# \#trading **URL:** https://www.artofsm.art/tag/trading/86.md [Latest](https://www.artofsm.art/latest.md) · [Categories](https://www.artofsm.art/categories.md) · [Tags](https://www.artofsm.art/tags.md) --- ## [Big Tech Rallies as Election Results Reshape AI Spending Outlook | Closing Bell](https://www.artofsm.art/t/big-tech-rallies-as-election-results-reshape-ai-spending-outlook-closing-bell/27496)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [4 November 2026 21:41 UTC](https://www.artofsm.art/t/big-tech-rallies-as-election-results-reshape-ai-spending-outlook-closing-bell/27496 "2026-11-04T21:41:40Z")
Following the U.S. midterm elections, financial markets showed cautious optimism with Big Tech stocks rallying despite potential regulatory uncertainties, as major companies like Qualcomm, Arm Holdings, and… --- ## [Super Micro Rallies on Strong AI Data Center Sales Outlook | Closing Bell](https://www.artofsm.art/t/super-micro-rallies-on-strong-ai-data-center-sales-outlook-closing-bell/27414)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [3 November 2026 21:40 UTC](https://www.artofsm.art/t/super-micro-rallies-on-strong-ai-data-center-sales-outlook-closing-bell/27414 "2026-11-03T21:40:00Z")
On election day, semiconductor stocks surged with the Philadelphia Semiconductor Index rising 2.6%, driven by strong demand in AI and data center markets, while broader markets showed mixed performance amid… --- ## [Intel and Amazon Earnings Misses Trigger Major Tech Stock Selloff Amid AI Investment Concerns](https://www.artofsm.art/t/intel-and-amazon-earnings-misses-trigger-major-tech-stock-selloff-amid-ai-investment-concerns/27306)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 0\ **Last updated:** [2 November 2026 11:19 UTC](https://www.artofsm.art/t/intel-and-amazon-earnings-misses-trigger-major-tech-stock-selloff-amid-ai-investment-concerns/27306 "2026-11-02T11:19:44Z")
A wave of selling swept through global technology markets after both Intel and Amazon reported disappointing earnings and issued cautious forecasts, intensifying investor concerns about the sustainability of massive i… --- ## [US Midterms & AI Strain: The Global Trader’s Guide](https://www.artofsm.art/t/us-midterms-ai-strain-the-global-trader-s-guide/27302)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [2 November 2026 09:44 UTC](https://www.artofsm.art/t/us-midterms-ai-strain-the-global-trader-s-guide/27302 "2026-11-02T09:44:47Z")
Global markets exhibit cautious optimism amid uncertainties from the AI sector, US midterm elections, and geopolitical tensions, with investors favoring defensive sectors and China seeking to stabilize its … --- ## [Intel Sinks 29% On Earnings As AI Spending Fears Worsen Tech Selloff](https://www.artofsm.art/t/intel-sinks-29-on-earnings-as-ai-spending-fears-worsen-tech-selloff/27206)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [31 October 2026 00:25 UTC](https://www.artofsm.art/t/intel-sinks-29-on-earnings-as-ai-spending-fears-worsen-tech-selloff/27206 "2026-10-31T00:25:02Z")
Intel and Amazon’s disappointing earnings and heavy AI-related capital expenditures triggered significant stock declines, intensifying a broader tech sector selloff following Alphabet’s earlier revenue miss… --- ## [Tech Selloff Deepens as AI & Bitcoin Slide](https://www.artofsm.art/t/tech-selloff-deepens-as-ai-bitcoin-slide/27199)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [30 October 2026 22:16 UTC](https://www.artofsm.art/t/tech-selloff-deepens-as-ai-bitcoin-slide/27199 "2026-10-30T22:16:31Z")
The recent market selloff has heavily impacted the technology sector, with major indices entering correction territory amid concerns over AI-driven growth sustainability, rising debt, and a significant Bitc… --- ## [Intel Sinks 29% On Earnings—As AI Spending Fears Worsen Tech Selloff](https://www.artofsm.art/t/intel-sinks-29-on-earnings-as-ai-spending-fears-worsen-tech-selloff/27195)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [30 October 2026 20:30 UTC](https://www.artofsm.art/t/intel-sinks-29-on-earnings-as-ai-spending-fears-worsen-tech-selloff/27195 "2026-10-30T20:30:51Z")
Intel and Amazon’s disappointing earnings reports, coupled with concerns over massive AI infrastructure spending, triggered significant stock declines and intensified a broader tech sector selloff. Despite … --- ## [Intel, Amazon Earnings Spark Tech Selloff as AI Fears Mount](https://www.artofsm.art/t/intel-amazon-earnings-spark-tech-selloff-as-ai-fears-mount/27146)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [30 October 2026 08:34 UTC](https://www.artofsm.art/t/intel-amazon-earnings-spark-tech-selloff-as-ai-fears-mount/27146 "2026-10-30T08:34:26Z")
Tech stocks plunged after disappointing earnings from Intel and Amazon, sparking concerns over AI investment sustainability and impacting global markets, while Binance faced a major crypto hack raising conf… --- ## [AI Boom Shows Cracks After US, China Earnings](https://www.artofsm.art/t/ai-boom-shows-cracks-after-us-china-earnings/27143)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [30 October 2026 06:34 UTC](https://www.artofsm.art/t/ai-boom-shows-cracks-after-us-china-earnings/27143 "2026-10-30T06:34:19Z")
The recent AI boom is showing signs of strain as disappointing earnings from major US and Chinese tech companies, coupled with a significant security breach at Binance, have dampened investor sentiment and … --- ## [Is Kalshi Gambling? Founder Explains the Business Model](https://www.artofsm.art/t/is-kalshi-gambling-founder-explains-the-business-model/27133)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [29 October 2026 22:55 UTC](https://www.artofsm.art/t/is-kalshi-gambling-founder-explains-the-business-model/27133 "2026-10-29T22:55:02Z")
Kalshi operates as a regulated marketplace where users trade event-based contracts, earning revenue through small transaction fees rather than profiting from customer losses like traditional sportsbooks. Th… --- ## [Can AI Predict the US Midterms?](https://www.artofsm.art/t/can-ai-predict-the-us-midterms/27106)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [29 October 2026 15:03 UTC](https://www.artofsm.art/t/can-ai-predict-the-us-midterms/27106 "2026-10-29T15:03:19Z")
The video explores an AI forecasting model predicting the US midterm election outcomes and their impact on the S&P 500, with a 90% chance of Democrats retaining the House and a 60% chance for the Senate, no… --- ## [AI Trade Rebounds, Jio Valuation in Focus](https://www.artofsm.art/t/ai-trade-rebounds-jio-valuation-in-focus/27021)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [28 October 2026 07:20 UTC](https://www.artofsm.art/t/ai-trade-rebounds-jio-valuation-in-focus/27021 "2026-10-28T07:20:33Z")
Asian stock markets rallied on renewed enthusiasm for AI stocks, led by South Korea’s SK Hynix and the IPO filing of AI company Anthropic, while India witnessed its largest-ever IPO with Jio Platforms, whic… --- ## [SK Hynix Profit Beat Adds Fuel to AI Rebound Trade](https://www.artofsm.art/t/sk-hynix-profit-beat-adds-fuel-to-ai-rebound-trade/27020)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [28 October 2026 07:00 UTC](https://www.artofsm.art/t/sk-hynix-profit-beat-adds-fuel-to-ai-rebound-trade/27020 "2026-10-28T07:00:39Z")
SK Hynix’s strong third-quarter results, driven by soaring memory chip prices amid rising AI demand, have boosted optimism in the semiconductor sector and reinforced confidence in the memory market despite … --- ## [Stocks Waver as AI Funding Picks Up Steam; Israel Heads to the Polls](https://www.artofsm.art/t/stocks-waver-as-ai-funding-picks-up-steam-israel-heads-to-the-polls/26956)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [27 October 2026 11:31 UTC](https://www.artofsm.art/t/stocks-waver-as-ai-funding-picks-up-steam-israel-heads-to-the-polls/26956 "2026-10-27T11:31:17Z")
Stocks showed mixed performance as AI funding accelerates, with major tech companies raising significant capital amid cautious optimism, while geopolitical and economic factors influenced markets globally. … --- ## [Trade AI and Oil, Not Policy or Politics: Market Analysis](https://www.artofsm.art/t/trade-ai-and-oil-not-policy-or-politics-market-analysis/26950)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [27 October 2026 08:44 UTC](https://www.artofsm.art/t/trade-ai-and-oil-not-policy-or-politics-market-analysis/26950 "2026-10-27T08:44:03Z")
The recent market rally is cautiously driven by AI sector optimism, particularly around Anthropic’s IPO and robust AI capital expenditure, with this week’s big tech earnings serving as a critical test of su… --- ## [How a Trading Firm Ships New AI Models the Same Day - Noyan Tokgozoglu, Optiver](https://www.artofsm.art/t/how-a-trading-firm-ships-new-ai-models-the-same-day-noyan-tokgozoglu-optiver/26947)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [27 October 2026 07:24 UTC](https://www.artofsm.art/t/how-a-trading-firm-ships-new-ai-models-the-same-day-noyan-tokgozoglu-optiver/26947 "2026-10-27T07:24:19Z")
Noyan Tokgozoglu of Optiver explains how the trading firm rapidly deploys and evaluates AI models within hours to directly impact profit and loss, supported by a modular, self-service AI platform that integ… --- ## [Microsoft Rises on Buyouts as It Retools Workforce for AI | Closing Bell](https://www.artofsm.art/t/microsoft-rises-on-buyouts-as-it-retools-workforce-for-ai-closing-bell/26921)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [26 October 2026 20:44 UTC](https://www.artofsm.art/t/microsoft-rises-on-buyouts-as-it-retools-workforce-for-ai-closing-bell/26921 "2026-10-26T20:44:53Z")
As markets closed higher, driven by gains in the infotech sector and notable stock movements including Microsoft’s 1.5% rise following workforce buyouts aimed at AI retooling, investors showed cautious opti… --- ## [Anthropic Files for IPO, Plans to Trade on Nasdaq](https://www.artofsm.art/t/anthropic-files-for-ipo-plans-to-trade-on-nasdaq/26875)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [26 October 2026 13:52 UTC](https://www.artofsm.art/t/anthropic-files-for-ipo-plans-to-trade-on-nasdaq/26875 "2026-10-26T13:52:18Z")
Anthropic has filed for its IPO to trade on Nasdaq under the ticker “ANT,” backed by Goldman Sachs and Morgan Stanley, with a focus on a consumption-based revenue model and a conservative valuation around $… --- ## [The AI Stock Trade Is About To Implode | Michael Kantrowitz, Michael Kramer & Dave Nicoski](https://www.artofsm.art/t/the-ai-stock-trade-is-about-to-implode-michael-kantrowitz-michael-kramer-dave-nicoski/26787)
**Author:** [@merefield](https://www.artofsm.art/u/merefield)\ **Replies:** 1\ **Last updated:** [24 October 2026 11:59 UTC](https://www.artofsm.art/t/the-ai-stock-trade-is-about-to-implode-michael-kantrowitz-michael-kramer-dave-nicoski/26787 "2026-10-24T11:59:57Z")
The panelists warn that the AI-driven stock trade, especially in semiconductors and related tech sectors, is poised for a significant collapse due to unsustainable valuations, rising bond yields, and a shif… --- ## [AI Rout Hits Asia as Investors Rush to Safety](https://www.artofsm.art/t/ai-rout-hits-asia-as-investors-rush-to-safety/26786)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [24 October 2026 09:28 UTC](https://www.artofsm.art/t/ai-rout-hits-asia-as-investors-rush-to-safety/26786 "2026-10-24T09:28:18Z")
The recent AI-driven selloff in Asian tech stocks has led investors to seek safer assets like bonds and the Japanese yen amid concerns over stretched valuations and economic uncertainties, while India’s IT … --- ## [Investors Figuring Out Agentic AI: Robinhood's Guild](https://www.artofsm.art/t/investors-figuring-out-agentic-ai-robinhoods-guild/26756)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [23 October 2026 22:15 UTC](https://www.artofsm.art/t/investors-figuring-out-agentic-ai-robinhoods-guild/26756 "2026-10-23T22:15:14Z")
Robinhood is witnessing a strategic shift among retail investors who are leveraging AI-driven trading accounts to diversify portfolios, moving funds from consumer stocks to tech and semiconductor sectors wh… --- ## [Why Compute Still Trades in Group Chats — Affaan Mustafa & Alejandro Soumah Fernandez, Jump Trading](https://www.artofsm.art/t/why-compute-still-trades-in-group-chats-affaan-mustafa-alejandro-soumah-fernandez-jump-trading/26737)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [23 October 2026 17:43 UTC](https://www.artofsm.art/t/why-compute-still-trades-in-group-chats-affaan-mustafa-alejandro-soumah-fernandez-jump-trading/26737 "2026-10-23T17:43:12Z")
Affaan Mustafa and Alejandro Soumah Fernandez explain that compute trading, especially for physical resources like GPUs, primarily occurs through opaque, informal group chats and bespoke agreements, creatin… --- ## [Buying GPUs Should Work Like Buying Stocks — Carmen Li, Compute Exchange](https://www.artofsm.art/t/buying-gpus-should-work-like-buying-stocks-carmen-li-compute-exchange/26724)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [23 October 2026 15:24 UTC](https://www.artofsm.art/t/buying-gpus-should-work-like-buying-stocks-carmen-li-compute-exchange/26724 "2026-10-23T15:24:38Z")
Carmen Li, CEO of Compute Exchange, introduces a neutral, transparent GPU procurement marketplace that operates like a stock exchange, connecting verified providers and customers through reserved compute co… --- ## [AI Trade Doubts May Ease With Usage Growth, Gene Munster Says](https://www.artofsm.art/t/ai-trade-doubts-may-ease-with-usage-growth-gene-munster-says/26712)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [23 October 2026 13:46 UTC](https://www.artofsm.art/t/ai-trade-doubts-may-ease-with-usage-growth-gene-munster-says/26712 "2026-10-23T13:46:28Z")
Gene Munster highlights the contrasting investor reactions to AI investments, noting that while skepticism remains, early usage growth—exemplified by Meta’s Muse platform—could shift sentiment toward optimi… --- ## [OpenAI Trims Target Value & Volvo Cars Cuts 2,500 Jobs](https://www.artofsm.art/t/openai-trims-target-value-volvo-cars-cuts-2-500-jobs/26689)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [23 October 2026 07:18 UTC](https://www.artofsm.art/t/openai-trims-target-value-volvo-cars-cuts-2-500-jobs/26689 "2026-10-23T07:18:28Z")
Global markets are facing significant volatility due to concerns over AI spending cuts by OpenAI, disappointing earnings and job cuts at Volvo Cars, and geopolitical tensions impacting energy prices and Eur… --- ## [Meta Slides 7% as AI Spending Fuels Credit Fears | Closing Bell](https://www.artofsm.art/t/meta-slides-7-as-ai-spending-fuels-credit-fears-closing-bell/26661)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [22 October 2026 20:40 UTC](https://www.artofsm.art/t/meta-slides-7-as-ai-spending-fuels-credit-fears-closing-bell/26661 "2026-10-22T20:40:12Z")
The market saw a broad decline led by a nearly 3% drop in the Nasdaq 100, driven by tech sector jitters and concerns over Meta’s increased AI spending raising credit risk fears, while some sectors like cons… --- ## [Barclays to Cut 5K Jobs, AI Trade Stumbles After Tech Earnings](https://www.artofsm.art/t/barclays-to-cut-5k-jobs-ai-trade-stumbles-after-tech-earnings/26614)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [22 October 2026 11:23 UTC](https://www.artofsm.art/t/barclays-to-cut-5k-jobs-ai-trade-stumbles-after-tech-earnings/26614 "2026-10-22T11:23:35Z")
European markets opened lower amid mixed tech earnings and rising oil prices driven by Middle East tensions, with Barclays announcing 5,000 job cuts partly due to AI automation despite a strong equity tradi… --- ## [AI Trade Jitters Return, Oil Gains After Deadly Saudi Attacks](https://www.artofsm.art/t/ai-trade-jitters-return-oil-gains-after-deadly-saudi-attacks/26593)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [22 October 2026 07:20 UTC](https://www.artofsm.art/t/ai-trade-jitters-return-oil-gains-after-deadly-saudi-attacks/26593 "2026-10-22T07:20:53Z")
Global markets are experiencing renewed volatility driven by mixed AI sector earnings, geopolitical tensions in the Middle East affecting oil prices, and cautious economic signals from Europe amid rising in… --- ## [How a 25-Year-Old AI Boy Genius Lost $35 BILLION in 72 Hours](https://www.artofsm.art/t/how-a-25-year-old-ai-boy-genius-lost-35-billion-in-72-hours/26585)
**Author:** [@artesia](https://www.artofsm.art/u/artesia)\ **Replies:** 1\ **Last updated:** [22 October 2026 01:31 UTC](https://www.artofsm.art/t/how-a-25-year-old-ai-boy-genius-lost-35-billion-in-72-hours/26585 "2026-10-22T01:31:42Z")
Leopold Aschenbrenner, a 25-year-old AI hedge fund prodigy, lost $35 billion in 72 hours due to extreme 400% leverage and a market selloff triggered by doubts about AI timelines, leading to forced liquidati… --- ## [The Programmable Data Center — Evan Conrad, SF Compute](https://www.artofsm.art/t/the-programmable-data-center-evan-conrad-sf-compute/26453)
**Author:** [@merefield](https://www.artofsm.art/u/merefield)\ **Replies:** 1\ **Last updated:** [20 October 2026 14:44 UTC](https://www.artofsm.art/t/the-programmable-data-center-evan-conrad-sf-compute/26453 "2026-10-20T14:44:10Z")
Evan Conrad of SF Compute discusses building a programmable data center platform that enables transparent, reliable physical settlement of compute capacity by partnering with data center owners and virtuali… [Next page](https://www.artofsm.art/tag/trading/86.md?match_all_tags=true&page=1&tags%5B%5D=trading)