Market Analysis
Growth Vs. Value Hit An Extreme As AI Spending Broke Big Tech
2026-11-01T12:40:00-05:00
Source: seekingalpha.com
EN590 COMMODITIES GROUP
Value has crushed growth for four weeks, and the AI bill just came due.
The risk now is assuming the defensive trade still has room to run..
Original Source
https://seekingalpha.com/article/4960740-growth-vs-value-hit-extreme-as-ai-spending-broke-big-tech?source=feed_all_articles
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Indicative Market Prices November 01, 2026 19:55 UTC
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
* Indicative prices for reference only. Contact us for firm offers.
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