Paltanir reported Another quarter. Nasdaq crashes, wall street playlist opener stuck to one track: Ai Mania.

Paltanir is the poster child for this obsession – despite the quarter, it’s down almost 8%, while Oracle is down almost 4%. NVIDIA and Amazon Ai Darlings even Ai Darlings

The message? It’s the Moon or nothing – and the tunnel vision is flashing warning signs.

Some leaders are a warning market correctionothers are inevitable inconsistencies Revenues and mass losses AI needs to be powered up. One CEO even told CNBC Stocks are correctingeven if the S & P 500 is not represented.

Maybe the time will come for investors to get on the train and look to the broader market, even the broader market — even as the mightiest of empires begin to believe in their legend.

What you need to know today

Softbank’s market cap is about $32 billion. Actions More than 14% Asia’s AI-related companies outperformed a broad audience on Wednesday as investors bailed on the market’s most traded securities.

Consolidation of the field of social security. “How is it that there are more private equity funds in North America than there are McDonald’s franchises,” said KKR & Co’s co-CEO Joe Bae on Tuesday. PC managers For the concentration wave because investors demand high returns and strong management. For reference, there are approximately 14,000 McDonald’s and 19,000 private equity funds in the US.

Democrats run US elections. Democrats make A clean sweep In three of the biggest US elections on Tuesday night, including New Jersey and Virginia. in New York, a self-described democratic socialist Zohran Mamdani Opponents Andrew Cuomo and the Republican candidate Curtis sliwa.

Asian market tank. of Japan Nikkei 225 crossed the 50,000 mark on Wednesday Asian markets decline as investors fled AI-related funds. of South Korea Bullet There are also expenses with placement costs of Samsung Electronics and SK Hynix, from 6.16%.

(PRO) stocks in corrections? Ritz Wealth Management CEO Josh Brown Tuesday the stock market will undergo a correctioneven if the indexes are not specified yet.

And finally…

NVIDIA deepens India footprint with $2 billion deep tech alliance for AI startups

Nvidia has entered India’s deep tech startup development and $2 billion investment alliance as it has the world’s third-largest startup ecosystem.

The US chipmaker has joined India Deep Technology Alliance (IDTA) – a group of private equity and venture capital investors – for a Rs 2 billion deep technology investment.

Deep tech startups are an umbrella for emerging companies in semiconductors, aerospace, AI, biotech, robotics, and energy.

– Prayanka Salve



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