The AI reset

Reuters Morning Bid · Oct 23, 2026 · 6m

AI stocks tumble as investors question how much spending, borrowing and optimism the sector can still sustain. Investors rush back into government bonds as expectations for a December Fed rate hike fade. And oil climbs above $114 a barrel as reports suggest the US and Israel could be preparing new strikes on Iran.

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Today’s recommended read: Will the US Treasury scrap 20-year bond sales? by Jamie McGeever

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