AI Market Weirdness: Grok Wind-Down, Intel Down 42% in 4 Days, OpenAI Valuation Cut
JensHonack · x · 2026-11-04
A viral thread lists market signals that "aren't adding up": Elon Musk winding down the grok bot over poor ROI; Sam Altman reportedly slashing OpenAI's valuation to $1.25T and the raise from $30B to $20B; Anthropic's operating profit flipping negative on compute bills; Lumentum selling to Marvell despite selling out through 2029; Intel down 42% in 4 days; lenders refusing to fund neoclouds. A reply argues it's just interest rates doing their work — and the Fed may be doing its job exactly right.
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