CNBC
13 Oct 2026, 07:24 UTC · 1h ago
CNBC Daily Open: 'Boring' trumps disorder and volatility
Impact · against what's priced in
The outlook for Asian memory and tech giants is bearish as IMF warnings on AI productivity and sovereign yield spikes combine with new competitive threats from China. While DBS benefits from a flight to stability, the primary catalyst is the heightened risk of valuation compression for AI-linked assets.
- 9984.T−0.60
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- In context
SoftBank's AI-centric portfolio is vulnerable to the IMF's cautioned 'disorderly' spike in yields, which would increase discount rates for high-growth AI assets.
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