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)
9 October 2025
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.
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.
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.
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.
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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.
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.
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.
Premiered on 13 September 2025
Pinterest (PINS) CEO Bill Ready sat down with Yahoo Finance executive editor Brian Sozzi at the 2025 Goldman Sachs Communacopia and Technology Conference to discuss the social media platform's growth within user demographics like Gen Z and the site's adoption and deployment of AI tools to enhance online shopping experiences.
For more CEO commentary from the 2025 Goldman Sachs Communacopia and Technology Conference, catch Brian Sozzi's full interviews with the chief executives from Verizon Communications (VZ) and Snowflake (SNOW).
8 September 2025
"It seems like there hasn't been an 'awe dropping' event in nearly a decade" for Apple (AAPL), says Ross Gerber. He says part of the issue around Apple's annual product event is that it needs to boost the battery life on their new iPhones to support new features the company adds to its hardware. On A.I., he sees a partnership with Alphabet (GOOGL) as a best case scenario for an innovative step forward.
Streamed live 11 hours ago
The information in this presentation is subject to, and should be considered with, the disclaimers and related materials noted therein, including Palantir's related press release and SEC filings, which are available on Palantir's investor relations website at investors.palantir.com. The information in this presentation represents our views as of August 4, 2025, the date of this presentation.
We undertake no intention or obligation to update or revise such information, whether as a result of new information, future events, or otherwise, except as required by applicable law. Past performance is not necessarily indicative of future results.
Copyright © 2025 Palantir Technologies Inc. and / or affiliates.
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24 October 2025 Investors have grown more concerned over the run-up in tech stocks and valuations of private AI companies, stoking fears of ...
