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29.09.26 - 18:48
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OpenAI Scraps Debut of AI Model as It Sets New Guardrails (Bloomberg)
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OpenAI is holding back a version of its Astra model while it establishes stronger safeguards for artificial intelligence development, flagging heightened risks after a spate of recent rogue AI hacking incidents.
Bloomberg Tech Anchor, Ed Ludlow discusses the move, as well as broader AI fears impacting the markets. (Source: Bloomberg)...
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29.09.26 - 17:46
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AI Is Repricing Capital Before It Reprices The Economy (ZeroHedge)
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AI Is Repricing Capital Before It Reprices The Economy
Authored by Cory Frank via RealClearMarkets,
Earlier this month, the Federal Reserve raised the target range for the federal funds rate by 25 basis points, to 3.75 to 4 percent. Inflation remains elevated even as economic activity continues to expand, productivity is strong and capital investment remains robust.
At Jackson Hole a few weeks earlier, Fed Chairman Kevin Warsh highlighted another unusual feature of the economy. Business capital spending is rising rapidly, and he estimated that more than half of its growth this year can likely be attributed to the artificial intelligence buildout.
AI did not cause the Fed's latest rate increase. Inflation, energy prices, and broader economic demand all matter. But the confluence raises a question that receives far less attention than whether AI will eliminate jobs or justify technology valuations:
What is the AI investment boom doing to the price of capital before the productivity gains arrive...
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29.09.26 - 17:31
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Santos: AI Euphoria Meets Reality (Bloomberg)
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Gabriela Santos, Chief Market Strategist for the Americas at JPMorgan Asset Management says the recent surge in Treasury yields looks overdone, arguing the US economy is resilient but normalizing rather than booming. She urges investors to favor high‑quality large caps over speculative AI plays, watch leverage and stay selective in banks as secular AI forces drive market dispersion. (Source: Bloomberg)...
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