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#AI #usa #investment - Three Charts That Help Explain What’s Behind the AI Bubble Fears | WSJ News

24 October 2025

Investors have grown more concerned over the run-up in tech stocks and valuations of private AI companies, stoking fears of a bubble. WSJ’s Hannah Erin Lang uses three charts to explain what’s behind Wall Street’s jitters. Photo Illustration: Ryan Trefes

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#wsj #thewallstreetjournal #ai #aibubble #marketanalysis

#usa #investment - Stocks Rise as U.S. Inflation Comes in Soft | The Close 10/24/2025: Bloomberg

25 October 2025

Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street.

Today's guests are KPMG’s Diane Swonk, Horizon Investments’ Scott Ladner, Coresight Research’s Deborah Weinswig, Coursera’s Greg Hart, The Bahnsen Group’s David Bahnsen, University of Michigan’s Betsey Stevenson, Department of Defense’s former US Assistant Secretary of Defense Eric Rosenbach, Veda Partners’ Henrietta Treyz, Wedbush Securities’ Dan Ives.

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#usa - Washington Week with The Atlantic full episode, Oct. 24, 2025: Washington Week PBS

25 October 2025

President Trump took a wrecking ball to the East Wing of the White House, and in so doing obliterated the line between metaphor and literal reality. Join moderator Jeffrey Goldberg, Peter Baker of The New York Times, Susan Glasser of The New Yorker, David Ignatius of The Washington Post and Toluse Olorunnipa of The Atlantic to discuss this and more.

#usa #investment - Stocks climb following September CPI data, Intel shares jump on Q3 earnings and chip demand: Yahoo Finance

24 October 2025

Yahoo Finance executive editor Brian Sozzi breaks down the latest market news for October 24, 2025.

The market is baking in another Federal Reserve rate cut following the long-awaited release of September's Consumer Price Index (CPI) inflation data. We look at what this all means for markets as stocks move higher at the open.

Intel reported strong third quarter earnings on Thursday. Our panel looks at the company's turnaround plan and why investors are optimistic.

#Singapore - prime minister warns of turbulence ahead in 'post-American' order | FT Interview

23 October 2025

Lawrence Wong tells FT editor Roula Khalaf 'we are in the midst of a great transition to a multi-polar world'.

#singapore #lawrencewong #asia #geopolitics #roulakhalaf #trump #us #postamerican #trade #tariffs #china #uschina #asean #investment #investing


#Budapest2025 #Trump #Putin - Spies in the White House? Russian agents in the US | DW Documentary

23 October 2025

Does the Russian secret service have a file on US President Donald Trump? To what extent are Russian interests present within American foreign policy? And - could there be a connection between the answers to these two questions? US President Donald Trump has had ties to Russia for decades. In this documentary, former KGB, FBI and CIA employees offer insights into the world of espionage, the Cold War and Trump's extensive network of connections to Russia. During the Cold War, numerous Russian agents infiltrated a variety of political and economic organizations in the US. In addition to industrial espionage, the missions also focused on establishing relationships with influential political figures. Trump's ties to Russia date back to this period. In 1987, he traveled to Moscow with his then-wife, Ivana, to negotiate a deal to build a luxury hotel there. Semion Mogilevich, head of the Russian mafia, was one of the first investors in New York's Trump Tower. While campaigning for president in 2016, Donald Trump was simultaneously pursuing plans to build a Trump Tower in Moscow. Investigations into possible Kremlin interference in the presidential election reveal that more than a dozen members of the Republican campaign team had ties to Russia. And the war against Ukraine further complicates the situation: Russian President Vladimir Putin would have a keen interest in an ally who could weaken Ukraine and help him win. #documentary #dwdocumentary #dwdocs #russia #usa #trump

#usa #investment - Risks Skewed Towards a Market Wobble on US CPI: 3-Minute MLIV: Bloomberg Television

24 October 2025

Guy Johnson, Kriti Gupta, Valerie Tytel and Skylar Montgomery Koning break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."

#China #AI - China’s analogue AI chip could be 1,000 times faster than Nvidia GPU: South China Post

24 October 2025

Scientists from China’s Peking University have created a superfast analogue chip that can solve complex maths problems for advanced scientific tasks and artificial intelligence (AI), using less power than conventional computing. Post China reporter Victoria Bela has more details about the device, which was introduced in a paper published in October 2025. Follow us on: Website: https://scmp.com SCMP Knowledge: https://www.scmp.com/knowledge

#Spain #Investment - Ebro Foods, S.A. (EBRO.MC) 1 Semestre 2025 ......analysis (en español)

Gracias Company Data View

23 Octobre 2025

A primera vista, las cuentas de Ebro Foods (1S 2025) esconden una "trampa" que analizamos a fondo en este vídeo. ¿Cómo es posible que su Beneficio Neto se desplome un 10,9% cuando su negocio principal, en realidad, está mejorando su rentabilidad? Si te quedas solo con el titular, te estarás perdiendo la historia completa. Te lo explico de forma clara y sencilla.

#usa #investment - Can Market Rally Continue? Cameron Dawson's Market Watch List: Schwab Network

22 October 2025

Cameron Dawson says U.S. equities continue in melt-up mode, as earnings are coming in better-than-expected. When discussing current valuations, she says the "conditions" not the "level" is what matters most. Cameron says valuations could "levitate to nose-bleed levels" if earnings continue to beat and markets continue to surge. However, she does caution investors on some frothy signs of sentiment starting to bubble up, pointing to put/call activity in the options market.

Cameron says the bond market might be pricing in a more "dire growth outlook."

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#markets #equities #equity

#news #europe - Trump & Xi Meeting Might Not Happen & Doubts Over Trump-Putin Talks | Daybreak Europe 10/22/2025: Bloomberg Television

22 October 2025

Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, the gold rout eases after suffering its biggest intraday drop in more than 12 years. Donald Trump says his meeting with Chinese President Xi Jinping may not happen, as the trade deal deadline approaches. The US President also casting doubt on a second meeting with Vladimir Putin. UniCredit reports third quarter profit and revenue that beat analyst estimates, giving a boost to CEO Andrea Orcel after his unsuccessful bid for Banco BPM. L'Oréal shares in New York dropped after sales disappointed, as US weakness outweighed signs of improvement in China. Netflix says a tax dispute with Brazil cut into third-quarter earnings, marring results that otherwise fell in line with Wall Street estimates. Today's guest: Tommy Stadlen, Co-Founder & General Partner at Giant Ventures.

#ai #usa #investment - Iuorio: A.I. "Bubble" Can Last for Years, Brace for 30% Slide in 15 Months: Schwab Network

22 October 2025

Jim Iuorio returns to Schwab Network and highlights how the FOMC is pushing back on quantitative tightening amid fears of a weakening labor market. He takes investors through what it means for future rate cuts and the markets as a whole. Jim later discusses his take on what he calls the early stages of an A.I. "bubble," but he's in the camp that the bubble can expand for years before popping. However, he warns that there could be a 30% pullback in the biggest A.I. names before then

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#ai #fomc #volatility

#Spain #Investment - eDreams ODIGEO S.A. (EDR.MC) ...... analysis gracias Company Data View


21 October 2025

eDreams ODIGEO S.A. (EDR.MC)

eDreams ODIGEO (eDO) presenta unos resultados espectaculares para el primer trimestre de 2026, superando los 7.5 millones de suscriptores Prime. Su beneficio neto se dispara a 13,6 millones de euros, pero... ¿está la acción barata a este precio? ¿Es momento de comprar, vender o mantener?

eDreams is an online travel agency based in Barcelona, Spain, that offers deals on regular and charter flights, low-cost airlines, hotels, car rentals, dynamic packages, holiday packages and travel insurance.

#usa #investment - Apple approaches $4T market cap, gold pulls back, General Motors CFO talks earnings: Yahoo Finance

21 October 2025

Yahoo Finance executive editor Brian Sozzi breaks down the latest market news for October 21, 2025.

Apple is nearing a $4 trillion market cap. Our panel discusses why Apple's stock is rallying and how it compares to Nvidia.

Gold prices are under pressure. We examine why the metal is pulling back after a record run and whether investors should be concerned.

General Motors CFO Paul Jacobson discusses his company topping third quarter earnings estimates, tariffs, demand, and loan delinquencies.

#AI #USA #Investment - AI Boom or Bubble: Ed Conway goes inside the data centres powering the US economy: Sky News

21 October 2025

Sky's Economics and Data Editor, Ed Conway gains access into the heart of "data centre alley" in Virginia - home to the servers that power nearly all the major AI and cloud services in the world. Read more: https://news.sky.com/story/inside-dat...


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#usa #investment - Gold's traditional inverse link to stocks has broken down, says Breakout Capital CIO Ruchir Sharma: CNBC Television

20 October 2025

Ruchir Sharma, Rockefeller International chairman and Breakout Capital CIO, joins CNBC's 'Squawk on the Street' to discuss what's behind gold's record run.

#usa #investment - Big Banks Report a Resilient US Economy | Presented by CME Group: Bloomberg News

 

20 October 2025

Bank earnings are a key indicator of the economy’s trajectory, and America’s big banks agree that the US economy has shown remarkable resilience so far in 2025. Here’s what you need to know about the major banks’ reports this earnings season.

Presented by ‪@cmegroup‬   https://www.cmegroup.com/openmarkets/...

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#Spain #Investment - El pequeño diamante de la Bolsa que puede escalar un 66% a doce meses: Expansion

21 October 2025

DIANA ESPERANZA Y RAQUEL MORENO. Las bolsas españolas caminan con paso firme este ejercicio. Mientras el Ibex acaba de marcar máximos anuales, por encima de los 15.800 puntos, y suma más del 36% desde el inicio de enero, el Índice General de la Bolsa de Madrid se anota un 37,5% este 2025.

Atrys Health, S.A. (ATRY.MC)

#ibex35 #bolsadevalores #inversiones

Atrys acelera su apuesta por la telemedicina con proyecciones de crecimiento del 15% anual

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3 weeks ago

#ai #investment . The AI bubble is a 'rational bubble', says Mohamed El-Erian: CNBC Television

20 October 2025

Mohamed El-Erian, Allianz chief economic advisor, joins 'Squawk Box' to discuss the lates market trends, state of the economy, his thoughts on the AI boom, state of the credit market, and more.

#usa #government - LIVE | MIKE JOHNSON FURIOUS SPEECH on US Government Shutdown | Johnson LIVE | US News | N18G

20 October 2025

House Speaker Mike Johnson delivered a furious speech in Congress as tensions over the US government shutdown reached a boiling point.

Johnson lashed out at lawmakers for political gridlock, blaming both parties for risking national stability and public services.

His remarks have gone viral, drawing sharp reactions across Washington.

#investment - Simply Wall St DCF Valuation Explained

20 October 2025

How does the Discounted Cash Flow (DCF) aka Intrinsic Value aka Future Cash flow value work exactly? You read our full analysis model documentation here: https://github.com/SimplyWallSt/Compa... Watch the full episode:    • The Ultimate Guide to DCF Valuation for St...  

#usa #investment - MU Rally Continues, TXN Downgrade, New Bull Feeds DRI: Schwab Network

20 October 2025

It's a mixed start to the week for the A.I. trade when it comes to analyst views. Micron (MU) got an upgrade from Barclays but the firm also downgraded Marvell (MRVL). Texas Instruments (TXN) also got a downgrade from Mizuho. In the restaurant space, Goldman Sachs served an upgrade for Darden Restaurants (DRI). Diane King Hall turns to the biggest upgrades and downgrades to watch on Monday's trading session.

#usa - Washington Week with The Atlantic full episode, Oct. 17, 2025

 
 
Buoyed by the belief that he brought peace to the Middle East, President Trump is trying to end Russia’s war on Ukraine. But at home, he’s waging war on domestic critics, engaging in a prosecution campaign without precedent. Join moderator Jeffrey Goldberg, Nancy Youssef and Anne Applebaum of The Atlantic, Stephen Hayes of The Dispatch and Tyler Pager of The New York Times to discuss more.
 

#usa #investment - Brace for Volatility "Backwardation," Gold Volume Nears 2025 High: Schwab Network

17 October 2025

Regional banks are pushing for a comeback, as Kevin Green highlights a rebound rally happening in the SPDR S&P Regional Banking ETF (KRE). 

He also warns investors to brace for a volatility "backwardation," though Kevin expects it to be a short-term phenomenon. 

He later notes the surge of gold trading as volume inches toward 2025 highs. 

#oil #opec - Will OPEC+ Production Hikes Drive Crude Lower? | Presented by CME Group

17 October 2025

OPEC+ is ramping up output by more than 2.2 million barrels per day in monthly increments through late 2025—despite crude oil’s sharp 18% drop this year. The move raises the prospect of a deepening supply glut and heightened volatility. 

Will OPEC’s move stabilize prices or accelerate the selloff? Presented by ‪@cmegroup

  https://www.cmegroup.com/openmarkets/...

#AI #crime #usa - AI is changing how criminals try to steal your money: WCCO - CBS Minnesota

14 October 2'25

Financial expert Dustin Smith from Wealth Enhancement Group shares some background on how artificial intelligence is changing the scam game.  

#usa #employment - A proxy for jobless claims data: Here's what to know: CNBC Television

17 October 2025

CNBC's Steve Liesman and Rick Santelli join 'Squawk Box' with the latest news.

#usa #investment #gold - Gold surpasses $4,300 per ounce, regional banks weigh on markets over loan risks: Yahoo Finance

17 October 2025

Morning Brief: Market Sunrise anchor Ramzan Karmali reports the latest news for October 17, 2025. Markets are feeling the ripple effects of regional bank concerns as fears of sour loans weigh on markets. Ramzan dives deeper into the market trends. Investors look to gold as a flight to safety. The precious metal commodity is inching closer to $4,400 per ounce. Ramzan breaks down the details.  

 

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 #stocks #investing

#bitcoin #scam #asia - Billions in Bitcoin seized in crackdown on alleged scammers | The World | ABC NEWS

16 October 2025

The man allegedly behind a massive scam network in southeast Asia could be facing decades in prison after US officials seized billions of dollars in Bitcoin linked to the operation. Chen Zhi, who has been accused of using forced labour to scam victims, remains at large. 

Investigative journalist Jack Adamovic Davies tells The World "it's hard to overstate just how big" the organisation was. 

#China - views rare earths as a national treasure, says American Elements CEO Michael Silver: CNBC Television

16 October 2025

Michael Silver, American Elements CEO and chairman, joins 'Squawk Box' to discuss the global supply chain for rare earth minerals, state of U.S.-China rare earths battle, impact of China's export controls, and more.

#AI - Why buying the dip could burn you in the AI market: Yahoo Finance

16 October 2025

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. In this episode of Stocks in Translation, chief investment officer at Tematica Research Chris Versace joins host Jared Blikre and Senior Reporter Allie Canal to discuss multiple expansion and how investor interest in AI can drive up stock prices. 

Versace offers his thoughts on concerns about whether we're in a market bubble, and provides insight into his process for identifying the right plays to make in the AI space. 

 

2 days ago The artificial intelligence and robotics being developed by multi-billionaires will allow corporate America to wipe out tens of m...
 

 

#usa #investment - Lance Roberts Expects the Year to End Higher; Picks META, APLD, VRT: Schwab Network

16 October 2025

“Everything’s doing great” as we head into a traditionally strong part of the year, Lance Roberts argues. “The outlook’s good for stocks right now,” he adds, but cautions investors not to let go of risk management strategies. 

He thinks we will see a sharp correction before the end of the year but encourages investors to buy the dip and thinks we’ll end the year higher. 

He likes Meta Platforms (META), Applied Digital (APLD), and Vertiv (VRT). 

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#metaplatforms #applieddigital #vertiv 

#india #russia #oil - Trump says India has promised to stop buying Russian oil • FRANCE 24 English

16 October 2025

US President Donald Trump says Prime Minister Narendra Modi has agreed that India will stop buying Russian oil, as American tariffs hit Indian exports to the United States. Treasury Secretary Scott Bessent has hinted at a possible de-escalation of the US–China trade war, while Argentina’s manufacturing sector is feeling the side effects of Javier Milei’s free-market policies. 

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 #india #russia #oil  

#AI #usa #investment - Three Charts That Help Explain What’s Behind the AI Bubble Fears | WSJ News

24 October 2025 Investors have grown more concerned over the run-up in tech stocks and valuations of private AI companies, stoking fears of ...