Topic
LightNews LightNews
Business

Investors punish tech, buy chips

4m

Investors punished big-spending tech giants in global markets and shifted bets toward memory chips and data-center infrastructure as companies announced massive AI spending plans.

The Wall Street Journal
Picks and Shovels Still Rule the AI Tech Trade

Investors have punished big-spending tech giants and software companies while betting on memory chips.

Picks and Shovels Still Rule the AI Tech Trade
Reposts 0 1h
Handelsblatt
Comment: Anyone who sees a major AI crash here hasn't understood the technology

Amazon is penalized after the $200 billion announcement; Google and Microsoft also lose. But new AI agents show that the market is underestimating the upheaval.

Comment: Anyone who sees a major AI crash here hasn't understood the technology
Reposts 0 2h

by Wojciech Sadurski

3%

by Diane Watt

1%
dianewatt.bsky.social
AI generated! (Only kidding)
nick-pettigrew.bsky.social Nick Pettigrew @nick-pettigrew.bsky.social · 13h
I'm convinced AI is our generation's radium - a discovery with genuinely useful applications in specific, controlled circumstances that we stupidly put in everything from kid's toys to toothpaste until we realised the harm far too late where future generations will ask if we were out of our minds.
dancow.bsky.social Dan Nguyen @dancow.bsky.social · 14h
VC, founder, dumbass
February 9, 2026 at 8:46 AM

by Alison Phipps

0%
alisonphipps.bsky.social
Worth a read - though tbf many of these arguments are about criticality, a concept that has been central to generative learning since 2000

wonkhe.com/blogs/now-th...
Now the struggle is no longer real, are students becoming stupid?
Jim Dickinson explores the growing evidence that AI isn't just changing what students produce – it's changing what their brains are ready to do, and asks whether HE can redesign itself around a questi...
wonkhe.com
February 9, 2026 at 8:08 AM
La Repubblica
Google overtakes Microsoft, Anthropic challenges OpenAI, the Musk question: who is rising and who is falling in AI

The week that raised doubts about Big Tech's mega investments also confirmed new power dynamics among the giants. Meta and Amazon are lagging. Apple's comeback

Google overtakes Microsoft, Anthropic challenges OpenAI, the Musk question: who is rising and who is falling in AI
Reposts 1 3h
La Repubblica
Jewell (BlackRock): “It's not a bubble, but the market will distinguish between winners and losers”

“We prefer the physical side of AI, infrastructure and robots. The demand for data centers will drive the energy sector.”

Jewell (BlackRock): “It's not a bubble, but the market will distinguish between winners and losers”
Reposts 1 4h
Financial Times
A chilly January in the job market

Plus, activism and AI in software

Reposts 0 5h

Reposted by Tim Bale, Christopher Smith

0%
jimdickinson.bsky.social
NEW on Wonkhe: Jim Dickinson explores the growing evidence that AI isn't just changing what students produce – it's changing what their brains are ready to do, and asks whether HE can redesign itself around a question it has been avoiding for decades buff.ly/uHtisNU
February 9, 2026 at 6:00 AM

by Kristina McElheran

18%
kmcelheran.bsky.social
This is a great analogy.
nick-pettigrew.bsky.social Nick Pettigrew @nick-pettigrew.bsky.social · 13h
I'm convinced AI is our generation's radium - a discovery with genuinely useful applications in specific, controlled circumstances that we stupidly put in everything from kid's toys to toothpaste until we realised the harm far too late where future generations will ask if we were out of our minds.
dancow.bsky.social Dan Nguyen @dancow.bsky.social · 14h
VC, founder, dumbass
February 9, 2026 at 5:48 AM

by Richard Baldwin

74%

Reposted by Suresh Venkatasubramanian

31%
lowd.cc
"Machine Learning Researchers and AI Scientists."

Accurate!
Tiny subset of a map of Bluesky, showing each account as a star in a vast galaxy. The galaxy is loosely clustered into subgroups. The account "lowd.cc" is in an area labeled "Machine Learning Researchers and AI Scientists."
February 9, 2026 at 4:54 AM
Neue Zürcher Zeitung
Podcast 'NZZ Akzent' - These three forces drive the AI hype

The boom around artificial intelligence shows no signs of slowing. It is being driven by investors, researchers and women founders, all hoping for big profits.

Podcast 'NZZ Akzent' - These three forces drive the AI hype
Reposts 0 7h

by Rafael Doménech

31%

by Gernot Wagner

18%
gwagner.com
Here's the rest I have so far:

FT front page on how AI researchers are hit by flood of ‘slop’¹

Nature on AI expanding scientists’ impact but contracting science’s focus²

"Lobotomised by AI"³

¹ www.ft.com/content/54e2...
² www.nature.com/articles/s41...
³ www.theaustralian.com.au/weekend-aust...
AI impact slides, plus Anthropic hiring
February 9, 2026 at 3:37 AM

by Hilary J. Allen

20%
profhilaryallen.bsky.social
I noticed this too - I wondered if they're being bombarded by AI scrapers, but I don't know enough to know whether that's a plausible explanation
February 9, 2026 at 3:22 AM

by Brendan Nyhan Reposted by David R. Miller

19%
brendannyhan.bsky.social
the chaos that agents are about to unleash as they are increasingly used by people with diminishing technical competence is going to be incredible. will be car crashes everywhere. this guy is a VC!
dancow.bsky.social Dan Nguyen @dancow.bsky.social · 14h
VC, founder, dumbass
@Nick_Davidov Asked Claude Cowork organize my wife's desktop, it stated doing it, asked for a permission to delete temp office files, I granted it, and then it goes "ooops" Turns out it tried renaming and accidentally deleted a folder with all of the photos my wife made on her camera for the last 15 years. All photos of kids, their illustrations, friends' weddings, travel, everything. It's not in trash, it was done via terminal It's not in iCloud, it already synced the new file structure. She didn't have Time Machine. Disc recovery tools can't see anything. I called Apple and they pointed me to a feature in iCloud allowing to retrieve files that were saved before but are no longer on iCloud Drive (they keep them for 30 days). I'm now watching it load tens of thousands of files. I nearly had a heart attack. Nick Davidov • @Nick_Davidov VC, founder, DVC.ai - backing repeat founders with a community of 200 engineers. e/acc/OSS. Perplexity, Higgsfield, Animation, Etched. Husband to @msdavidova
February 9, 2026 at 3:14 AM

Reposted by Kevin J. Anchukaitis

0%
meadekrosby.bsky.social
AI ads should come with warnings similar to those for pharmaceuticals, e.g., may cause loss of critical thinking, problem solving, and creativity; may contribute to high energy costs, rising temperatures, and depletion of water resources; you may experience threats to democracy with use of AI…
February 9, 2026 at 3:06 AM

by Robert Black

1%
hurricanexyz.bsky.social
These Super Bowl AI ads are an immensely bearish sign for the industry, right? Like, a few years ago it was all NFTs...

I guess we're on year two (at least?) of all the Super Bowl ads being for AI, so maybe that's something?
February 9, 2026 at 2:56 AM

Reposted by Ignacio Quintero

2%
acollierastro.bsky.social
so is it a common experience that the same dudes who were super into crypto like 7 years ago are the same dudes that are super into ai hype now?

is it just the same group of guys getting scammed over and over while they lecture us normies about how we are missing out because we are stupid?
February 9, 2026 at 2:43 AM
Lightnews Lightnews Lightnews