Headlines
Bloomberg MarketsIndonesia Finance Chief Pushes Back at Moody’s Outlook CutBloomberg MarketsIndia Keeps Rate on Hold After US Trade Deal Boosts OutlookBloomberg MarketsChina’s Easy Money Floods Metals Markets as Real Economy FaltersBloomberg MarketsGIC-Backed Thai Startup Weighs IPO in Hong Kong or New YorkBloomberg MarketsChina's Distinct Healthcare Surges in HK DebutBloomberg MarketsInvestors Are 'Trying to Line Up Fundamentals,' Nipun Capital's CIO SaysBloomberg MarketsAsian stocks fall as tech, bitcoin rout extends | The Asia Trade 2/6/2026Bloomberg MarketsCopper Extends Retreat as Focus Turns Back to Soft FundamentalsFinancial TimesBig Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fearsBloomberg MarketsIndian Founders Slash Holdings to All-Time Low as Funds Stay BullishBloomberg MarketsNio Jumps After Chinese EV Maker Signals First Quarterly ProfitBloomberg MarketsMuyuan Foods CFO Discusses Expansion Plans, Pork PricesBloomberg MarketsIndonesia Assets Slide as Moody’s Outlook Cut Hurts SentimentBloomberg MarketsUS Yield Curve Nears Steepest in Four Years Amid Market RuctionsBloomberg MarketsIron Ore Drops Below $100 as Market Fundamentals ‘Remain Weak’Bloomberg MarketsIndonesia Finance Chief Pushes Back at Moody’s Outlook CutBloomberg MarketsIndia Keeps Rate on Hold After US Trade Deal Boosts OutlookBloomberg MarketsChina’s Easy Money Floods Metals Markets as Real Economy FaltersBloomberg MarketsGIC-Backed Thai Startup Weighs IPO in Hong Kong or New YorkBloomberg MarketsChina's Distinct Healthcare Surges in HK DebutBloomberg MarketsInvestors Are 'Trying to Line Up Fundamentals,' Nipun Capital's CIO SaysBloomberg MarketsAsian stocks fall as tech, bitcoin rout extends | The Asia Trade 2/6/2026Bloomberg MarketsCopper Extends Retreat as Focus Turns Back to Soft FundamentalsFinancial TimesBig Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fearsBloomberg MarketsIndian Founders Slash Holdings to All-Time Low as Funds Stay BullishBloomberg MarketsNio Jumps After Chinese EV Maker Signals First Quarterly ProfitBloomberg MarketsMuyuan Foods CFO Discusses Expansion Plans, Pork PricesBloomberg MarketsIndonesia Assets Slide as Moody’s Outlook Cut Hurts SentimentBloomberg MarketsUS Yield Curve Nears Steepest in Four Years Amid Market RuctionsBloomberg MarketsIron Ore Drops Below $100 as Market Fundamentals ‘Remain Weak’
Glass HouseECONOMY
Home/Financial Times
Back
MARKETS:
SPY+0.26%
DIA+0.23%
QQQ-0.14%
IWM+0.29%
GLD-0.40%
USO+1.64%
Financial Timesglobal

Big Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fears

Financial Times
Friday, February 6, 2026 at 2:56 AM
~4 min read
Equities

Original Report

Stocks tumble despite strong earnings reports from most Silicon Valley heavyweights

Glass House Analysis

Corporate decisions reverberate through local communities—a merger might mean headquarters relocating, a restructuring could eliminate jobs, and strategic shifts affect suppliers and service providers in countless towns. Behind quarterly earnings numbers are real employment decisions, investment choices, and community impacts that shape the economic landscape of regions across the country.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

Enjoyed this analysis?

Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.

No spam. Unsubscribe anytime.

More Stories

Economic Context

S&P 500
+0.26%
Dow Jones
+0.23%
NASDAQ 100
-0.14%
Russell 2000
+0.29%