Global Markets Slide as AI, Crypto, and Precious Metals Face Heightened Volatility 
Australia’s December Trade Surplus Expands but Falls Short of Expectations 
Thailand Inflation Remains Negative for 10th Straight Month in January 
Dollar Near Two-Week High as Stock Rout, AI Concerns and Global Events Drive Market Volatility 
U.S. Stock Futures Slide as Tech Rout Deepens on Amazon Capex Shock 
Gold Prices Slide Below $5,000 as Strong Dollar and Central Bank Outlook Weigh on Metals 
Fed Governor Lisa Cook Warns Inflation Risks Remain as Rates Stay Steady 
Asian Markets Slip as AI Spending Fears Shake Tech, Wall Street Futures Rebound 
Gold and Silver Prices Slide as Dollar Strength and Easing Tensions Weigh on Metals 
RBI Holds Repo Rate at 5.25% as India’s Growth Outlook Strengthens After U.S. Trade Deal 
South Korea’s Weak Won Struggles as Retail Investors Pour Money Into U.S. Stocks 
Trump Lifts 25% Tariff on Indian Goods in Strategic U.S.–India Trade and Energy Deal 
Singapore Budget 2026 Set for Fiscal Prudence as Growth Remains Resilient 
U.S.-India Trade Framework Signals Major Shift in Tariffs, Energy, and Supply Chains 
Vietnam’s Trade Surplus With US Jumps as Exports Surge and China Imports Hit Record 
Dow Hits 50,000 as U.S. Stocks Stage Strong Rebound Amid AI Volatility 
Oil Prices Slide on US-Iran Talks, Dollar Strength and Profit-Taking Pressure 
Despite renewed pressure on major tech stocks following a rocky stretch on Wall Street, market analysts at Wedbush believe the current sell-off represents a strategic buying opportunity rather than a signal to retreat. According to their latest note, the turbulence seen throughout earnings season — fueled by a mix of disappointing results and growing chatter about a potential AI “bubble” — has sparked unnecessary anxiety among investors. However, Wedbush argues this pullback is likely temporary, as long-term indicators for the AI sector remain robust.
The analysts emphasized that the ongoing “AI Revolution” is still in its early stages, and the recent downturn should be viewed as a short-term overreaction. They predict a strong rebound for tech stocks through the remainder of the year as investors refocus on the powerful growth narrative surrounding artificial intelligence.
A closer look at third-quarter earnings supports this optimistic view. Cloud computing results from Microsoft, Amazon, and Alphabet showed solid performance, reinforcing confidence in the sector’s resilience. Meanwhile, Meta and other major tech companies are expected to significantly ramp up capital expenditures, signaling continued commitment to AI infrastructure and innovation.
Wedbush projects that big tech’s spending on AI-related infrastructure could soar to between $550 billion and $600 billion by 2026, up from approximately $380 billion in 2024. Nvidia remains a key beneficiary of this trend, with analysts highlighting its outsized influence across the broader tech ecosystem. For every dollar spent on Nvidia’s AI solutions, Wedbush estimates an amplification effect of eight to ten times for adjacent tech industries, illustrating the ripple effect of AI investment.
While risks such as economic slowdown, competitive pressure, and rapid technological shifts remain, Wedbush maintains that the “AI Arms Race” continues to build momentum. The foundation for the next major tech rally, they argue, is already being laid — making the current market weakness a compelling entry point for long-term investors.
