A blog post, not an analyst note, briefly shook Wall Street last week. Photograph: Angela Weiss/AFP via Getty ImagesA blog post, not an analyst note, briefly shook Wall Street last week. [ As AI anxiety jolts Wall Street, China wonders what all the fuss is aboutOpens in new window ]Additionally, note that Citrini’s founder, James van Geelen, is a former paramedic turned newsletter entrepreneur with no analyst credentials. Goldman Sachs notes 70 per cent of S&P 500 companies mentioned AI on earnings calls, but only two firms quantified its effect on earnings. In this vacuum, scenario-driven narratives can prompt outsized reactions, with investors pricing in uncertainty and acting on stories as much as facts.

Source: The Irish Times March 02, 2026 17:08 UTC