On today's episode of Market Brief – After Hours, mounting concerns over AI borrowing collide with an oil surge as investors retreat from technology stocks. CoreWeave slides nearly 12% with total debt above $51 billion, semiconductor shares suffer their worst week since April 2025, and Brent briefly touches $110 a barrel. Hot US inflation adds to the pressure, even as traders increasingly expect the Federal Reserve to hold rates steady.
Europe closes higher despite accelerating inflation, while Japan and South Korea snap prolonged losing streaks. We examine EUR/USD, GBP/USD and USD/CAD, alongside the widening divide between struggling technology companies and rising energy and defence stocks, including APA, Diamondback Energy and Northrop Grumman.
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