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24.11.25 - 01:01
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Cover Story: The AI Boom′s Unsettling Paradox (Caixin)
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A surge in generative AI has supercharged the technology sector in the United States, catapulting the “Magnificent Seven” tech giants to new heights and powering the American economy.
But as company valuations soar, a wave of mass layoffs is sending a chill through the workforce, creating a stark paradox of unprecedented growth and widespread job insecurity.
The seven firms — Apple Inc., Alphabet Inc., Meta Platforms Inc., Nvidia Corp., Tesla Inc., Amazon.com Inc. and Microsoft Corp. — have been the core engine of U.S. equity market gains for the past three years. Since the beginning of 2023, the Nasdaq Composite Index has soared more than 140%, breaking 24,000 points by late October, while the S&P 500 has climbed over 70%.
Yet this corporate boom, fueled by record earnings and large AI infrastructure investment, is unfolding alongside the relentless drumbeat of job cuts. From Amazon to Google, thousands of positions have been slashed as the AI revolution powers ahead.
According to data from...
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24.11.25 - 00:36
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China′s AI stock rally has room to run as valuations lag US giants: Goldman (SCMP)
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The artificial intelligence-led stock rally in China is far from a bubble, as the nation's technology firms still have room to expand valuations and earnings through their focus on applications, according to Goldman Sachs' chief China equity strategist.
China's approach to investing more capital in AI applications as opposed to the US strategy of focusing on computing power gave investors “comfort that its AI monetisation capability could be better, at least in the short term”, Kinger Lau said......
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23.11.25 - 18:12
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AI Data Centers and the Need for More Electrons (Bloomberg)
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Electricity demand is set to jump about 25% after years of stagnating as AI, data centers and electrification strain a grid built for slower times.The supply of energy might seem like it's on a collision course with the demand as President Trump seeks to boost fossil fuels and undo former President Biden's support for clean energy, but the markets show a different reality. We unpack why the US may need all forms of energy with BloombergNEF's Ethan Zindler, former Energy Secretary Dan Brouillette and Sunrun CEO Mary Powell. (Source: Bloomberg)...
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23.11.25 - 18:06
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2 World Class Funds That Avoid The AI Bubble and Mag 7 Stocks (24/7 Wall St.)
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A Magnificent 7 AI Bubble?One of the most talked-about topics of late is the fear of an AI bubble. Trillions of dollars have been committed to its development, and its rapid ascent has stoked fears by a number of savvy market watchers and insiders that the AI industry is wildly overvalued, similar to the dotcom ... 2 World Class Funds That Avoid The AI Bubble and Mag 7 Stocks
The post 2 World Class Funds That Avoid The AI Bubble and Mag 7 Stocks appeared first on 24/7 Wall St.....
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23.11.25 - 17:18
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Minister indicates sympathy for artists in debate over AI and copyright (The Guardian)
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People rightly want to get get paid for their work, says Liz Kendall, in apparent change of tack to predecessor The technology secretary, Liz Kendall, has indicated she is sympathetic to artists' demands not to have their copyrighted works scraped by AI companies without payment and said she wanted to “reset” the debate.In remarks that suggest a change in approach from her predecessor, Peter Kyle, who had hoped to require artists to actively opt out of having their work ingested by generative AI systems, she said “people rightly want to get paid for the work that they do” and “we have to find a way that both sectors can grow and thrive in future”. Continue reading......
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23.11.25 - 14:01
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Apple iOS 27 to Be No-Frills ′Snow Leopard′ Update, Other Than New AI (Bloomberg)
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Apple's next major iPhone software update — iOS 27 — will have two major elements: quality improvements and artificial intelligence features. Also: The report on Tim Cook's imminent departure as CEO is premature, and OpenAI continues poaching Apple engineers. Lastly, the iPhone Air designer who introduced the device has left the company....
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