Showing posts with label AI. Show all posts

#ai - AI's insatiable appetite for cash, energy and data: Bubble ahead? • FRANCE 24 English

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.

AI-Powered Stock Picking

danelfin - smart investing made easy

#AI #Economy #Tech Read more about this story in our article: https://f24.my/BYUu.y

AI Bubble Anxiety On The Rise: Two AI CEOs Weigh In

AI Stocks Are Rallying, Gold Is Record High: Here's Why The Entire Market May Crash

Yann Le Cun leaves Meta, striking out his own future for AI • FRANCE 24 English

There will be 'tears' for some with AI, Mohamed El-Erian says

#ai #usa #investment - OpenAI is reportedly preparing to go public, but is it worth $1 trillion? Yahoo Finance

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.

#ai #openai

Also catch Intelligent Alpha founder Doug Clinton explain why investing in Microsoft is the best way to gain exposure to OpenAI.

#ai #usa #investment - AI Spending Worry: Meta, Microsoft Shares Fall on Data Center Investment Plans: Bloomberg Television

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.

#ai #usa #investment - Qualcomm announces new AI chips in data center push, shares surge | REUTERS

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.

AI-Powered Stock Picking

#News #Reuters #Newsfeed #qualcomm #datacenter #artificialintelligence #chips

#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

AI-Powered Stock Picking

#wsj #thewallstreetjournal #ai #aibubble #marketanalysis

#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

#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

AI-Powered Stock Picking

#ai #fomc #volatility

#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...

#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.

#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.

#AI #robotics #multi-billionaires #jobs - AI Could Wipe Out the Working Class | Sen. Bernie Sanders

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

"Empire of AI": Karen Hao on How AI Is Threatening Democracy & Creating a New Colonial World

#AI #robotics #multi-billionaires #jobs - AI Could Wipe Out the Working Class | Sen. Bernie Sanders

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?

---

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)

#USA #Investment #A1 - Retail Investors Eye PATH in A.I. & Robotics Scalability Uptrend: Schwab Network

9 October 2025

UiPath Inc. (PATH) has soared as it adds new partners to its portfolio, from OpenAI to Microsoft's (MSFT) Azure. George Tsilis talks about the company's sudden surge of interest sparked by these partnerships and scalability in A.I. and robotics. He talks about whether UiPath can continue its parabolic move.

#USA #AI - Orlando Bravo: AI valuations are in a bubble: CNBC Television

7 October 2025

Orlando Bravo, Thoma Bravo founder and managing partner, joins CNBC's 'Squawk on the Street' to discuss whether private deals in tech are distorting the market, if he sees parallels in AI to the dotcom bubble, and much more.

#USA #Investment - AMD Shares Soar After Signing Infrastructure Deal With OpenAI: Bloomberg Television

6 October 2025

Advanced Micro Devices shares surged in the premarket Monday morning after signing a deal with OpenAI for AI infrastructure. This could lead to billions in new revenue for the chipmaker. Bloomberg's Ed Ludlow breaks down what we know and don't know about the deal.

#AI #employment - How AI is changing the job market, according to an Indeed economist: Yahoo Finance

5 October 2025

Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.

#Investment #AI - AI-fueled market bubble concerns emerge as Big Tech companies invest billions: Yahoo Finance

25 September 2025

Yahoo Finance speaks with market insiders about risks with the AI trade and the possibility of an AI bubble emerging.

AI-Powered Stock Picking

danelfin - smart investing made easy

#stocks #ai

#USA #Investment - Micron 'is benefiting from what Nvidia is doing,' portfolio manager says on earnings: Yahoo Finance

24 September 2025

Micron Technology (MU) topped estimates for its fiscal fourth quarter — revenue of $11.32 billion (vs. estimates of $11.15 billion), adjusted earnings of $3.03 per share (vs. estimates of $2.84) — while its next-quarter guidance outpaced Wall Street forecasts. Synovus VP and senior portfolio manager Daniel Morgan reacts to Micron's earnings and outlook, comparing the company's AI life cycle to that of chipmaking competitor Nvidia (NVDA).

Also, Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead, sits down with Julie Hyman on Market Catalysts to discuss Micron's earnings and why he believes the AI trade is different from the dot-com bubble.

AI-Powered Stock Picking

danelfin - smart investing made easy

#alibaba #china #options

#stocks #investing

#China #Investment #AI - BABA Building More A.I. Infrastructure, Hits 4-Year High: Schwab Network

24 September 2025

Alibaba (BABA) says it is dedicating over $50 billion to building out its A.I. infrastructure, sending the stock soaring to a four-year high. Marley Kayden talks about the momentum it adds to the A.I. trade in China. ‪

@ProsperTradingAcademy‬'s Scott Bauer leans slightly bearish on Alibaba's current position and offers an example options trade for investors.

AI-Powered Stock Picking

danelfin - smart investing made easy

#alibaba #china #options

#Podcast - Nvidia announces $100bn investment in Open A.I. CNBC International Live

23 September 2025

Nvidia unveils plans for a $100bn investment in Open A.I. with the two firms partnering on data centres. CEOs Jensen Huang and Sam Altman tell CNBC the giant investment will release the sector’s potential. Dutch chip equipment maker ASMI slashes its FY forecasts, citing disappointing demand in two key units. Fed board governor and Trump ally Stephen Miran urges the central bank to cut rates by almost two percentage points.

#UK #Google #Investment #A1 - Google owner reveals £5bn AI investment in UK ahead of Donald Trump's state visit | BBC News

16 September 2025

Google's owner Alphabet has announced a £5bn ($6.8bn) investment in UK artificial intelligence. The money will be used for infrastructure and scientific research over the next two years - the first of several massive US investments being unveiled ahead of US President Donald Trump's state visit.

Google's president and chief investment officer Ruth Porat told BBC News in an exclusive interview there were "profound opportunities in the UK" for its "pioneering work in advanced science". The company will officially open a $1bn (£735m) data centre in Waltham Cross, Hertfordshire, with Chancellor Rachel Reeves on Tuesday.