Bloomberg Tech AI, Crypto Anxiety Creates Volatile Week for Markets
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Nov 21, 2025 A turbulent week for the markets is driven by AI and crypto anxieties, shaking investor confidence. OpenAI's collaboration with Foxconn aims to revolutionize AI hardware manufacturing in the U.S. Experts discuss the potential risks of quantum computing threatening crypto encryption. With significant tech debt and a cautious investor sentiment, the debate rages on whether AI represents a bubble or a long-term growth engine. Amidst this chaos, the approval for advanced AI chips to the Middle East marks a pivotal moment in tech exports.
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AI And Macro Forces Drove Market Volatility
- Markets swung wildly as AI excitement and macro fears collided, dragging major indexes down despite strong earnings.
- Investors are split between AI winners and non-AI names, creating deep market bifurcation.
Earnings Didn’t Silence AI Spending Worries
- NVIDIA's stellar results didn't calm investors worried about AI spending and leverage.
- Market participants dissected accounts receivable and inventory to justify the sell-off.
Spot Crypto Took The Brunt, Not ETFs
- Crypto and ETFs showed differentiated selling: spot markets bore most losses while ETFs saw proportionally smaller outflows.
- Digital asset treasuries amplified swings by forcing some companies to sell underlying coins.