{"title":"Valuation Impact in AI infrastructure: 112 signals in the last 90 days","domain":"AI infrastructure","tag":"valuation_impact","name":"Valuation Impact","type":"Context","description":"","url":"https://www.frontiertechintelligence.com/signals/ai-infra/valuation-impact","count_90_days":112,"count_13_months":176,"latest":"2026-11-02","trend":"October 2026 had 54 signals against an average of 32 for Jul to Sept: up 71%.","per_month":[{"n":6,"month":"2026-05"},{"n":5,"month":"2026-06"},{"n":41,"month":"2026-07"},{"n":27,"month":"2026-08"},{"n":27,"month":"2026-09"},{"n":54,"month":"2026-10"},{"n":4,"month":"2026-11"}],"companies_named_most":[{"name":"Anthropic","mentions":19,"url":"https://www.frontiertechintelligence.com/companies/anthropic"},{"name":"OpenAI","mentions":16,"url":"https://www.frontiertechintelligence.com/companies/openai"},{"name":"Alphabet","mentions":9,"url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"AMD","mentions":5,"url":"https://www.frontiertechintelligence.com/companies/amd"},{"name":"CoreWeave","mentions":5,"url":"https://www.frontiertechintelligence.com/companies/coreweave"},{"name":"NVIDIA","mentions":5,"url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Intel","mentions":4,"url":"https://www.frontiertechintelligence.com/companies/intel"},{"name":"Meta","mentions":4,"url":"https://www.frontiertechintelligence.com/companies/meta"}],"headlines":[{"date":"2026-11-02","headline":"Kioxia Holdings guided October–December 2026 operating profit of 2 trillion yen, below the 2.35 trillion yen analyst consensus.","outlet":"Yicai","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-02","headline":"Kioxia Holdings shares fell 16.74% on November 2, 2026, to 11,215 yen.","outlet":"Yicai","companies":[{"name":"Kioxia","url":"https://www.frontiertechintelligence.com/companies/kioxia"}]},{"date":"2026-11-01","headline":"OpenAI reportedly cut its IPO fundraising target to $20 billion","outlet":"Yicai","companies":[{"name":"OpenAI","url":"https://www.frontiertechintelligence.com/companies/openai"}]},{"date":"2026-11-01","headline":"Alphabet, Amazon and Meta shares plunged in an AI stock sell-off","outlet":"Yicai","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"},{"name":"Amazon","url":"https://www.frontiertechintelligence.com/companies/amazon"},{"name":"Meta","url":"https://www.frontiertechintelligence.com/companies/meta"}]},{"date":"2026-10-31","headline":"Alphabet shares fell 13% in one Thursday session, erasing $500 billion in market value.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-31","headline":"Alphabet shares fell 13% in one day, erasing $500 billion in market value.","outlet":"Peter H. Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]},{"date":"2026-10-31","headline":"OpenAI reportedly lowers its financing target by $10 billion","outlet":"Handelsblatt, Technologie","companies":[{"name":"OpenAI","url":"https://www.frontiertechintelligence.com/companies/openai"}]},{"date":"2026-10-31","headline":"Qualcomm, AMD, Marvell Technology and ARM shares each fell about 10% while Nvidia dropped 4.22% and the Philadelphia Semiconductor Index fell 7.2%.","outlet":"Caixin","companies":[{"name":"AMD","url":"https://www.frontiertechintelligence.com/companies/amd"},{"name":"Arm","url":"https://www.frontiertechintelligence.com/companies/arm"},{"name":"Marvell","url":"https://www.frontiertechintelligence.com/companies/marvell"},{"name":"NVIDIA","url":"https://www.frontiertechintelligence.com/companies/nvidia"},{"name":"Qualcomm","url":"https://www.frontiertechintelligence.com/companies/qualcomm"}]},{"date":"2026-10-31","headline":"Intel shares fell 30% in a single day.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Intel","url":"https://www.frontiertechintelligence.com/companies/intel"}]},{"date":"2026-10-31","headline":"Alphabet had its worst stock day in history.","outlet":"Moonshots with Peter Diamandis","companies":[{"name":"Alphabet","url":"https://www.frontiertechintelligence.com/companies/alphabet"}]}]}