The AI boom is creating a global feedback loop connecting US tech investments, Asian manufacturing surpluses, and record foreign capital inflows into US stocks. This cycle supports growth but is fragile; a loss of confidence in AI or shifts in capital flows could quickly trigger market and economic downturns. Investors are advised to focus on strong companies like Microsoft and Apple, while avoiding heavily leveraged AI infrastructure firms. Key indicators to watch include foreign capital flows into US equities, credit spreads on AI infrastructure debt, and Asian semiconductor exports.
Microsoft shares trade at USD 528.80 on Pluang as of Oct 21, 2026 06:51 WIB, down 0.88% in the past day. Apple is priced at USD 338.01, down 1.44% over the same period. The article highlights the fragile global AI-driven investment cycle, while on Pluang, Microsoft and Apple show mixed investor sentiment with Pluang order activity near balanced for Microsoft (51% Sell / 49% Buy) and a more positive bias for Apple (41% Sell / 59% Buy).
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