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Markets in a Minute - What Market Volatility is Telling Us About AI

| November 12, 2026

Last week’s market volatility exposed growing questions about the scale and speed of the artificial intelligence buildout. Long-term demand for computing power remains strong, but rising costs, policy constraints and greater investor scrutiny may change the next phase of AI investment. In this week’s Markets in a Minute, Kara examines what triggered the selloff, why the AI buildout may be entering a more selective phase and what held steady amid the volatility.

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