The AI Rout: Sorting CAPEX Fact From Fiction

Funding Fears Threaten AI Bull Market Early in the year, investors rushed into tech stocks as AI innovations, investment, and rapid growth expectations drew attention away from the rest of the market. AI-related leaders like Bloom Energy (BE), SanDisk (SNDK) and Advanced Micro Devices (AMD) each soared more than 100%. However, over the past few…

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People are vibe coding their way to better TVs

Vibe coding has reached TVs. Social media is awash with posts from people using LLMs and open-source tools to remove ads and tracking, trim bloat so the OS runs faster, and even completely change the look and organization of their homescreens. While a lot of it is fun — one user turned their TV homescreen…

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HK FinTech Week set to draw more than 45,000 participants

HK FinTech Week set to draw more than 45,000 participants

Director-General of Investment Promotion of Invest HK Alpha Lau Hai-suen speaks at a press conference for the Hong Kong FinTech Week x StartmeupHK 2026, in Hong Kong, on Oct 23, 2026. (PHOTO/HKSAR GOVT) This year’s Hong Kong FinTech Week adopts “Finance+”, “AI+” and global expansion as its three core engines for sustainable business growth, bringing…

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Meta Muse AI users are treating the chatbot as a romantic girlfriend

AI chatbots linked to higher loneliness in middle-schoolers, study warns Dana Perino highlights an AI chatbots study showing one in five middle-schoolers uses technology for companionship. Heritage Foundation policy analyst Annie Chestnut Tutor warns that chatbot design features are hooking vulnerable children. Tutor explains that these artificial relationships cannot replace real human connection, ultimately leading…

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10-year Treasury yield falls below 5% on AI worries

A trader works on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York City, on April 7, 2025.  Timothy A. Clary | Afp | Getty Images Investors ran for cover this week as artificial intelligence fears hit stocks, driving the 10-year Treasury below 5%. The benchmark yield stayed…

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Jensen Huang, robot ducks and neocloud distress

This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Jensen Huang has been busy. Nvidia’s GTC in Berlin was the grand finale of a week-and-a-half whistle stop European tour. Huang met with world leaders — including U.K. Prime Minister Andy Burnham, French President Emmanuel Macron and German…

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