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21.10.26 - 19:49
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Ken Griffin Says AI Is "Almost Certainly" A Bubble As Corporate America Opens Its Anthropic And OpenAI Bills (ZeroHedge)
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Ken Griffin Says AI Is "Almost Certainly" A Bubble As Corporate America Opens Its Anthropic And OpenAI Bills
The man who runs one of the world's most profitable hedge funds and America's biggest market maker has a word for the AI trade, and it starts with a "b".
Speaking at the Future of Global Markets Conference in New York on Tuesday, Citadel founder Ken Griffin told Bloomberg that investors are "almost certainly" in the midst of an artificial intelligence bubble, as many companies are still figuring out how much they will spend on the technology and what, exactly, they are getting for it.
"Corporate America has been very uneven in its ability to extract value from its AI models. I think all of Corporate America is looking at their bills from Anthropic and OpenAI and going, 'Okay, we need to think about how to make sure we're getting productivity out of this.'"
That could be a problem because as BCA Research showed this week, so far AI has not ...
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21.10.26 - 19:49
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Futures Rise As SpaceX Blowout Revives AI Trade; Brent Back Above $110 (ZeroHedge)
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Futures Rise As SpaceX Blowout Revives AI Trade; Brent Back Above $110
US futures are higher as blowout results from SpaceX and a monster preannouncement from Super Micro gave the battered AI trade a reason to bounce, while Elon Musk's open endorsement of a SpaceX-Tesla merger added to the buzz; but with more attacks on shipping around the Strait of Hormuz, oil is back on the rise and as a result Brent is again above $110 while French 10Y yields hit 5% for the first time since 2002. As of 8:00am ET, S&P futures are 0.3% higher while Nasdaq futures are up 0.6% and Dow futures are up 0.1%. That follows a session in which the S&P rose 0.3% to 7,712 with 403 advancers, the most since April, as the equal-weight index jumped 1.15% while the Nasdaq slipped 0.02% in yet another rotation day out of AI. In premarket trading, the AI complex is back in demand with SpaceX up 9.1% and Super Micro up 12.4%, confirming our post from last night, and Nvidia leads the Mag 7 with a 1.3% gain, while Netflix tumbl...
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21.10.26 - 19:06
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AI Research Startup Flapping Airplanes Valued at $6 Billion in Round (Bloomberg)
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Flapping Airplanes, a year-old artificial intelligence startup, has raised $1 billion in funding at a $6 billion valuation — the latest example of investors betting on a newer crop of AI research labs that have yet to introduce commercial products. The financing, set to be announced Wednesday, was led by Index Ventures and Lux Capital. Other participants included Sequoia Capital, Alphabet Inc.'s GV and Kleiner Perkins. The company's valuation, which includes the money raised, has quadrupled fro...
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21.10.26 - 18:33
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DAX-Schluss: KI treibt die Kurse nach oben (Der Aktionaer)
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Der Dax hat nach einem schwächeren Start am Mittwoch wieder den höchsten Stand seit einem Monat erreicht. Mit einem Plus von 1,35 Prozent auf 25.645,04 Zähler ging der deutsche Leitindex aus dem Tag, nachdem er am Nachmittag zeitweise über 25....
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