Plato Investment Management的David Allen在接受电视台采访时表示，人工智能相关股票遭遇抛售并不令人意外。他指出，尽管人工智能将带来变革性影响，但投资者很容易将技术的巨大潜力与良好的投资回报混为一谈。 Allen透露，其公司已连续五年持有澳大利亚数据中心运营商NextDC的空头头寸。随着该公司股价下跌45%，这一做空头寸获得了回报。

Pakistan's KSE-100 index fell as much as 1%.

Foreign inflows returned to India after months of outflows, supporting the Indian rupee as a tech-sector sell-off redirected capital into the market. Week-to-date the rupee is up 0.5%; intraday on Thursday it hit 94.32, a two-week high, before settling at 94.4750. The currency had been under pressure for most of the year and has relied on central bank intervention for support. This week two prior drags — oil prices and equity flows — eased, giving the rupee some relief. Global funds’ earlier rotation into AI-related assets had sidelined Indian equities; the recent reversal of that trade has helped draw foreign buying back into India.