13 December 2025
This week, Glenn Hubbard warns that tariffs, shaky data and a mature credit cycle create risks as the Fed looks toward 2026.
And, will open AI ecosystems win out over closed models, as AMD CEO Lisa Su and former IBM CEO Sam Palmisano suggest?
Plus, from AI to manufacturing, soaring electricity demand is forcing a rethink of where our power comes from and how fast we can build to generate it.
Later, can Macy’s reinvent the department store for today’s shopper?
12 December 2025
Ed Yardeni, Yardeni Research, joins 'Power Lunch' to discuss if tech valuations are too rich.
10 December 2025
Trump BLINDSIDED: World Leaders Hit Him With SURPRISE Sanctions! | | John Mearsheimer Donald Trump has been caught completely off guard! In a shocking turn of events, global leaders have united to issue unexpected sanctions that threaten to derail his latest plans. No one saw this coming—least of all Trump himself. In this video, we uncover: 🔴 The details of the "surprise" sanctions hitting Trump. 🔴 Which world leaders are behind this sudden move? 🔴 Trump's immediate reaction and what this means for his future. 🔴 Are allies turning into enemies? The full breakdown. This is a developing story that changes everything. Watch the full video to understand why Trump was left blindsided and what happens next!
I usually investigate suspicious stories. In the last 24 hours I have seen 3 youtube channels with the same dialogue.
In the comments below I have listed some other suspected posts on this subject on YouTube - 15 December some have now been removed by Google as a result
9 December 2025
Big tech companies are expected to spend trillions on AI infrastructure projects for the rest of the decade, and smaller stocks will be among the biggest beneficiaries. Read the full story on Forbes: https://www.forbes.com/sites/hanktuck...
30 November 2025
China’s latest breakthrough—a new AI chip manufacturing plant operating beyond U.S. export controls—signals a dramatic shift in the global semiconductor landscape. This video dives into how Huawei, once cut off from essential Western technology and partnerships, has redefined the future of AI with its self-sufficient chip facility and strategic partnership with SMIC.
Explore the unveiling of the Ascend AI processor family, featuring the powerful Phoenix neural core and MindSpore framework, offering unmatched efficiency and independence from American software ecosystems. Discover how China’s vertically integrated semiconductor supply chain and indigenous advancements threaten traditional Western dominance, reshape global power dynamics, and spark a new era of innovation and competition. Like and share if you find these insights eye-opening!
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22 November 2025
The US economy depends on an unsustainable stock market bubble driven by AI companies that are almost all losing money. Nvidia seems healthier, but serious red flags explain why its stock price is extremely volatile, and why its market capitalization dropped $600 billion in just one day. Ben Norton explains.
22 November 2025
AI may be driving the latest technological and Industrial Revolutions and building wealth, but is it making us happier? The Wall Street Journal chief economics commentator Greg Ip comes on Market Catalysts to share his thoughts on the reality of AI development for many people, noting the rising risks of job displacement, discomfort with certain online phenomena, and the AI boom's contrast with the Dot-Com era.
Ip's latest article is titled The Most Joyless Tech Revolution Ever: AI Is Making Us Rich and Unhappy.
To watch more expert insights and analysis on the latest market action, check out more Market Catalysts here: https://finance.yahoo.com/videos/seri...
#youtube #stocks #AI #investing #tech
20 November 2025
Dan Ives, Wedbush Securities, joins 'Closing Bell' to discuss why the market isn't giving Nvidia credit for its quarter, if investors can have confidence in Nvidia's customers and much more.
18 November 2025
Every company would be affected if the AI bubble were to burst, the head of Google's parent firm Alphabet has told the BBC. Speaking exclusively to BBC News, Sundar Pichai said while the growth of artificial intelligence (AI) investment had been an "extraordinary moment", there was some "irrationality" in the current AI boom. It comes amid fears in Silicon Valley and beyond of a bubble as the value of AI tech companies has soared in recent months and companies spend big on the burgeoning industry. Asked whether Google would be immune to the impact of the AI bubble bursting, Mr Pichai said the tech giant could weather that potential storm, but also issued a warning. "I think no company is going to be immune, including us," he said.
11 November 2025
Could the artificial intelligence boom already be running out of road? We examine the warning signs. To think that three short years ago, the commercial launch of ChatGPT took the world by storm. AI has since sparked a global race for cash, energy resources and data – all to feed the seemingly insatiable appetite of large language model computing systems.
danelfin - smart investing made easy
#AI #Economy #Tech Read more about this story in our article: https://f24.my/BYUu.y
30 October 2025
OpenAI (OPAI.PVT) is gearing up for a potential IPO in 2026, according to Reuters reporting, which could give the artificial intelligence developer a market cap of $1 trillion. This headline comes after OpenAI agreed to new partnership terms with Microsoft (MSFT) that now value the latter's 27% stake at $135 billion.
Crossmark Global Investments Chief Market Strategist Victoria Fernandez and Yahoo Finance senior reporter Ines Ferré discuss whether OpenAI is worth such a valuation in comparison to tech giants Apple (AAPL) and Nvidia (NVDA), which just became the first company in history to reach a market cap of $5 trillion.
Also catch Intelligent Alpha founder Doug Clinton explain why investing in Microsoft is the best way to gain exposure to OpenAI.
30 October 2025
Meta Platforms and Microsoft Corporation shares fell in after-hours trading on Wednesday after the tech giants disclosed spending on AI data centers filled with humming servers.
Meta warned that 2026 outlays would be “notably larger” than in 2025, but CEO Mark Zuckerberg, said he wasn’t worried about overspending on AI infrastructure.
Matt Bloxham of Bloomberg Intelligence explains.
29 October 2025
Qualcomm (QCOM) unveiled two artificial intelligence chips for data centers that will be available next year, diversifying beyond a stagnant smartphones market and sending its shares up.
#News #Reuters #Newsfeed #qualcomm #datacenter #artificialintelligence #chips
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
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
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
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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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.
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 millions of decent-paying jobs, cut labor costs and boost profits. What happens to working class people who can’t find jobs because they don’t exist?
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Senator Bernie Sanders is the senior senator from Vermont. He is the longest-serving independent in U.S. congressional history and the ranking member of the Senate Committee on Health, Education, Labor, and Pensions (HELP)
30 December 2025 In the latest episode of ETF spotlight, Ron Santella, CEO and CIO of Equable Shares breaks down why the year ahead could br...
