#asia #ai - China’s New AI Factory SHOCKS Wall Street — Nvidia Investors Fear What Comes Next: 4 Daily News

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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Trade Idea of the Week: RGLD (Royal Gold) Royal Gold is a BUY for Danelfin AI. We highlight every week a stock with a high win rate track record.

Every week, we highlight a stock with a high average win rate for its BUY signals (70% or above after 3 months since 2017), and which is currently rated as a BUY or Strong BUY by Danelfin AI.

#Huawei #Semiconductors #AI #ChinaTech #GlobalTechWar

#usa #ai - AI bubble madness: Why the stock market fell $2,000,000,000,000 in just FIVE HOURS: Geopolitical Economy Report

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.

#usa #ai #investment - Why Americans are reportedly still uncomfortable with AI, WSJ's Greg Ip explains: Yahoo Finance

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...

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#youtube #stocks #AI #investing #tech

Incoming AI CRASH - The Truth Behind the Hype No One Wants to Admit

#usa #ai - Dan Ives: Nvidia put up a masterpiece quarter and threw AI 'bubble' out the window: CNBC Television

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.

#AI #Google - boss says trillion-dollar AI investment boom has 'elements of irrationality' | BBC News

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.

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#ArtificialIntelligence #Google #BBCNews

#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.

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#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.

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#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

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#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

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#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...

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#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?

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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)

#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.