Opinion
13hon MSNOpinion
AI bubble fears, the endless K-shaped economy, and insane hyperscaler capex spending
There's no shortage of hot topics for investors to debate at the start of summer. I heard and saw a little bit of everything this week in the markets! First, AI stock concentration has reached the ...
Tether CEO Paolo Ardoino identifies four structural mismatches in Big Tech AI spending, warning the bubble could pose risks ...
Operators, auditors, and SEC filings now question AI lab economics. Inside the lab losses, Karp's warning, and Oracle's ...
The IMF says the real threat is $159 billion in corporate bonds issued by tech giants in just 5 months to fund an AI buildout ...
However, his real claim to fame is that he publicly called the top of the Dot-com bubble. The market decline following that ...
‘My family accidentally paid the BBC licence fee twice for years – now I can’t get a refund’
In your opinion, monthly direct debits had been taken incorrectly from May 2018 to June 2024, and you were entitled to a ...
Explore how China's ancient bathhouse tradition has evolved into trendy 24-hour wellness facilities and social hubs for a new ...
Thom Gibbs imagines a peek inside the full-back’s notes, with his exclusion from this summer’s squad appearing increasingly ...
For his protection — and my own — I locked the doors and retreated to my bedroom. I bit into a tab of Klonopin from my ...
AI stock concentration has reached the same level that resulted in the bursting of previous bubbles, Bank of America ...
AI infrastructure now rivals national‑budget scale, reshaping GDP, compressing FCF by design, and creating uncontestable ...
The measure is simple: the total value of the U.S. stock market divided by the size of the economy, as measured by gross domestic product. It recently climbed past 230%, meaning American stocks are ...
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