AI bubble worries spread to Asia

亚洲蔓延对AI泡沫的担忧

FT News Briefing

2025-11-05

10 分钟
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US voters issued a rebuke of President Donald Trump, US stocks dropped on Tuesday as jitters over highly elevated valuations for many artificial intelligence companies intensified, and some investors are worried there’s an AI bubble in Asian stocks as well. Plus, UniCredit’s ambition to become a European banking powerhouse has hit a series of roadblocks.  Mentioned in this podcast: US election results live Listen to the Swamp Notes podcast US stocks slide as investors fret over high valuations for AI companies Asian markets’ reliance on AI boom raises ‘bubble’ fears What next for Andrea Orcel’s UniCredit? Today’s FT News Briefing was produced by Marc Filippino, Sonja Hutson, Lulu Smyth and Victoria Craig. Our show was mixed by Kent Militzer. Additional help from Michael Lello. The FT’s acting co-head of audio is Topher Forhecz. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • Good morning from the Financial Times.

  • Today is Wednesday, November 5th, and this is your FT News Briefing.

  • U.S.

  • state and local elections were good to the Democrats,

  • and Asian stock markets could be entering bubble territory.

  • Plus, Unicredit keeps stumbling on its journey to become a European banking powerhouse.

  • I'm Sonia Hudson, and here's the news you need to start your day.

  • Democrats got some wind in their sales last night.

  • The party won the races for governor in Virginia and New Jersey.

  • Both states leaned Democratic in recent presidential elections,

  • but have chosen governors from both parties in recent years.

  • Yesterday was the first election of President Donald Trump's second term,

  • and it could be a national bellwether.