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
What this episode covers
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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