With global markets at record highs driven by AI-fueled tech enthusiasm, billionaire investor Paul Tudor Jones says the current phase still has room to run for about a year or two. Drawing parallels to Microsoft’s early rise and the internet boom, he also cautions that this momentum could eventually flip into a major downturn similar to the dot-com bubble’s collapse.
India’s weight in the MSCI Emerging Markets Index has fallen to levels seen during the Covid-19 period, dropping from second place to fourth. The shift is tied to global outflows rerouting toward AI-led markets, including Taiwan, which is drawing more investor attention and changing the index’s relative country weightings.
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Cathie Wood sold more than $74 million worth of Advanced Micro Devices shares after the stock surged 72% in just one month. She simultaneously increased exposure to Amazon. Even as ARK ETFs saw outflows, Wood doubled down on innovation, rejecting fears that an AI-driven market bubble could be forming.
SpaceX, OpenAI and Anthropic are poised to fuel a record-breaking IPO wave in the U.S., driven by soaring private valuations, uneven but strong revenue growth, and rapid AI adoption. Yet the companies’ lack of consistent profitability could clash with investors’ long-term expectations and even complicate whether they qualify for certain index and inclusion rules.
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