Big Tech
Are we in an AI investing bubble?
It is important to assess where we are along the path of AI adoption, investor enthusiasm and the very real possibility that there will be trouble ahead
No bubble in AI, says JP Morgan Asset Management portfolio manager
‘Valuations don’t seem stretched to me,’ says Joseph Wilson
Judge in Google ad tech case seeks quick fix for web giant's monopolies
[ALEXANDRIA] The US judge considering whether to order a breakup of Google’s advertising technology business asked the Department of Justice (DOJ) on Friday (Nov 21) how quickly such a remedy would ta...
Magnificent 7 is passe. This group of AI stocks can replace it
[NEW YORK] Wall Street’s most powerful collection of stocks, the Magnificent Seven, is looking a tad dated. Make way for the Great Eight. Or maybe the Golden Dozen. Or the TenAI of GenAI.
The US$100 billion Nvidia-OpenAI virtuous circle has an ugly side
The eye-popping partnership shows that AI’s real risk isn’t just a bursting bubble but industry consolidation that shuts out competitors
The perverse consequence of America’s US$100,000 visa fees
Offshoring to India and other countries could accelerate
Options traders brace for Big Tech sell-off with ‘disaster’ puts
Fears of a bubble are mounting, as tech stocks follow a pattern that is “surprisingly similar” to the dot-com bubble of the late 1990s
Hedge funds shift bets to double down on Big Tech amid AI boom
Move comes amid a generational boom in the growth of artificial intelligence
The AI race has big tech spending US$344 billion this year
The four companies are expected to spend more than US$344 billion for the year, with much of it going to the data centres necessary to run AI models
US tariffs, Fed signals, and why Asian markets are staying cool
How did Asian markets react to the Fed’s decision on interest rates? Emily Liu finds out.
