Market Turmoil: AI Selloff, Safe Havens, and Central Bank Decisions

This Reuters Morning Bid episode reviews market volatility after a sharp Nasdaq decline and renewed concerns about artificial intelligence spending, with investors moving toward traditional safe havens. It also previews key central bank meetings and earnings, and tracks oil and semiconductor developments affecting sentiment.

■ Technology and AI sentiment
- Nasdaq's worst day since June and a second weekly loss
- Meta's market value drop and questions over AI investment funding
- Semiconductor index weakness and SK Hynix's delayed U.S. listing

■ Safe havens and rates
- Treasury rally and yen demand as tech stocks fall
- Repricing of Fed rate expectations and upcoming Fed/ECB meetings
- French government bonds and Moody's review in focus

■ Energy and geopolitics
- Oil above $114 per barrel on reports of potential Iran strikes

Investors and market watchers can use this episode to understand the main drivers behind the session's risk-off tone and the events likely to shape markets in the coming week. It is suited to those tracking macro markets, central bank policy, and technology-sector earnings.