Headlines
Financial TimesBig Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fearsBloomberg MarketsGoldman, JPMorgan Bankers See Bonus Pools Rise at Least 10%Bloomberg MarketsPrivate Credit Stocks Keep Falling as Software Wipeout SpreadsFinancial TimesKalshi chief Tarek Mansour: ‘We’re pricing the future’Bloomberg MarketsStocks, Bitcoin Rebound; Amazon Vows to Spend $200 Billion on AI | Bloomberg Brief 2/6/2026Bloomberg MarketsMega Mergers Prove Elusive for the World’s Biggest Mining CompaniesBloomberg MarketsTech Selloff Deepens, Stellantis Faces Billions in Charges | The Opening Trade 2/6/2026Bloomberg MarketsWall Street’s Selloff Turned Into a Stampede This WeekBloomberg MarketsRheinmetall Buffeted by Analysts’ Accounting Change ConfusionBloomberg MarketsHyperlocal Stars Like Bad Bunny Are Going GlobalBloomberg MarketsBofA’s Hartnett Says Midcaps Are Best Play Ahead of US MidtermsBloomberg MarketsTelenet Delays Bond Sale as Market Frets Over StructureFinancial TimesRussian military intelligence official shot in MoscowBloomberg MarketsTata Steel Profit Grows on Margin Boost, Strong India DemandBloomberg MarketsWhy the MYR is Strengthening Against the SGDFinancial TimesBig Tech’s ‘breathtaking’ $660bn spending spree reignites AI bubble fearsBloomberg MarketsGoldman, JPMorgan Bankers See Bonus Pools Rise at Least 10%Bloomberg MarketsPrivate Credit Stocks Keep Falling as Software Wipeout SpreadsFinancial TimesKalshi chief Tarek Mansour: ‘We’re pricing the future’Bloomberg MarketsStocks, Bitcoin Rebound; Amazon Vows to Spend $200 Billion on AI | Bloomberg Brief 2/6/2026Bloomberg MarketsMega Mergers Prove Elusive for the World’s Biggest Mining CompaniesBloomberg MarketsTech Selloff Deepens, Stellantis Faces Billions in Charges | The Opening Trade 2/6/2026Bloomberg MarketsWall Street’s Selloff Turned Into a Stampede This WeekBloomberg MarketsRheinmetall Buffeted by Analysts’ Accounting Change ConfusionBloomberg MarketsHyperlocal Stars Like Bad Bunny Are Going GlobalBloomberg MarketsBofA’s Hartnett Says Midcaps Are Best Play Ahead of US MidtermsBloomberg MarketsTelenet Delays Bond Sale as Market Frets Over StructureFinancial TimesRussian military intelligence official shot in MoscowBloomberg MarketsTata Steel Profit Grows on Margin Boost, Strong India DemandBloomberg MarketsWhy the MYR is Strengthening Against the SGD
Home/Bloomberg Markets
Back
MARKETS:
SPY+0.26%
DIA+0.23%
QQQ-0.14%
IWM+0.29%
GLD-0.40%
USO+1.64%
Bloomberg Marketsglobal

Traders Chase ‘AI Resistant’ Stocks as Disruption Fear Hits Tech

Bloomberg Markets
Friday, February 6, 2026 at 11:00 AM
~4 min read
TradeEquities

Original Report

A new group of stock winners has emerged as technology shares slide: Companies with businesses that artificial intelligence can’t replicate.

Glass House Analysis

This story reflects the interconnected nature of modern economic systems, where developments in one sector inevitably affect others. Understanding these connections is essential for grasping how policy decisions and market movements translate into real-world outcomes for families, workers, and communities. The economy is not an abstract system of numbers—it's the sum total of decisions about who works, who prospers, and who struggles.

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%