It is astonishing to see how many economists are predicting Armageddon just because they don’t like Donald Trump. This week, it has been impossible to escape reports that the global financial system is about to crash. People who used to be very complacent about quantitative easing, or the debt build-up that has been going on in the US and France …
Read More »‘This Is Not My First Bubble’: Nvidia’s Bear Stands His Ground Bloomberg.com Mixed options sentiment in NVIDIA with shares up 1.05% TipRanks Is Nvidia Going to Plunge 40% (or More)? History Offers a Very Clear Answer. Yahoo Finance NVIDIA Options Spot-On: On October 23rd, 1.8 Million Contracts Were Traded, With 19 Million Open Interest 富途牛牛 Nvidia bear Jay Goldberg remains unimpressed, says company is …
Read More »Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? – WSJ The Wall Street Journal Investors use dotcom era playbook to dodge AI bubble risks Reuters Opinion | The Next Economic Bubble Is Here The New York Times Once the AI bubble pops, we’ll all suffer. Could that be better than letting it grow unabated? | Artificial intelligence (AI) The …
Read More »Investors use dotcom era playbook to dodge AI bubble risks Reuters Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? – WSJ The Wall Street Journal AI bubble fears grow as megadeals proliferate https-//www.semafor.com Once the AI bubble pops, we’ll all suffer. Could that be better than letting it grow unabated? | Artificial intelligence (AI) The Guardian The AI bubble …
Read More »The AI Bubble Won’t Just Take Down the Stock Market. It Will Hammer the U.S. Economy, Too. Barron’s Preparing for AI’s economic impact: exploring policy responses Anthropic What is the effect of AI capital expenditures on the US GDP growth trajectory Investing.com Economic shifts in the age of AI Bank of America Institute What the bond market has to say about generative AI MIT Sloan …
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Months after saying job cuts at Microsoft weighed on him, bossman Satya Nadella has another problem: how to expend his swelling bank balance following another bumper pay rise. The chairman and chief executive of the software and cloud megacorp was handed total compensation of $96.5 million for Microsoft’s fiscal 2025, up almost 22 percent on the prior year. This includes …
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Lauren Taylor Wolfe, the managing partner at Impactive Capital, says that the current wave of excitement around AI is a bubble that will eventually burst. In an interview with CNBC, she compared today’s AI craze to the dot-com boom of the late 1990s. “We are absolutely in an AI bubble now. It is going to burst. I don’t know when. …
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Andrej Karpathy, one of the most influential figures in modern artificial intelligence and a founding member of OpenAI, sent shockwaves through the tech world over the weekend with a sobering assessment of the industry’s progress toward artificial general intelligence (AGI). In a widely shared interview with podcaster Dwarkesh Patel, a YouTuber with over 1 million followers, Karpathy said he believes …
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Over the past year, a few AI startups have together accumulated nearly $1 trillion in valuations despite remaining unprofitable. This comes as AI infrastructure continues to draw in massive investment, raising questions about a possible AI bubble and its potential impact on the stock market. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing …
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A version of this story will appear in CNN Business’ Nightcap newsletter. To get it in your inbox, sign up for free here. New York — At this point, even the concept of an “AI bubble” seems to be a bubble. (In fact, Deutsche Bank analysts said last month that the “AI bubble” bubble has already burst.) Perhaps some corners …
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