The Intelligence Layer Beyond Your Own Book

It’s the last trading day of February. The ‘AI scare trade’ has prompted investors to shift into alternative markets seen as more insulated. Stocks in Asia and Europe outperformed US benchmarks this month — the MSCI Asia Pacific Index has gained 7%...

Nvidia’s quarterly earnings yesterday were met with disappointment due to the lack of detail on the outlook and what is driving AI growth, despite a blowout revenue forecast of $78 billion for the first quarter.

The MSCI Asia Pacific Index rose 1.4% as concerns over AI investments continued to ease, with South Korean and Taiwanese stocks hitting all-time highs. Asian chipmakers, seen as bellwethers for AI investment, led gains.