{"id":96644,"date":"2026-11-04T08:00:58","date_gmt":"2026-11-04T00:00:58","guid":{"rendered":"https:\/\/www.kgieworld.sg\/research\/?p=96644"},"modified":"2026-11-04T08:16:43","modified_gmt":"2026-11-04T00:16:43","slug":"weekly-securities-newsletter-4-november-2026","status":"publish","type":"post","link":"https:\/\/www.kgieworld.sg\/research\/weekly-securities-newsletter-4-november-2026\/","title":{"rendered":"Weekly Securities Newsletter: 4 November 2026"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"96644\" class=\"elementor elementor-96644\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-796300cb elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"796300cb\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2949b35f\" data-id=\"2949b35f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-27cf6c8c elementor-widget elementor-widget-heading\" data-id=\"27cf6c8c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">WEEKLY SECURITIES NEWSLETTER<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-676e5e19 elementor-widget elementor-widget-heading\" data-id=\"676e5e19\" data-element_type=\"widget\" data-e-type=\"widget\" id=\"top\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Weekly Securities Newsletter: 4 November 2026<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-79519aad elementor-widget elementor-widget-text-editor\" data-id=\"79519aad\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p style=\"font-family: Montserrat; font-size: 13px; font-weight: 600; background: #e8f4ff; padding: 12px 18px; margin-top: 16px;\"><span style=\"color: #15a4ff;\"><a href=\"#mr\">MARKET RECAP<\/a><\/span> \u00a0|\u00a0 <span style=\"color: #15a4ff;\"><a href=\"#wt\">WHAT&#8217;S TRENDING<\/a><\/span> \u00a0|\u00a0 <span style=\"color: #15a4ff;\"><a href=\"#if\">IN FOCUS<\/a><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-2470cf3a e-flex e-con-boxed e-con e-parent\" data-id=\"2470cf3a\" data-element_type=\"container\" data-e-type=\"container\" id=\"mr\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4241bcf4 e-con-full e-flex e-con e-child\" data-id=\"4241bcf4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1d6f5bca elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"1d6f5bca\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Market Recap<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4fab274e e-flex e-con-boxed e-con e-parent\" data-id=\"4fab274e\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2eb35c3d e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"2eb35c3d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-b4cb945 e-con-full e-flex e-con e-child\" data-id=\"b4cb945\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7faf9ce0 elementor-widget elementor-widget-heading\" data-id=\"7faf9ce0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">MARKET RECAP 1<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-123effa9 elementor-widget elementor-widget-heading\" data-id=\"123effa9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">AI Trading Themes Face Re-Rating Pressure<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4c377fbf elementor-widget elementor-widget-text-editor\" data-id=\"4c377fbf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>This week&#8217;s key theme was the market repricing returns on AI capex. Health Care has become a &#8220;de-AI&#8221; safe haven, with the S&amp;P 500 Health Care Index up about 23% since late April.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8243a38 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"8243a38\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInRight&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-0e62ed4 e-con-full e-flex e-con e-child\" data-id=\"0e62ed4\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-20d6b52f elementor-widget elementor-widget-heading\" data-id=\"20d6b52f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">MARKET RECAP 2<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5eafb8a4 elementor-widget elementor-widget-heading\" data-id=\"5eafb8a4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Hot PCE Inflation Already Fully Priced In; December Hike Odds at About 80%<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-75aa0526 elementor-widget elementor-widget-text-editor\" data-id=\"75aa0526\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>U.S. 3Q GDP grew at an annualized 3.4% QoQ, beating expectations and accelerating sharply from 2.2% in 2Q. Growth was driven mainly by strong business investment and resilient household spending. The October Consumer Confidence Index jumped 7.5 points to 91.7. That was its first increase in four months and its highest reading since June, above every economist&#8217;s forecast.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-227fc786 e-flex e-con-boxed e-con e-parent\" data-id=\"227fc786\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-52472515 elementor-widget elementor-widget-heading\" data-id=\"52472515\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\"><a href=\"#top\">^ Back to Top<\/a><\/p>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-22ea739c e-flex e-con-boxed e-con e-parent\" data-id=\"22ea739c\" data-element_type=\"container\" data-e-type=\"container\" id=\"wt\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e6d6c50 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"e6d6c50\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInUp&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-394c7515 elementor-widget__width-inherit elementor-widget elementor-widget-heading\" data-id=\"394c7515\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">WHAT'S TRENDING<\/h6>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8b64ac3 e-con-full e-flex e-con e-child\" data-id=\"8b64ac3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-88e73ee e-con-full e-flex e-con e-child\" data-id=\"88e73ee\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-01aa716 elementor-widget elementor-widget-heading\" data-id=\"01aa716\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">WHAT'S TRENDING 1<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-09ee950 elementor-widget elementor-widget-heading\" data-id=\"09ee950\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Fed Delivers a Hawkish Pause; Another Hike Possible in December as Meetings Are Gradually Cut to Six per Year<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2632116 elementor-widget elementor-widget-text-editor\" data-id=\"2632116\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The FOMC voted 10-2 to keep the federal funds target range unchanged at 3.75%-4.00%. Warsh gave no clear guidance for December and stressed that decisions will depend on the data. With two dissents this month and most officials expecting another hike this year, markets now put the odds of a December hike at about 80%. The pause gives the Fed time to judge whether more tightening is needed.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3b7817f2 e-flex e-con-boxed e-con e-parent\" data-id=\"3b7817f2\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-46e0f942 elementor-widget elementor-widget-heading\" data-id=\"46e0f942\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\"><a href=\"#top\">^ Back to Top<\/a><\/p>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-46eb91e2 e-flex e-con-boxed e-con e-parent\" data-id=\"46eb91e2\" data-element_type=\"container\" data-e-type=\"container\" id=\"if\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-ba10b1 e-con-full e-flex e-con e-child\" data-id=\"ba10b1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-77adc379 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"77adc379\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInUp&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">In Focus<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-27b31edb e-flex e-con-boxed e-con e-parent\" data-id=\"27b31edb\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-4de98680 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"4de98680\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-39ab8fa e-con-full e-flex e-con e-child\" data-id=\"39ab8fa\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5eb7fb38 elementor-widget elementor-widget-heading\" data-id=\"5eb7fb38\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">IN FOCUS 1<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c49876d elementor-widget elementor-widget-heading\" data-id=\"5c49876d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">AI Boom Unstoppable, but Funding Becomes Key; Conservative Names Favored as CSP Risks Warrant Caution<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3520bbe9 elementor-widget elementor-widget-text-editor\" data-id=\"3520bbe9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Major tech companies reported mixed results this week, but the AI infrastructure arms race shows no sign of slowing. Hyperscalers&#8217; capex now accounts for as much as 45%-50% of revenue, consuming most of their operating cash flow, and they have already raised funds through equity and debt markets.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e9a4e26 e-con-full animated-slow e-flex elementor-invisible e-con e-child\" data-id=\"e9a4e26\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;fadeInRight&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-fe2fb06 e-con-full e-flex e-con e-child\" data-id=\"fe2fb06\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-297459c0 elementor-widget elementor-widget-heading\" data-id=\"297459c0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h6 class=\"elementor-heading-title elementor-size-default\">IN FOCUS 2<\/h6>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2af91d0c elementor-widget elementor-widget-heading\" data-id=\"2af91d0c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Covered Call Strategies Turn Market Volatility into Potential Income<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-15f13ca5 elementor-widget elementor-widget-text-editor\" data-id=\"15f13ca5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>The Fed is tightening policy, and the market is heavily concentrated in AI infrastructure and monetization themes. Large funding needs and rising bond yields are adding to future financing costs, while market concentration keeps increasing. Equities are still trending higher, but several risks are building at once, so volatility may rise. We think diversifying and reducing AI exposure is an important strategy.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-716c4c7f e-flex e-con-boxed e-con e-parent\" data-id=\"716c4c7f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-70922362 elementor-widget elementor-widget-heading\" data-id=\"70922362\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\"><a href=\"#top\">^ Back to Top<\/a><\/p>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-59d1b613 e-flex e-con-boxed e-con e-parent\" data-id=\"59d1b613\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6337b7e8 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"6337b7e8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1e9732d8 e-flex e-con-boxed e-con e-child\" data-id=\"1e9732d8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1edefe98 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"1edefe98\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm elementor-animation-shrink\" href=\"https:\/\/www.kgieworld.sg\/securities\/resources\/ck\/files\/docs\/Weekly%20Securities%20Newsletter\/KGI_Global%20Markets%20Weekly%20Kickstart_02%20Nov_2026_Client.pdf\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">READ FULL REPORT<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2f58e83f elementor-align-center elementor-widget elementor-widget-button\" data-id=\"2f58e83f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm elementor-animation-shrink\" href=\"https:\/\/www.kgieworld.sg\/securities\/contact-us\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">CONTACT US TO FIND OUT MORE<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-636800f9 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"636800f9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>AI Trading Themes Face Re-Rating Pressure. This week&#8217;s key theme was the market repricing returns on AI capex. Health Care has become a &#8220;de-AI&#8221; safe haven, with the S&#038;P 500 Health Care Index up about 23% since late April.<\/p>\n","protected":false},"author":17,"featured_media":96657,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"footnotes":""},"categories":[35],"tags":[],"class_list":["post-96644","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-global-markets-weekly-updates"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.5.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"AI Trading Themes Face Re-Rating Pressure. This week&#039;s key theme was the market repricing returns on AI capex. 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