Global markets fell sharply on Tuesday as fears grew that the artificial intelligence boom could be nearing its end.

Bitcoin plunged 6.7% to briefly trade below $100,000 for the first time since June, marking its entry into a bear market.

The sell-off rippled across global equities, with the S&P 500 down 1.18% and the Nasdaq falling 1.84%.

Indexes in France, Germany and Japan also dropped by more than 1% amid concerns the AI-led rally is running out of steam.

Goldman Sachs boss David Solomon warned of a potential 10–20% correction within two years, while Morgan Stanley’s Ted Pick said investors should “welcome” a market drop.

Investor Michael Burry, famed for predicting the 2008 crash, has reportedly placed a $1.1bn bet against AI giants Nvidia and Palantir.

Both companies saw share prices tumble, with Palantir down over 8% and Nvidia losing 3.4%.

Analysts say the pullback reflects growing fears that AI valuations are overstretched and that high interest rates will keep pressuring tech stocks.

Companies reporting today

  • Barratt Redrow - Trading Statement
  • Cameco - Q3 Results
  • Coca-Cola Europacific Partners - Q3 Trading Statement
  • J D Wetherspoon - Q1 Trading statement
  • Lancashire Holdings - Q3 Trading Statement
  • Marks and Spencer - Half Year Results
  • Novo Nordisk - Q3 Results
  • TP ICAP - Q3 Trading Statement
  • Trainline - Half Year Results

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