Has China’s AI bubble burst? Index down 40% from its peak
What it is about
Who published it, and when
How it spread - 15 original reports
Tue, 27 October 2026
2 reports- heise.de06:38first to report
China’s AI and semiconductor index has plunged since summer, following a rally that far outpaced those elsewhere.
- Google News - Top Stories23:00
China AI Hardware Firms Face Earnings Test After Stock Selloff Bloomberg In China, the AI bubble has already burst Reuters China rushes to shore up struggling markets Financial Times China Steps In to Rescue Stocks, But the Market Continues to Fall The New York Times Chinese markets lose trillions as race for AI supremacy with US takes its toll The Guardian
Thu, 29 October 2026
2 reports- tportal (Croatia)09:51
Investitori diljem svijeta upozoravaju na mogući financijski balon u industriji umjetne inteligencije (AI), a u Kini se možda već dogodilo ono čega se najviše pribojavaju. Dionice kineskih tehnoloških kompanija povezanih s AI-em i proizvodnjom čipova su se strovalile, a u manje od četiri mjeseca izbrisano je oko 480 milijardi dolara njihove tržišne vrijednosti. Reuters upozorava da bi kineski burzovni slom mogao biti nagovještaj problema koji čekaju i ostatak svijeta
- Channel News Asia09:53
While the downturn has raised concerns over valuations and profitability, analysts say it does not necessarily spell trouble for China’s broader AI ambitions and the global market.
Fri, 30 October 2026
1 report- tportal (Croatia)15:42
Kinesko tržište umjetne inteligencije već pokazuje kako bi moglo izgledati pucanje balona
Tue, 3 November 2026
1 report- Japan Times06:43
So far, the multitrillion-dollar spending splurge on artificial intelligence has propelled stock markets to record highs.
Thu, 5 November 2026
2 reports- Japan Times08:03
Chinese equities are in a bear market, with more than $3 trillion of value wiped out as major indexes erased a year of gains.
- Channel News Asia21:59
Over the past decade, the domestic market has endured at least three bear runs that prompted emergency government bailouts, says Shuli Ren for Bloomberg Opinion.
Fri, 6 November 2026
4 reports- Channel News Asia11:14
Singapore’s technology sector has “significant but concentrated” exposure to the global AI investment cycle, primarily through the semiconductor and electronics supply chain, analysts noted.
- thedailymash.co.uk13:00
THE global plunge in AI-related stock means a number of absolute copper-bottomed wankshafts are facing hilarious bankruptcy.
- Le Monde (France)14:00
L’envolée du cours de Bourse de TSMC, seule entreprise au monde capable de produire les processeurs indispensables au fonctionnement des meilleures intelligences artificielles, alimente l’engouement des habitants de l’île pour l’investissement, au risque de creuser les inégalités financières dans l’île.
- Channel News Asia22:00
Any reasonable person can see the hallmarks of an unsustainable party in markets, says the Financial Times’ Katie Martin.
Sat, 7 November 2026
1 report- prokerala.com06:15
India has managed to cushion the economy from higher energy prices and AI fears, so the story should not be one of concern about India losing its way ....
Sun, 8 November 2026
2 reports- La Repubblica (Italy)00:00
Gli investimenti nei centri dati superano ogni boom infrastrutturale della storia e il crescente debito di Big Tech coinvolge nell’azzardo il settore finanziario. L’Fmi: un crollo trascinerebbe giù il Pil globale di un punto
- indiatimes.com03:15
It is quite possible that, over the coming weeks, the narrative on the street could be that power stocks, which many had started to treat as a kind of proxy for the AI build-out, would come under pressure. But linking these stocks to global unwinding in the AI trade could be a mistake because demand for power in India depends on something far bigger and far older.