AI Stocks Just Had Their Worst Day Since October

Nov 07, 2025

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Welcome back to 4IR. Here’s today’s lineup:

AI stocks just had their worst day since October as Wall Street CEOs call bubble - The Nasdaq dropped 2%, semiconductors fell 4%, and banking chiefs from JPMorgan to Goldman warned investors that AI valuations are dangerously overstretched
arXiv declares war on AI slop: Computer science papers now need actual peer review - The internet’s leading preprint server just banned AI-generated review papers after getting buried in “annotated bibliographies” from ChatGPT, forcing researchers to prove their work is real
OpenAI’s best model scored 35% on its new Indian language test - After working with 261 experts to build a culturally-aware benchmark across 12 languages, even GPT-5 face-planted on questions about Indian culture, proving multilingual AI is still mostly marketing

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