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26.11.25 - 18:06
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Nvidia Rebuts Claims the Ghost of Enron Haunts Its AI Surge (24/7 Wall St.)
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Nvidia's (NASDAQ:NVDA) evolution from a gaming chips maker to the premier supplier for AI systems has been nothing short of astounding. The market has responded in kind, sending its stock soaring 1,000% over the past three years and elevating the company to the most-valuable in the world with a $4.3 trillion capitalization. Yet as demand has ... Nvidia Rebuts Claims the Ghost of Enron Haunts Its AI Surge
The post Nvidia Rebuts Claims the Ghost of Enron Haunts Its AI Surge appeared first on 24/7 Wall St.....
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26.11.25 - 18:01
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Pony AI Plans to Triple Robotaxi Fleet to 3,000 by 2026 as Revenue Jumps (Caixin)
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Pony AI Inc. plans to expand its robotaxi fleet to 3,000 vehicles by 2026, after reporting strong revenue growth in autonomous passenger services in its first earnings release since completing a dual listing in Hong Kong.
The bold expansion underlines the Chinese autonomous driving startup's effort to scale operations and improve unit economics, even as it battles deepening losses and a sliding share price after its Hong Kong market debut.
Listed on both the Nasdaq and the Hong Kong Stock Exchange, Pony AI reported third-quarter revenue from its robotaxi segment surged 89.5% year-on-year to 47.7 million yuan ($6.7 million). As of Nov. 23, the company had 961 robotaxis in operation, up from 270 at the end of 2024 and 726 in late October. The rapid fleet expansion is largely driven by the mass production of its seventh-generation vehicles, manufactured in partnership with BAIC Group's electric car unit Arcfox and GAC Aion. Some 667 units have already rolled off the production line.
The company said the co...
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26.11.25 - 17:42
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UBS: AI Mania Has More Fuel, Dubs GenAI The "Steam Engine Of The Mind" (ZeroHedge)
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UBS: AI Mania Has More Fuel, Dubs GenAI The "Steam Engine Of The Mind"
As chatter about an AI-driven market bubble grows louder across Wall Street, with nearly half of BofA's Fund Manager Survey respondents calling the AI/data-center boom a bubble, UBS analysts are out with a note insisting there is plenty more bubble-blowing ahead.
UBS analyst Andrew Garthwaite wrote that his bullish target for the MSCI AC World is 1,090 by end-2026 (+11%). But he noted that if GenAI delivers even half the productivity surge that late-1990s Tech was believed to produce, the S&P 500 could "easily" justify 7,000.
"We think Gen AI - 'the steam engine of the mind' - will increase productivity more than TMT did back in the late 1990s," Garthwaite told clients.
He continued, "We also now have all 7 preconditions for a bubble that we are not yet in (historically, the P/E at a bubble peak has been 45x-72x on 12-month trailing earnings for 30-43% of global market cap versu...
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26.11.25 - 17:06
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Yann LeCun: Der KI-Pate verlässt Meta (Sueddeutsche)
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Yann LeCun hat viele Grundlagen für Sprachmodelle wie Chat-GPT geschaffen, beim Facebook-Mutterkonzern Meta war er lange Chefwissenschaftler. Nun aber geht er, weil er an der Technologie zweifelt....
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26.11.25 - 17:01
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Alibaba Scales Back Retail Spending, Dismisses AI Bubble Fears (Caixin)
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Alibaba Group Holding Ltd. will substantially reduce spending on its instant retail arm after a quarter marked by deep subsidies, while its chief executive dismissed fears of an artificial intelligence bubble and warned that hardware constraints will likely endure for years.
The strategic shift, outlined during the company's earnings call Tuesday, underscores Alibaba's bid to balance profitability in its core e-commerce operations with capital-heavy expansion in cloud computing. Chief financial officer Toby Xu said investment in its instant retail service “Taobao Flash Sale” peaked during the September quarter and will decline sharply next quarter as operations become more efficient and scale plateaus.
The company's aggressive move into instant retail delivered fast revenue growth at a steep cost. Revenue from the segment — which includes Taobao Flash Sale and Ele.me — surged 60% year-on-year to 22.9 billion yuan ($3.2 billion), but accompanying subsidies slashed profit for Alibaba's China e-c...
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