10th Man Report: AI Bubble And AI Recession Risks May Be Overstated

Seeking Alpha

February 09, 2026

AI bubble risks appear overstated; even a sector contraction is unlikely to threaten the global economy. Major AI players are highly profitable, cash-rich, and insulated from systemic contagion risks seen in past bubbles.

10th Man Report: AI Bubble And AI Recession Risks May Be Overstated

Stock Market Today: Dow Futures Edge Up, Japanese Election Buoys Nikkei 225

WSJ

February 09, 2026

Bitcoin steadies after last week's wild ride

Stock Market Today: Dow Futures Edge Up, Japanese Election Buoys Nikkei 225

Stocks' Sharp Rebound Is Only Making Investors More Nervous

WSJ

February 08, 2026

Steep declines gave way to a bounceback this past week, but underlying worries remain.

Stocks' Sharp Rebound Is Only Making Investors More Nervous

CNBC Daily Open: Watch Japan's yen and government bond yields as Takaichi storms to an election victory

CNBC

February 08, 2026

Big Tech has lost more than $1 trillion in valuation collectively over the past week. U.S. and India release framework of trade deal, and Trump removed a 25% tariff on India for buying Russian oil.

CNBC Daily Open: Watch Japan's yen and government bond yields as Takaichi storms to an election victory

Yen Mostly Strengthens; Japanese LDP's Win Mostly Priced In by Markets

WSJ

February 08, 2026

The yen strengthened against most other G-10 and Asian currencies in early trade on likely position adjustments.

Yen Mostly Strengthens; Japanese LDP's Win Mostly Priced In by Markets