Markets had a rough Friday, and AI stocks are feeling the heat. We break down the sell-off, rising credit and energy risks, AI infrastructure worries, and what investors should watch next. Is fear signaling a bottom—or is it time to stay cautious? Tune in for the key takeaways.
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0:05 - Market Selloff and Rising Economic Risks
3:50 - Credit Risks Resurface
5:14 - AI Fund Liquidations and Tech Stock Pressure
8:21 - Tech Selloff and Extreme Fear
12:42 - Nscale Contract Cancellation Raises Infrastructure Risks
18:14 - AWS Defends AI Infrastructure Investment
21:46 - Samsung HBM Plans and AI Security Concerns
24:41 - War Risks and Rising Energy Prices
