{"id":27390,"date":"2026-11-01T22:45:41","date_gmt":"2026-11-01T22:45:41","guid":{"rendered":"https:\/\/globalnewstoday.uk\/index.php\/2026\/11\/01\/ai-trade-falters-after-disappointing-tech-earnings-semafor\/"},"modified":"2026-11-01T22:45:41","modified_gmt":"2026-11-01T22:45:41","slug":"ai-trade-falters-after-disappointing-tech-earnings-semafor","status":"publish","type":"post","link":"https:\/\/globalnewstoday.uk\/index.php\/2026\/11\/01\/ai-trade-falters-after-disappointing-tech-earnings-semafor\/","title":{"rendered":"AI trade falters after disappointing tech earnings &#8211; Semafor"},"content":{"rendered":"<p>Intelligence for the New World Economy<br \/>Some investors are dialing back their expectations for US economic growth, as warning signs flashed red over the sustainability of the country\u2019s breakneck AI buildout.<br \/>The tech-heavy Nasdaq slid into correction territory on Friday as investors unwound their AI bets.<br \/>Intel stock plunged 29%, the chipmaker\u2019s <a href=\"https:\/\/www.cnbc.com\/2026\/10\/30\/amazon-intel-earnings-big-tech-ai-spending-concerns.html\" class=\"_linkEmbed_1pt7l_31\" rel=\"noopener\" target=\"_blank\">biggest single-day selloff<\/a> since the 1970s; concerns mounted over hyperscaler spending after disappointing Amazon and Google earnings; and S&amp;P Global revised Meta\u2019s outlook to \u201cnegative,\u201d <a href=\"https:\/\/www.reuters.com\/business\/sp-global-revises-outlook-meta-negative-cashflow-concerns-2026-10-30\/\" class=\"_linkEmbed_1pt7l_31\" rel=\"noopener\" target=\"_blank\">citing its high capex<\/a>.<br \/>Earnings misses are generating \u201c<a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-10-30\/nasdaq-100-ndx-ndq-qqq-hits-third-correction-of-2026-on-unwinding-tech-bets\" class=\"_linkEmbed_1pt7l_31\" rel=\"noopener\" target=\"_blank\">sober questions<\/a>\u201d about the AI investments powering the economy, a strategist told Bloomberg.<br \/>\u201cYou can\u2019t find the growth slowdown in any of the economic data,\u201d a portfolio manager told the Financial Times. \u201cBut\u2026 a reassessment of AI means <a href=\"https:\/\/www.ft.com\/content\/56b0d5fa-829c-47b1-b07b-b4be18f60151?syn-25a6b1a6=1\" class=\"_linkEmbed_1pt7l_31\" rel=\"noopener\" target=\"_blank\">a reassessment of growth expectations<\/a>.\u201d<br \/>Intelligence for the New World Economy<br \/><span><span>Sign up for Semafor Technology<\/span><\/span><img loading=\"lazy\" fetchpriority=\"high\" src=\"https:\/\/img.semafor.com\/e42232e7570bc3ccf476d8131c6dd6dbbd528727-866x852.png?h=49&amp;w=50\" srcset=\"https:\/\/img.semafor.com\/e42232e7570bc3ccf476d8131c6dd6dbbd528727-866x852.png?h=49&amp;w=50&amp;auto=format&amp;q=75 1x, https:\/\/img.semafor.com\/e42232e7570bc3ccf476d8131c6dd6dbbd528727-866x852.png?h=98&amp;w=100&amp;auto=format&amp;q=75 2x\" alt=\"\" width=\"50\" height=\"49\" decoding=\"async\" loading=\"lazy\" fetchpriority=\"high\" style=\"max-width:100%;color:transparent;width:25px;height:auto;margin:5px 10px\"\/><\/p>\n<p><a href=\"https:\/\/news.google.com\/rss\/articles\/CBMimAFBVV95cUxPSnF2ZHhmZlpxQUZxNUV5YU1HNk91UmVtRUI5Y0M0Nmp3ZUpJSVlyeHpPTFo3WEpBZFdTOGlpbGllcHVCNkRmMVNTdE9wdDNVX0VXdWN1WW5SVXBRUFhzNkdQQmhIakN1czlVdWNXLXo1SE5iNVlxdVVDV2hwLWFad21nR1pEUk5CNDFPb2M1cHl1c092eFFiTg?oc=5\">source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Intelligence for the New World EconomySome investors are dialing back their expectations for US economic growth, as warning signs flashed red over the sustainability of the country\u2019s breakneck AI buildout.The tech-heavy Nasdaq slid into correction territory on Friday as investors unwound their AI bets.Intel stock plunged 29%, the chipmaker\u2019s biggest single-day selloff since the 1970s; [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":27391,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-27390","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business"],"_links":{"self":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts\/27390","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/comments?post=27390"}],"version-history":[{"count":0,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/posts\/27390\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/media\/27391"}],"wp:attachment":[{"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/media?parent=27390"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/categories?post=27390"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/globalnewstoday.uk\/index.php\/wp-json\/wp\/v2\/tags?post=27390"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}