https://sagire.online/topic/markets/ Rolling analysis and coverage of geopolitics, energy, security and supply chains. en Fri, 06 Nov 2026 07:35:00 -0300 https://sagire.online/ai-euphoria-snaps-asia-markets-plunge/https://sagire.online/ai-euphoria-snaps-asia-markets-plunge/Fri, 06 Nov 2026 05:08:00 -0300The Democratic sweep was priced as a peace dividend and landed as a regulatory threat: Wall Street suffered its worst session since the tariff shock, and the selloff crossed the Pacific before Europe woke up. The artificial intelligence (AI) capital-expenditure cycle has entered its distrust phase.Artificial intelligenceUnited StatesJapanSouth KoreaTaiwanMarkets