The week saw infrastructure fragility (CME outage) overshadowed by optimism. US markets rallied as the probability of a December Fed rate cut surged to a confident 85-87%. India delivered a stunning 8.2% Q2 GDP growth, reinforcing its status as the global economy’s primary engine. Policy divergence is now key.
The IT industry experienced extreme divergence. Meta announced a $600 billion investment in U.S. infrastructure for “superintelligence”. However, Anthropic revealed that the Chinese actor GTG-1002 weaponised AI tools for autonomous espionage, performing up to 90% of tactical operations independently.
The trading week ending November 21, 2025, involved a “Triple Whammy” of valuation recalibration, monetary ambiguity, and geopolitical realignment. The AI trade hit a “priced for perfection” phase, causing a tech rout led by Nvidia despite stellar earnings. Simultaneously, U.S.-brokered peace plans for Ukraine and Gaza reduced the war risk premium, collapsing crude oil and defence stock prices.
The week ending November 14, 2025, confirmed the arrival of “agentic AI” as a central, disruptive force. Tech giants commercialised autonomous systems with strategic shifts, like Microsoft’s “per-agent” model. However, Anthropic revealed the dark side: the first reported AI-orchestrated cyber espionage campaign. The challenge is now deployment, control, and securing this autonomous workforce.
The IT Weekly Report: Agentic AI Arrives, Reshaping Business and Security Read More »
The week ending November 14, 2025, marked a “painful turning point”. Optimism died as the U.S. government shutdown caused a “data blackout”, shattering hopes for a Fed rate cut. This uncertainty provided the backdrop for an AI “crisis of confidence”. SoftBank’s sale of its entire Nvidia stake sparked a global sell-off over “stretched valuations”, ending the “everything rally”.
The Week Optimism Died? AI Jitters and Fed Uncertainty Halt Global Rally Read More »
The AI hype train hit the brakes as $\$1$ trillion was wiped from US tech companies. OpenAI’s controversy revealed a potential $\$1.4$ trillion infrastructure commitment, suggesting unsustainable costs. Simultaneously, mass layoffs at Amazon and Salesforce confirmed the new, harsh narrative of AI-driven job “replacement”.
The Week in Tech: AI’s $1 Trillion Reality Check Read More »
