Geopolitics Alpha

"AI has caused an insane inflation in the number of games; it’s becoming harder to capture a player's attention."

Published . Updated .

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GEOPOLITICS ALPHA"AI has caused an insane inflationin the number of games; it’sbecoming harder to capture a…GEOPOLITICS ALPHA

This report is about AI and big tech and inflation and prices.

Directly affected

  • No company is named in this report.

Indirectly affected

  • QQQ Invesco QQQ-9.8% 30d

    Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • AIQ Global X Artificial Intelligence & Technology ETF-4.6% 12d

    Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • TIP iShares TIPS Bond ETF+0.4% 19d

    iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • MSFT Microsoft+4.0% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • WMT Walmart+20.2% 30d

    Walmart (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • GOOGL Alphabet-15.6% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • COST Costco Wholesale+17.1% 30d

    Costco Wholesale (variety stores): big consumer-goods sellers feel price rises in costs and shopper demand. Linked by “inflation” (inflation and prices) in this story.

  • AMZN Amazon.com+8.7% 30d

    Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
QQQ+2.50%-2.74%base+2.65%after closeafter closeafter close
AIQ+2.54%-2.53%base+3.38%after closeafter closeafter close
TIP+0.74%+0.94%base+0.02%after closeafter closeafter close
MSFT+4.29%-0.49%base-2.26%after closeafter closeafter close
WMT+2.97%-0.02%base-0.83%after closeafter closeafter close
GOOGL+0.54%-0.95%base+2.04%after closeafter closeafter close
COST-1.85%-1.20%base+1.06%after closeafter closeafter close
AMZN-1.76%-4.23%base-1.68%after closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

"AI has caused an insane inflation in the number of games; it’s becoming harder to capture a player's attention." CTech

Source: CTech

This story

CompanyWhenMoveStatus
AIQthat day+3.38%still updating
AIQthree days earlier-2.53%final price
AIQfive days earlier+2.54%final price
AMZNthat day-1.68%still updating
AMZNthree days earlier-4.23%final price
AMZNfive days earlier-1.76%final price
COSTthat day+1.06%still updating
COSTthree days earlier-1.20%final price
COSTfive days earlier-1.85%final price
GOOGLthat day+2.04%still updating
GOOGLthree days earlier-0.95%final price
GOOGLfive days earlier+0.54%final price
MSFTthat day-2.26%still updating
MSFTthree days earlier-0.49%final price
MSFTfive days earlier+4.29%final price
QQQthat day+2.65%still updating
QQQthree days earlier-2.74%final price
QQQfive days earlier+2.50%final price
TIPthat day+0.02%still updating
TIPthree days earlier+0.94%final price
TIPfive days earlier+0.74%final price
WMTthat day-0.83%still updating
WMTthree days earlier-0.02%final price
WMTfive days earlier+2.97%final price

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This story

12 out of 100Price not final

“"AI has caused an insane inflation in the number of games; it’s becoming harder to capture a player's attention."” scores 12 out of 100. The score uses 1 sources. The price is not final yet.