Topic

Investors Exit AI; Citi Warns

19h

U.S. investors rotated away from AI-linked shares into energy, small-cap and materials stocks, while a Citi strategist warned the AI investment bubble may not be over.

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HARVARD BUSINESS REVIEW: “.. In our in-progress research, we discovered that AI tools didn’t reduce work, they consistently intensified it.”

hbr.org/2026/02/ai-d...
February 10, 2026 at 1:17 PM
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That little market freakout is a real mechanism: if AI makes it cheap to do what a vendor used to sell you, the vendor’s future profits fall—even as the rest of us get more productive.
February 10, 2026 at 12:52 PM
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From The Wall Street Journal on the US to the ROW stock rotation:
"After years making outsize bets on the largest U.S. companies, investors are moving more money into international markets....

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February 10, 2026 at 1:01 PM
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Reposted by Anton Korinek

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... Some traders are simply hunting for better deals than the richly priced shares offered at home. Others are hoping to diversify out of major domestic indexes dominated by just a handful of names in the tech industry."

#markets #stocks #investing #investors

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February 10, 2026 at 1:02 PM
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A few AI skeptics remain

www.thefarside.com/2026/02/10/2
February 10, 2026 at 12:57 PM

Reposted by Daniel Katz

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Reposted by Nicolas Véron

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📊 AI adoption in the financial sector: the experience so far [ONLINE ONLY]
🗓️ 19 February 2026 14:00-15:00 (CEST)

Join @veron.bsky.social & Marie Brière (Amundi Investment Institute & Institut Louis Bachelier) for a discussion on AI adoption in the financial sector.

🔗 Online only: buff.ly/UKxU0A5
February 10, 2026 at 12:00 PM
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For all of you worrying that AI will outsmart us, here is some comfort (probably short lived though).
February 11, 2026 at 7:52 AM
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There's point at which AI does everything and we can just all go and lie in a field as society grinds to a halt
February 10, 2026 at 2:42 PM
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Heat pumps are quietly one of the most sci fi pieces of tech on the market

Part of an efficiency revolution that should get so much more attention, but the entire tech sector is mesmerized by AI
February 10, 2026 at 12:52 PM
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In universities, some colleagues use AI for emails etc. (time saved), but we all spend much more time rethinking assignments, checking for use of AI, having in-person invigilators etc. (tons of time lost)
HARVARD BUSINESS REVIEW: “.. In our in-progress research, we discovered that AI tools didn’t reduce work, they consistently intensified it.”

hbr.org/2026/02/ai-d...
February 10, 2026 at 2:29 PM

Reposted by Julie Novkov

2%
Orders came down from the White House budget office in April urging every corner of the government to deploy AI.

Officials across the government answered the call, according to a Post analysis. https://wapo.st/3O4Auvf
February 10, 2026 at 12:00 PM