On this episode of “Uncanny Valley,” guest Brian Merchant walks us through a historical framework he used to analyze whether ...
Tech companies are pouring billions into AI chips and data centers. Increasingly, they are relying on debt and risky tactics.
In a remarkable display of financial prowess, Nvidia's chief executive Jensen Huang has silenced critics and rejuvenated global equity markets with an outstanding quarterly earnin ...
This vision doesn't appeal to many people, who criticize Microsoft every time it releases a statement about the Windows ...
Fashion is experimenting with AI, but evidence that it makes a return on investment is lacking. If we’re heading for an AI ...
Discover why Amazon (AMZN) is a top long-term growth stock, with strong AWS performance, upside potential, and a compelling ...
The company also offered strong guidance for the current quarter, saying it expects about $65 billion in revenue, well ahead ...
Nvidia’s sales of the computing chipsets powering the artificial intelligence craze surged beyond the lofty bar set by stock ...
But here’s where the accounting plot twists. Microsoft also pays OpenAI, sharing roughly 20% of revenue from Bing (yes, Bing) ...
Loftus Peak's Chief Investment Officer, Alex Pollak, says that his firm is carefully managing the perceived AI bubble by ...
By the end of H1 this year, very little around AI investment had been seen in public bond markets, with the sector’s ...
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Investing in AI – the ultimate bubble

Is it “different this time”, or are we in the mother of all bubbles? The economics of AI should give investors pause for ...