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IrelandPensions share the risk in AI sell-off, Sky's Kelso warns
Sky News links falling technology shares to political uncertainty over data centres, then explains why ordinary savers are exposed.
Sky News
Story of Why this story? The video opened at a pace of 380,608 views a day, 14 times a normal first day on this channel (26,168).
'Bloodbath': Markets plummet worldwide as US midterm results add to AI fears
Things we can learn from the video
Press to jump
- 0:30Market graphics show sharp falls across major US and Asian share indices.
- 1:17Kelso identifies Democratic victories and local opposition to data centres as apparent triggers for the sell-off.
- 2:49The yearly Nasdaq chart places the sudden retreat against substantial gains since April.
- 4:40AI growth expectations depend on physical infrastructure, energy supplies and government regulation.
- 6:33Pensions and index trackers expose ordinary investors to risks concentrated in large technology companies.
- 7:34Kelso credits London's industrial and pharmaceutical businesses with helping limit the UK market's losses.
The AI boom needs more than clever software: it needs land, electricity and permission to build. In Sky News's report on the global technology sell-off, Paul Kelso explains how doubts about that physical expansion can reach into ordinary people's pensions.
The business and economics correspondent identifies Democratic election victories and local opposition to data centres as apparent triggers for the fall. The concern is that a more tech-sceptical political environment could slow construction, unsettling valuations built on expectations of rapid growth.
But Kelso also puts the plunge against a longer view. His Nasdaq chart shows substantial gains since April before the sharp November retreat. A sudden fall and the bursting of an entire investment bubble are not necessarily the same thing.
The report drew roughly 330,000 views in its first 17 hours, far above Sky News's usual opening-day audience for regular videos. Its most personal point comes when Kelso turns from trading screens to savings: index trackers and pension funds can leave people exposed to a market concentrated in a handful of large technology companies.
"Like it or not, if you have a pension or you invest, any kind of tracker fund, you are exposed to this risk," he says.
There is a distinctly British contrast, too. Kelso credits London's mix of traditional industrial and pharmaceutical businesses with helping limit the falls compared with more technology-heavy markets. In this sell-off, he argues, Britain's shortage of giant tech companies has offered some protection.
Published on Trari
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- Channel
- Sky News
- Subscribers
- 9,390,000
- Channel views, last 7 days
- 17,488,742
- Channel views, pace per day
- 2,575,281 (on a normal day: 2,494,551)
- Video published
- November 6, 2026
- Video views so far
- 328,121 (less than a day online)
- Video views, pace per day
- 380,608
The numbers
The markets report drew an unusually large early audience for a Sky News regular video. Its first-day projection is well above the channel's usual start.
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