Investors are pulling money out of AI-focused stocks and rotating into markets in Asia. A Hong Kong index of Chinese companies gained 5.2% last week, while India's benchmark surged 8.6%, its strongest weekly performance since 2021. Foreign investors bought $1.9 billion in Indian equities during the shift. Healthcare, consumer goods, and domestic industries are drawing fresh interest as traders look for value outside the AI trade.
The shift is not limited to India. Korea is also attracting attention for consumer, cosmetics, and entertainment stocks that carry less tariff exposure. Core Scientific CEO Adam Sullivan said capital constraints are limiting new data center development, even as demand remains strong. IREN needs $6 billion to fund future spending, while Hut 8 secured $3.25 billion and $4.25 billion in project bonds. Texas Governor-elect Gina Hinojosa plans to pause new data center approvals until protections are in place.
OpenAI added a finance agent feature inside ChatGPT aimed at wealth teams and financial services. The tool supports portfolio changes, client reporting, and data pulls from outside systems using plugins and MCP connectors. OpenAI built the plugins with input from investment banking and equity research experts, reducing the need for separate custom apps. Separately, ATFX partnered with Acuity Trading to launch AT DeepSight, an AI-powered trading intelligence tool available through its client portal.
In the travel sector, Amadeus CFO Carol Borg said AI platforms will likely rely on aggregators rather than building their own booking systems. During a Q3 2026 earnings call, she noted Meta's Muse chose Duffel over Amadeus, a signal that traditional global distribution systems still hold value. Meanwhile, Osaic partnered with Nitrogen to give over 10,000 financial advisors access to six AI-powered tools running on Nitrogen's Nucleus AI engine, including Risk Center, Research Center, and Tax Center.
Key Takeaways
- India's benchmark surged 8.6%, its best weekly gain since 2021, as investors rotated away from AI stocks
- Foreign investors bought $1.9 billion in Indian equities during the market shift
- AWS revenue grew 39% with a backlog reaching $578 billion despite data center funding challenges
- OpenAI launched a finance agent feature inside ChatGPT for wealth teams and financial services
- ATFX partnered with Acuity Trading to add AT DeepSight, an AI trading intelligence tool, to its client portal
- Amadeus CFO said AI platforms will likely use aggregators instead of building their own booking systems
- Osaic partnered with Nitrogen to give 10,000 advisors access to six AI-powered tools
- Core Scientific CEO said capital limits new data center development amid political and regulatory headwinds
- Texas Governor-elect Gina Hinojosa plans to pause new data center approvals until protections are in place
- 55% of software vendors believe enhanced monetization would bring a 6% to 10% uplift in revenue per IDC research
AI stock selloff pushes investors toward China and India
Investors are moving away from AI stocks and toward Chinese and Indian markets. A Hong Kong index of Chinese companies rose 5.2% last week. India's benchmark surged 8.6%, its best weekly gain since 2021. Foreign investors bought $1.9 billion in Indian equities. Companies in healthcare, consumer goods, and domestic industries are now attracting attention.
Asia's forgotten markets rebound as AI trade cools
Global investors are shifting funds from AI stocks to undervalued markets in Asia. India and China are leading the rotation with strong gains. India's Nifty 50 rose 8.6% in one week. Foreign funds poured $1.9 billion into Indian shares. Investors are also eyeing Korea for consumer, cosmetics, and entertainment stocks with less tariff risk.
America's AI data center boom may face big challenges
AI data center stocks fell sharply after Democrats won Congress. Companies like IREN and Cipher saw major value losses. AWS revenue grew 39% and its backlog reached $578 billion. However, raising capital has become difficult. Texas politics and new regulations could slow future data center approvals.
AI data center growth stalls as funding tightens
AI data center builders face money and political problems despite strong demand. Core Scientific CEO Adam Sullivan said capital limits new development. IREN needs $6 billion for future spending. Hut 8 secured $3.25 billion and $4.25 billion in project bonds. Texas Governor-elect Gina Hinojosa plans to pause new data center approvals until protections are in place.
OpenAI adds finance tools to ChatGPT
OpenAI introduced a finance agent feature inside ChatGPT for financial services. The tool helps wealth teams with portfolio changes and client reporting. It uses skills, plugins, and MCP connectors to pull data from outside systems. OpenAI built plugins with investment banking and equity research experts. The feature aims to reduce the need for separate custom apps.
ATFX and Acuity Trading launch AI tool AT DeepSight
ATFX partnered with Acuity Trading to add AT DeepSight, an AI-powered trading intelligence tool, into its client portal. The tool gives eligible clients market context, structured research, technical analysis, news sentiment, and risk management insights. Access is available through the ATFX-branded dashboard, with terms varying by region. Acuity provides the technology while ATFX keeps its own branding and client experience at the center.
AI travel agents still need booking middlemen like Amadeus
Amadeus has strong airline connections but may not be guaranteed a role as AI agents handle travel bookings. During its Q3 2026 earnings call on November 6, CFO Carol Borg discussed Meta's Muse choosing Duffel over Amadeus. She said AI platforms will likely use aggregators instead of building their own booking systems. This view supports the idea that the traditional GDS model still has a place.
Stanford AI Index tracks global artificial intelligence progress
The Stanford AI Index is an annual report from Stanford HAI that measures AI development using data, benchmarks, and research. First launched in 2017, the 2024 edition spans 502 pages across nine chapters covering research, technical performance, responsible AI, and the economy. It pulls data from partners like Georgetown's CSET, LinkedIn, and McKinsey. The report tracks foundation models, safety evaluations, investment trends, and policy changes worldwide.
Osaic adds six AI tools for financial advisors via Nitrogen
Osaic announced a November 3 partnership with Nitrogen to give over 10,000 advisors access to six AI-powered tools. The tools include Risk Center, Research Center, Income Center, Tax Center, Legacy Center, and Insurance Center. They run on Nitrogen's Nucleus AI engine and can automate tasks like turning client statements into portfolios or generating retirement income illustrations. Nitrogen holds ISO/IEC 42001 certification for responsible AI management.
Lifetime AI software bundle replaces multiple subscriptions
A new bundle priced at $60 for lifetime access bundles five AI tools into one package. It includes 1ForAll AI Pro for text, voice, image, and video generation, AskAnyModel for comparing up to six model answers, and PromptBuilder Starter for building prompts. Voebe offers voice-to-text transcription across apps and devices, while Leelo AI provides text-to-speech in 142 languages. The bundle covers multiple needs without separate subscriptions.
One Product Isnt the Problem Monetizing AI Portfolio
Software vendors can boost revenue by tracking customer usage across products while AI accelerates pricing and consumption decisions. Purchasing four products from the same vendor does not mean they will be treated as a single vendor, as each product has its own licensing, measurement, and sales terms. According to IDC research from June 2026, 55% of software vendors believe enhanced monetization would bring a 6% to 10% uplift in revenue, and 29% expect more than 10%. A shared entitlement system brings all products into one catalog before creating bundled offers across them. Customers struggle to reconcile purchased licenses with actual usage, while 39% cite inflexible licensing models as a challenge.
AI Helps Uber Instacart Workers Fight Deactivations
Gig workers are using AI to fight deactivations on apps like Uber and Instacart. Some workers use AI to craft evidence summaries and arguments as they fight companies' decisions to deactivate their accounts. Workers use AI tools to build cases against account terminations. The technology helps them present arguments more effectively when challenging platform decisions.
Sources
- AI stock selloff drives investors to China, India, and overlooked Asian sectors
- AI slump revives Asia’s forgotten trades from China to India
- Is America's AI Data Center Boom About to Hit a Brick Wall?
- Is America’s AI Data Center Boom About to Hit a Brick Wall?
- OpenAI Puts Finance Agent Inside ChatGPT
- ATFX Teams Up With Acuity Trading on AI Insights
- AI Agents Still Need Middlemen. But Will They Need Amadeus?
- Stanford AI Index: Data, Metrics, and Research
- Osaic Nitrogen Partnership Expands AI Tools for Advisors
- Replace all your AI subscriptions with this one $60 lifetime bundle
- One Product Isn't the Problem: Monetizing an AI Portfolio Without Confusing Your Customers
- AI helps Uber, Instacart workers fight account deactivations
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