Has the AI Reckoning Arrived?

人工智能清算时代是否已经到来?

Big Take

2026-02-05

18 分钟
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单集简介 ...

AI anxiety is coursing through the stock market right now. From Tuesday’s global selloff in software and technology stocks to last week’s $381 billion Microsoft rout, investors are skittish over any sign of an AI bubble. On today’s Big Take podcast, Bloomberg Big Tech editor Sarah Frier joins host Sarah Holder to discuss the coming AI reckoning and why pressure is building on tech companies to prove all their AI investments will pay off big — and soon.   Hosted by Sarah Holder; Produced by David Fox; Reported by Sarah Frier; Edited by Tracey Samuelson. Fact-checking by Rachael Lewis-Krisky and Eleanor Harrison-Dengate; Engineering by Katie McMurran and Alex Sugiura. Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer. See omnystudio.com/listener for privacy information.
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  • There's a closing bill for this Tuesday on Wall Street where a renewed tech sell-off dragged down stocks from near record levels.

  • AI anxiety is coursing through the stock market right now.

  • The Nasdaq 100 fell more than 1% Tuesday,

  • as investors pulled back from tech and tech-adjacent stocks.

  • Last week was topsy-turvy too.

  • After some of the world's largest tech companies released their latest quarterly earnings reports,

  • and investors process the results.

  • Apple earning, really beating it out of the park when it comes to the quarterly earnings.

  • Microsoft having a very hard day, biggest drop since March of 2020,

  • $400 billion in market cap shared.

  • Shares of meta platforms are surging seven and a half percent.

  • These reactions might seem all over the place.