Search results for Citrini Research
AI & Enterprise
AI beneficiaries are shifting in global stock markets
A смена of AI-related market leaders appears to be under way in global equities, with memory, hard-disk and fibre-optic cable companies driving gains in U.S. stocks rather than Nvidia, Microsoft or Amazon. Nvidia posted strong quarterly growth but its share rise lasted a day. Investors are showing interest in suppliers that ease data-centre expansion bottlenecks. Some enterprise software stocks have fallen after results amid worries AI could curb future growth.
AI & Enterprise
AI could reshape 2028 with S&P 500 plunge, stablecoin payment shift
Citrini Research, a global macro and equity analyst, has outlined a macroeconomic scenario for 2028 that has spread quickly on X. The scenario says AI boosts corporate productivity but triggers a structural shock that weakens jobs and consumption. It envisages the S&P 500 approaching 8,000 and the Nasdaq topping 30,000 before unemployment climbs above 10 percent and equities fall 40 to 60 percent. It also foresees payments moving from card networks to blockchain-based stablecoins.
AI & Enterprise
U.S. stocks: AI fear trade drags down delivery, payment and software shares
AI-related fear trading reignited in New York, pushing down delivery, payment and software stocks. Bloomberg reported that IBM fell 13 percent, its biggest drop since 2000. The move was sparked by a Citrini Research report posted to social media that outlined risks from AI disruption and suggested AI agents could bypass fees charged by payment processors such as Mastercard and Visa. Separate posts from Anthropic and Nassim Taleb added to the volatility.