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
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 …
Read More »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 …
Read More »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 …
Read More »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 …
Read More »Goldman Sachs Profit Surges, Fueled by Dealmaking Boom – The Wall Street Journal
Goldman Sachs Profit Surges, Fueled by Dealmaking Boom The Wall Street JournalView Full Coverage on Google News Source link
Read More »Inside The $150 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 …
Read More »AI boom propping up economy as some guardrails are coming off, journalist Andrew Ross Sorkin warns
Stocks took a nosedive on Friday after President Trump threatened a big tariff hike on China. Until then, Wall Street had been at record highs for months, which is why we decided to check in with Andrew Ross Sorkin, one of the country’s most influential financial reporters. He’s just written a book called “1929” about the market crash a century …
Read More »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 …
Read More »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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