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Eddy's Weekly Market Insight

Friday, 13 February 2026

Eddy's Weekly Market Insight

AI Revolution Driving Broad Structural Change: The AI revolution is triggering significant transformation across multiple sectors of the economy. In recent months, a number of technology companies have reported strong earnings results. However, their share prices have generally failed to respond positively. In fact, the stocks of many companies that are active users of AI have declined sharply. This includes software firms, real estate brokers, and legal service providers. The reasons are clear. With tools such as ChatGPT, individuals facing legal issues or software development challenges can now obtain answers that were previously available only from costly specialists. In other words, demand for these specialists is suddenly decreasing. While AI-generated responses still require review by a qualified professional, the associated costs are only a fraction of what they used to be. Markets are therefore ...
Edward Markus, Founder & Chief Economist

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