The Briefing: AI Accelerates, The Cloud Cracks, Regulation Ramps

Issue #2025W47.3 / November 19 2025

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Global markets experienced a fourth straight down day as investors began to voice the uncomfortable truth: AI valuations might be ahead of the underlying reality. The major US indexes slipped again on Tuesday, with the S&P 500 down and the Nasdaq declining, as money rotated out of high-flying AI names like Nvidia Corporation and other growth-…