THE AI SELL-OFF ISN’T OVER: WATCH FOR THE CANARY IN THE COAL MINE

Podcast: The SharePickers Podcast with Justin Waite · Justin Waite

Opublikowano: 2026-10-24

THE AI SELL-OFF ISN’T OVER: WATCH FOR THE CANARY IN THE COAL MINE Podcast Description In this episode of Macro, Micro and Small Cap News with Sharepickers.com, we examine why the AI sell-off may just be getting started. While capital pours into chips and data centers, a massive bottleneck in electrical grid connections is colliding with ballooning capex, negative free cash flows, and soaring high-yield debt among neo-clouds. Across the macro landscape, we break down falling UK job vacancies driven by micro-firm cutbacks, the Chancellor’s stance on Capital Gains...