EPISODE · Mar 1, 2026 · 7 MIN
AI Panic, IBM Collapse & PPI Shock: Regime Change Has Begun
from Wall Street Truthbombs Podcast · host Wall Street Truthbombs
This was not the week bulls were hoping for.• IBM collapses 13% after an Anthropic AI announcement• $31 billion erased in a single session• Nvidia drops despite a historic quarter• January PPI explodes higher• Mega-cap tech rolls over• Energy, Industrials, and Materials surgeThe market has made a decision:The era of paying any price for AI adjacency is over.This isn’t noise.This is regime change.In this recap, Mark Malek (Founder of Wall Street Truthbombs & CIO at Siebert Financial) breaks down:1️⃣ AI disruption shifting from labor to tech itself2️⃣ The most concentrated market unwind in a generation3️⃣ Inflation data that may keep rates higher for longerSubscribe for daily Truthbombs before the market figures them out.Support the show
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This was not the week bulls were hoping for. • IBM collapses 13% after an Anthropic AI announcement • $31 billion erased in a single session • Nvidia drops despite a historic quarter • January PPI explodes higher • Mega-cap tech rolls over • Energy, Industrials, and Materials surge The market has made a decision: The era of paying any price for AI adjacency is over. This isn’t noise. This is regime change. In this recap, Mark Malek (Founder of Wall Street Truthbombs & CIO at Siebert Finan...
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AI Panic, IBM Collapse & PPI Shock: Regime Change Has Begun
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