CapitalEyes capital markets news headlines
Do you know? AI selloffWall Street still expects big gains ahead for core AI stocks, with 12‑month targets implying roughly 50-60% rebounds for leaders like Nvidia and Micron. The recent drop is being framed more as a valuation “recalibration” than a crash, driven by stretched multiples, weak realised ROI on many enterprise gen‑AI projects, and…
Do you know? AI selloffAI stocks are being hit because higher‑for‑longer interest rates and a more hawkish Fed push up discount rates on long‑dated AI growth stories, making their future cash flows less valuable today. Tech‑heavy indices like the Nasdaq dropped about 2-2.2% on key selloff days, and major AI names (e.g. Nvidia, Alphabet and…
Do you know? AI selloffAI shifted from being framed as a productivity boost for incumbents to a direct threat to their revenue. In February 2026 a drawdown wiped nearly USD1 trillion from software and services market caps after new LLM-based tools (e.g. Claude-powered legal and enterprise assistants) demonstrated they could replace high‑margin functions in law,…
Do you know? AI selloffAI infrastructure capex has surged to unusually high levels. Hyperscalers likely raised AI spending ~67% to ~USD650 billion, and total AI investment could hit USD7 trillion from 2026-2031. Current earnings are small compared with that spending, while price competition among model providers is squeezing unit economics as financing costs rise. The…
Do you know? AI selloffThe AI trade became extremely crowded. Investors piled into semiconductors and mega‑cap tech expecting flawless execution and years of hyper‑growth. A June-July 2026 correction erased about USD1-1.3 trillion of market value from AI‑linked chipmakers and software firms, showing how quickly crowded positions can unwind once expectations are questioned. Because the drop…
Do you know? National politicsBN should treat Melaka as the next pressure point and try to turn it into a public test of whether PH can still hold its ground. If BN continues to win in Melaka, it can argue that momentum is building and that PH’s best option is to dissolve Parliament while it…
Do you know? National politicsIf PH thinks public sentiment is turning against it, it would usually prefer to delay GE16 rather than rush into a snap election, because extra time can help it improve its image, let current dissatisfaction fade, and wait for BN to suffer its own scandal or setback. But waiting is only…
Do you know? National politicsA BN win in Negeri Sembilan would likely raise GE16 risk because it would show BN can convert Johor momentum into another state-level breakthrough, making a federal contest look more winnable and more urgent for BN. It would also deepen pressure on the unity government by turning the PH-BN partnership into…
Do you know? National politicsThe BN victory in Johor could also push BN to favour an early election for strategic timing. If the party believes Johor shows its support base is still solid, it may want to turn that result into a national mandate before issues such as inflation, coalition friction, or voter fatigue weaken…
Do you know? National politicsA BN victory in Johor could trigger snap general elections because it would shift the perceived balance of power inside the federal coalition. When one side suddenly looks stronger in a major state, the national leadership may conclude that the political window is changing fast and that waiting could be risky….