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21.11.25 - 23:09
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Is AI A Catalyst For Growth... Or For Collapse? (ZeroHedge)
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Is AI A Catalyst For Growth... Or For Collapse?
Authored by Charles Hugh Smith via OfTwoMinds blog,
Yes, AI is a catalyst. But for what is not yet knowable.
The current narrative holds that the big problem we need to solve is conjuring up cheap energy to power AI data centers. Fortunately for us, the solutions are at hand: building modular nuclear power plants at scale and tapping North America's vast reserves of cheap natural gas.
Problem solved! With cheap energy to power all the AI data centers, we're on a trajectory of fantastic growth of all the good things in life.
Let's consider the implicit assumptions buried in this narrative.
1. The unspoken assumption here is AI will solve all our problems because it's "smart." But this assumes the problems are intellectual puzzles rather than self-reinforcing, self-destructive structures fueled by corruption and perverse incentives embedded in the system itself.
2. The assumption is that if we replace human workers with apps and rob...
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21.11.25 - 22:30
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Meta Enters Power Trading to Support Its AI Expansion (Bloomberg)
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Meta is entering the power trading market to help support its AI expansion, hoping to help plant developers by committing to long-term energy contracts. Bloomberg's Riley Griffin discusses the plan with Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)...
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21.11.25 - 22:30
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AI, Crypto Anxiety Creates Volatile Week for Markets (Bloomberg)
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Bloomberg's Caroline Hyde discusses the wild ride markets have been on as AI and crypto anxiety hit investors. Plus, OpenAI is teaming up with Foxconn to design AI data center hardware in the US. And Cerebras CEO Andrew Feldman shares his thoughts on the US approval for advanced AI chips to be sold to the Middle East. (Source: Bloomberg)...
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21.11.25 - 21:42
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Hedge Against AI Crash Emerges in Credit (Bloomberg)
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Oracle is quickly emerging as the credit market's barometer for AI risk. Leslie Falconio from UBS Global Wealth Management and Jim Schaeffer from Aegon Asset Management speak on "Bloomberg Real Yield" about the possible risks in credit. (Source: Bloomberg)...
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21.11.25 - 21:12
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Investors Weigh Macro Risks as AI Anxiety Rises (Bloomberg)
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Eric Beiley, managing director and wealth manager for The Beiley Group at Steward Partners, discusses the volatility in the markets and the macro factors impacting investors. He joins Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)...
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21.11.25 - 20:30
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This Is the Clearest Indication Amazon Is Going to Be the Next Decade’s Big AI Winner (24/7 Wall St.)
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Amazon (NASDAQ:AMZN) is poised to surpass Walmart (NYSE:WMT) as the world's largest company by annual revenue this year. With trailing 12-month figures showing the two currently running neck-and-neck, Amazon's faster trajectory now has analysts believing it will pull ahead in calendar 2025 comparisons. This milestone marks a shift from traditional retail dominance to a tech-driven ... This Is the Clearest Indication Amazon Is Going to Be the Next Decade's Big AI Winner
The post This Is the Clearest Indication Amazon Is Going to Be the Next Decade's Big AI Winner appeared first on 24/7 Wall St.....
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21.11.25 - 20:30
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Meta Platforms’ Hidden AI Flywheel Is About to Crush the Competition (24/7 Wall St.)
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Many investors still view Meta Platforms (NASDAQ:META) as primarily a social media company running Facebook and Instagram. While that foundation remains core, the company has evolved into a broad technology powerhouse with advertising, messaging, hardware, and now artificial intelligence at its center. The stock has delivered strong returns over the years, but occasional missteps — like ... Meta Platforms' Hidden AI Flywheel Is About to Crush the Competition
The post Meta Platforms' Hidden AI Flywheel Is About to Crush the Competition appeared first on 24/7 Wall St.....
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21.11.25 - 20:15
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The New Bubble: How AI And Passive Investing Have Turned The Market Into A Powder Keg (ZeroHedge)
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The New Bubble: How AI And Passive Investing Have Turned The Market Into A Powder Keg
Authored by Chris Macintosh via InternationalMan.com,
The US equity market is a bubble.
Here is why:
In my mind, to be defined as a “bubble” the potential for a sudden “pop” needs to be there.
No matter how you define it, the probability of an extremely large drawdown in the S&P 500 has exponentially increased in the past few years.
This doesn't mean it is a high probability — it just means the tail has gotten much fatter.
The main reason for this is index concentration is now being coupled with earnings concentration.
Firstly, passive investing has clearly contributed to the top market caps consistently outperforming over the past decade.
Passive is inherently pro-momentum. As these stocks were rewarded, it became easier for the companies to use their balance sheet for buying up competitors, seeking top talent, cheap access to debt so they could buy back more shares, etc.
It has been a snowball o...
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21.11.25 - 20:15
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CapEx Spending On AI Is Masking Economic Weakness (ZeroHedge)
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CapEx Spending On AI Is Masking Economic Weakness
Authored by Lance Roberts via RealInvestmentAdvice.com,
The U.S. economy's recent growth has a distinctive engine: large‑scale capital expenditures (capex) tied to artificial intelligence (AI). Firms such as Microsoft, Alphabet (Google), Meta Platforms, and Amazon have announced massive investments in data centers, servers, networking equipment, and AI infrastructure.
As noted by Investing.com:
“Artificial intelligence is consuming capital faster than investors can recalibrate. Bank of America now sees global hyperscale spending rising 67% in 2025 and another 31% in 2026, with total outlays climbing to $611 billion. That is a $145 billion increase in just one month's estimates.
The surge shows how cloud giants are doubling down. Google raised its 2025 capital budget to $92 billion, Microsoft plans even faster growth into fiscal 2026, and Meta now expects spending of about $100 billion in 2026. Amazon's data center capacity is on tr...
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