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CBS NEWS Patrick Stewart, best known for "Star Trek" and "X-Men," dies at 86 Bullish ABC NEWS Starbucks reports lower than expected revenue on softer international demand Neutral NEW YORK TIMES BUSINESS Big Tech’s Data Center Blitz Is Burning Through Cash and Scaring Wall Street Neutral ABC NEWS Amazon's 3Q results miss analysts' estimates, but posts solid sales gains in cloud compu… Strong Bullish CNBC TOP STORIES Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance Pessimistic WIRED What to Know About China’s Top-Secret Spaceplane Neutral TECHCRUNCH Fan fiction site Archive of Our Own could be offline for up to 4 weeks Neutral YOUTUBE - YAHOO FINANCE A 2028 reckoning, data centers as a luxury belief, and the liberal arts comeback | Market… Bullish YOUTUBE - SOFI Life comes at you fast, but your bank account doesn't have to suffer for it. Neutral FREIGHTWAVES How transportation leaders are turning AI and connected data into a competitive edge Optimistic THE GUARDIAN US NEWS DHS cites risk to more than 40,000 personnel in effort to take leaked data offline Pessimistic CNBC BUSINESS Rivian third-quarter earnings beat estimates as software revenue, R2 deliveries rise Strong Bullish THE GUARDIAN US NEWS DoJ reportedly issues subpoenas over same name Alaska candidates Pessimistic CNBC BUSINESS Starbucks sales fall short of expectations, but its U.S. turnaround continues to gain ste… Pessimistic NPR ECONOMY The numbers say the U.S. economy is strong. These Americans aren't feeling it Bullish MARKET WATCH The stock market’s best forecasting tool says returns over the next 10 years will be dism… Strong Bullish BBC US Sir Patrick Stewart: Actor who moved effortlessly between Star Trek and Shakespeare Neutral BUSINESS INSIDER Leaning into convenience helped Nubank break into American fintech, cofounder says Neutral FOREIGN POLICY The EU and Canada Struggle to Define Their Relationship Pessimistic TECHCRUNCH As search traffic dries up, Reddit announces it’s shifting to a logged-in experience Neutral CBS NEWS Patrick Stewart, best known for "Star Trek" and "X-Men," dies at 86 Bullish ABC NEWS Starbucks reports lower than expected revenue on softer international demand Neutral NEW YORK TIMES BUSINESS Big Tech’s Data Center Blitz Is Burning Through Cash and Scaring Wall Street Neutral ABC NEWS Amazon's 3Q results miss analysts' estimates, but posts solid sales gains in cloud compu… Strong Bullish CNBC TOP STORIES Intel stock plunges 16% as chipmaker blames PC slowdown for weak guidance Pessimistic WIRED What to Know About China’s Top-Secret Spaceplane Neutral TECHCRUNCH Fan fiction site Archive of Our Own could be offline for up to 4 weeks Neutral YOUTUBE - YAHOO FINANCE A 2028 reckoning, data centers as a luxury belief, and the liberal arts comeback | Market… Bullish YOUTUBE - SOFI Life comes at you fast, but your bank account doesn't have to suffer for it. Neutral FREIGHTWAVES How transportation leaders are turning AI and connected data into a competitive edge Optimistic THE GUARDIAN US NEWS DHS cites risk to more than 40,000 personnel in effort to take leaked data offline Pessimistic CNBC BUSINESS Rivian third-quarter earnings beat estimates as software revenue, R2 deliveries rise Strong Bullish THE GUARDIAN US NEWS DoJ reportedly issues subpoenas over same name Alaska candidates Pessimistic CNBC BUSINESS Starbucks sales fall short of expectations, but its U.S. turnaround continues to gain ste… Pessimistic NPR ECONOMY The numbers say the U.S. economy is strong. These Americans aren't feeling it Bullish MARKET WATCH The stock market’s best forecasting tool says returns over the next 10 years will be dism… Strong Bullish BBC US Sir Patrick Stewart: Actor who moved effortlessly between Star Trek and Shakespeare Neutral BUSINESS INSIDER Leaning into convenience helped Nubank break into American fintech, cofounder says Neutral FOREIGN POLICY The EU and Canada Struggle to Define Their Relationship Pessimistic TECHCRUNCH As search traffic dries up, Reddit announces it’s shifting to a logged-in experience Neutral
Market Watch · Feb 4, 2026 12:51 PM EST AI

Investors were braced for an AI fallout — just not this one, popular strategist says.

Nomura’s Charlie McElligott says second-order AI disruption worries have arrived early. Investors need to get ready.

Investors were braced for an AI fallout — just not this one, popular strategist says.
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