Tag Archives: Boom

Is the AI boom an AI bubble? : NPR

Is the AI boom an AI bubble? : NPR

NPR’s Ailsa Chang speaks with Jared Bernstein, a Stanford University economist who was once chief economic adviser to President Biden, on a potential artificial intelligence bubble in the U.S. AILSA CHANG, HOST: So is the AI boom actually more of a bubble? Because Wall Street is increasingly afraid of that. In fact, this week, JPMorgan’s CEO Jamie Dimon said, quote, …

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The AI boom is propping up the whole economy

The AI boom is propping up the whole economy

AI holds up the economy — for now. (Illustration by DALL·E) In case you missed it, I wanted to share our weekly housing news write-up from Writing Fellow Halina. If you enjoy this one, we post the latest in housing every Wednesday and share shorter original pieces every Monday and Friday for paid subscribers. If you’re already a paid subscriber …

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TSMC Q3 profit expected to set record on AI spending boom – Reuters

TSMC Q3 profit expected to set record on AI spending boom  Reuters TSMC hits yet another record as profit surges 39%, beating estimates on AI chip demand surge  CNBC Taiwan Semiconductor Q3: Revenue Is In, but Margins and Guidance Still in Question  Yahoo Finance TSMC Reports Third Quarter EPS of NT$17.44  Taiwan Semiconductor TSMC Earnings: Here’s What To Expect As AI Reaches A Fever …

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US, Europe, and China drive global EV boom to record highs

US, Europe, and China drive global EV boom to record highs

Global EV sales passed the 2 million mark for the first time in September 2025, according to new data from EV research house Rho Motion – here’s how it breaks down. A record-breaking September Rho Motion’s data shows that 2.1 million EVs were sold worldwide in September, the highest monthly total ever recorded. The US, UK, South Korea, and China …

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Even fund managers say the AI stock boom is a bubble, BofA survey says – qz.com

Even fund managers say the AI stock boom is a bubble, BofA survey says  qz.com ‘Absolutely’ a market bubble: Wall Street sounds the alarm on AI-driven boom as investors go all in  Yahoo Finance US shares risk ‘sharp correction’ but markets seem complacent, IMF warns | US economy  The Guardian IMF says AI investment bubble could burst, comparable to dot-com bubble  Al Jazeera Oaktree’s …

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Inside The $150 Billion Bitcoin Treasury Boom Shakeout

Inside The 0 Billion Bitcoin Treasury Boom Shakeout

After a flurry of billion-dollar raises, hundreds of newly minted crypto firms are now fighting to justify their valuations and prove their treasury strategies amount to more than hype. In the span of just a few months, a corporate copycat phenomenon has swept through digital assets. The playbook, pioneered by Michael Saylor’s bitcoin-hoarding behemoth, Strategy, is ostensibly simple: create or …

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Here Are Some Of The Biggest Winners Of This Year’s AI Infrastructure Boom

Here Are Some Of The Biggest Winners Of This Year’s AI Infrastructure Boom

Oracle co-founder, CTO and Executive Chairman Larry Ellison speaks during a news conference with U.S. President Donald Trump in the Roosevelt Room of the White House on January 21, 2025 in Washington, DC. Andrew Harnik/Getty Images It’s been a big year for AI infrastructure deals. In just the last month, OpenAI, Oracle, Nvidia, AMD and others have announced epic transactions …

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AI Capex Boom: Payoff Uncertain for Infrastructure, Data Center Wars

AI Capex Boom: Payoff Uncertain for Infrastructure, Data Center Wars

When Sriram Krishnan, a senior White House policy advisor on artificial intelligence, appeared onstage at an event in Washington last month, he listed the Trump administration’s priorities for advancing the AI revolution. At the top of the list? More construction. “Let’s make sure we build our infrastructure,” Krishnan said. “‘Build, baby, build’ is what we tell people.” That rallying cry …

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