:

CITADEL'S RUBNER SEES TECH SELLOFF AS BUY SIGNAL

INDUSTRY DESK1 MIN READ
SAT, MAY 23, 2026

■ AI-SUMMARIZED FROM 2 SOURCES ▸ TIMELINE

Scott Rubner, head of equity and equity derivatives strategy at Citadel Securities, views the recent tech decline as a buying opportunity. He reports no observable drop in AI spending and demand despite market weakness.

Rubner expressed confidence in US megacap technology stocks, arguing that current valuations present an attractive entry point for investors. His outlook contradicts concerns about cooling AI investment that have weighed on tech stocks recently. The Citadel Securities executive also flagged bullish sentiment on consumer trading, suggesting retail investor activity remains robust despite broader market volatility. Rubner's comments reflect a broader conviction among major market participants that technology sector pullbacks may be temporary rather than indicative of fundamental weakness in AI adoption and spending trends. His stance suggests institutional investors are positioning defensively while maintaining exposure to megcap tech through selective buying.

■ SOURCES

Bloomberg TechBloomberg Tech

■ SUMMARY WRITTEN BY AI FROM THE LINKS ABOVE

■ MORE FROM THE BUSINESS DESK

Grindr CEO George Arison is pursuing a premium services strategy to drive growth, with plans for a high-tier offering priced up to $350 monthly. The dating app currently monetizes 1.4M of its 15M monthly active users.

JUST NOWIndustry Desk

Prime Minister Anthony Albanese faces mounting pressure from conservative state leaders as Australia negotiates its AI infrastructure future. New energy data reveals the mounting challenges ahead for datacentre development.

JUST NOWIndustry Desk

Australia is exploring making social media algorithms optional for users and examining the UK's ban on strangulation content in pornography. Social Services Minister Tanya Plibersek cited rising sexual violence among teenagers as the driver.

JUST NOWIndustry Desk

Chinese food delivery giant Meituan reported Q2 revenue of 105 billion yuan ($15.62B), up 14.4% year-over-year, and posted an adjusted net profit of $372M, ending three consecutive quarters of losses.

1H AGOIndustry Desk

■ SUBSCRIBE TO THE DAILY BRIEF

ONE EMAIL, 5 STORIES, 06:00 UTC. UNSUBSCRIBE ANYTIME.