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Tech Brew Ride Home

The AI Essays Are Moving Markets

Tech Brew Ride Home

Amalgamated Internets, LLC

Tech News, News, Technology

4.71K Ratings

🗓️ 24 February 2026

⏱️ 17 minutes

🧾️ Download transcript

Summary

That AI essay I shared with you yesterday sure got Wall Street’s attention. Anthropic says Chinese models are training off of Claude. A significant new breakthrough in chip production technology. And as fun as that tri-fold phone might be, you probably want to wait for later iterations of the form factor. Software Stocks Are Having Another Ugly Day (WSJ) Anthropic Accuses Chinese Companies of Siphoning Data From Claude (WSJ) Meta and AMD Agree to AI Chips Deal Worth More Than $100 Billion (WSJ) Exclusive: ASML unveils EUV light source advance that could yield 50% more chips by 2030 (Reuters) Putting Samsung’s $2,899 TriFold To the Test as a Phone, Tablet and Laptop (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Right, that's it. Come on. Lights out. You've got a test tomorrow. Just two minutes. I'm about to reach the next level. It's going off now. Yeah, whatever. Let's see. Where's the app? Oh, here it is. What? How? Oh no, you're out. Better look next time. Mom! Here's game over for late nights on school nights. EE-E Wi-Fi controls help you get them off the Wi-Fi and into bed.

0:22.4

More parents are choosing EE broadband, the UK's fastest growing broadband provider.

0:28.0

To verify I see EE.com.uk.

0:29.3

U.K.S. claims.

0:34.1

Welcome to the tech route home for Tuesday, February 24th, 2026. I'm Brian McCullough today.

0:39.0

That AISAI shared with you yesterday sure got Wall Street's attention.

0:42.9

Anthropics says Chinese models are training off of Claude, a significant new breakthrough in chip production technology,

0:49.1

and as fun as that trifold phone might be, you probably want to wait for later iterations of the form factor. Here's what you miss today in the world of tech.

1:02.5

Remember that essay I shared with you just yesterday from Satrini Research. There's a reason

1:08.4

I've been sharing AI essays that get chatter of late, they tend to

1:12.7

move markets all the sudden, quoting the journal. The weeks-long sell-off in software stocks

1:18.0

deepened Monday amid general unease about the threat posed by AI. Software makers app-loven,

1:23.5

crowd strike, data dog, and Expedia were all among the S&P 500's worst 10 performers on Monday dropping at least 7%.

1:31.0

A State Street Fund tracking S&P's Software and Services Index fell more than 5%.

1:36.4

Several of Monday's biggest decliners were discussed in a now-viral Sunday night post from Citrini Research,

1:42.9

which outlined a hypothetical scenario where AI

1:45.6

profoundly impacts the economy in the near future, end quote.

1:49.6

And quoting Sherwood News, Mastercard, American Express, Visa, Synchrony Financial, and Capital

1:56.1

1 are stocks that are all suffering from severe selling pressure on Monday, which were flagged in the scenario

2:01.8

analysis as facing headwinds from agents looking to avoid fees and white-collar workers being displaced,

2:08.0

end quote. And quoting the FT. Ares, Apollo, and Blackstone all fell at least 5% while KKR lost

2:15.4

9% as shares in the companies extended a poor start to the year

...

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