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seekingalpha.comPOSITIVO

Is Chinese AI really a bargain, and is U.S. spend spiraling?

[Businessman analysis stock chart in crisis covid-19 for investment in stockmarket and finance business planning selective stock for Stockmarket crash and Financial crisis] primeimages/E+ via Getty Images Two widely accepted narratives abo…

seekingalpha.comPOSITIVO

AI boom shields stocks from G7 bond bear market: Jefferies

[Trading charts background] da-kuk/E+ via Getty Images A sharp decline [https://seekingalpha.com/news/4648050-consumer-confidence-unexpectedly-declines-in-september] in U.S. consumer confidence signals an impending political rout for Repub…

seekingalpha.comNEUTRAL

Yields bite, but 'smart money' still gorging on AI - Vanda

[Facebook Covers Sign At Menlo Park Headquarters] Justin Sullivan/Getty Images News "Equity (SPY [https://seekingalpha.com/symbol/SPY]) (QQQ [https://seekingalpha.com/symbol/QQQ]) positioning has de-risked meaningfully this week as higher…

seekingalpha.comNEGATIVO

AI-driven market momentum is vulnerable amid debt surge, BIS warns

[Close Up Image Of A Stock Market Graph] solarseven/iStock via Getty Images The Bank for International Settlements is warning that the artificial intelligence-driven equity rally is exhibiting growing vulnerabilities as investors increasin…

seekingalpha.comPOSITIVO

Bridgewater’s Jensen says AI could kill people before action is taken

[Robotic Hand Reaching for Warning Alert Symbol with Digital Icons Representing Cybersecurity Threats and Data Protection Concepts in a Futuristic Setting] Blue Planet Studio/iStock via Getty Images Bridgewater's co-chief investment office…

seekingalpha.comNEGATIVO

Trump shrugs off AI existential threat warnings

[AI bubble concept. Human hand holding an AI chip inside a transparent bubbles, Fragile tech boom, speculation, rapid investment growth, hype, market panic risk for artificial intelligence technology.] Ole_CNX * President Trump dismissed c…

seekingalpha.comPOSITIVO

Next leg of AI trade hinges on monetization pace - HSBC

[Businessman touching the brain working of Artificial Intelligence ( AI ) Automation, Predictive analytics, Customer service AI-powered chatbot, analyze customer data, business and technology] Shutthiphong Chandaeng/iStock via Getty Images…

seekingalpha.comPOSITIVO

Why tech investors should track Senate race - RenMac

[Robotic hand pressing a keyboard on a laptop 3D rendering] Guillaume/iStock via Getty Images A striking technical pattern is emerging as midterm elections approach: the fate of artificial intelligence (AIQ [https://seekingalpha.com/symbol…

seekingalpha.comNEGATIVO

Semis vs. software trades as 'photographic negative' on AI moats - Goldman

[Stock Market Data] blackred/E+ via Getty Images The leveraged trading community has engineered a historic inverse trade that Goldman Sachs's Tony Pasquariello on Tuesday characterized as a "photographic negative." Prime brokerage data spa…

seekingalpha.comPOSITIVO

AI boom opens rare bitcoin 'time machine' dip - Cameron Winklevoss

[Bitcoin Cryptocurrency concept] Olemedia/E+ via Getty Images For years, digital assets moved in near lockstep with global money supply expansions. However, while global money supply has continued its steady climb—recently surpassing a rec…

seekingalpha.comNEGATIVO

US draft letter warns allies against joining China's AI framework: report

[AI US China Technology War] wildpixel The U.S. is preparing to ‌tell dozens of countries they must pick sides in the artificial intelligence race with China, warning they will be excluded from a U.S.-led AI coalition if they also sign up…

seekingalpha.comNEGATIVO

Jane Street lost $15B in July after Situational Awareness meltdown: report

[Stock Sell-Off Wall Street Market Ticker Crash 3d Illustration] iQoncept/iStock via Getty Images Jane Street reportedly posted a roughly $15B loss last month after taking a hit from troubles at hedge fund Situational Awareness, which was…

seekingalpha.comPOSITIVO

Markets still underpricing AI’s hit to earnings, Apollo says

[Artificial intelligence, question mark, cognitive ability, digital brain, communication and connection of knowledge by technology, data, futuristic innovation] BeritK/iStock via Getty Images Apollo Global Management’s chief economist, Tor…

seekingalpha.comPOSITIVO

How Citadel’s Situational Awareness deal helped avert a $3T AI selloff

[bad day at wall street] franckreporter Ken Griffin’s Citadel has helped calm investor concerns over a sharp sell-off in global semiconductor stocks, which erased roughly $3T in value, given its decision to buy a significant portion of hed…

seekingalpha.comNEGATIVO

Tech credit risk rises as Oracle CDS hits cycle high, Nvidia spreads widen

[Semiconductor Maker Nvidia Reports Quarterly Earnings] Justin Sullivan/Getty Images News Market anxieties surrounding Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) intensified as the cost to insure the company's debt climbed to mul…

seekingalpha.comNEGATIVO

Michael Burry criticizes AI's 'bad start,' warns of a 'parameter trap'

Astrid Stawiarz Famed investor Michael Burry on Friday voiced strong criticism of the current trajectory of AI development, arguing that the industry is caught in a fundamentally flawed approach. In a Substack note on his "Cassandra Unchai…

seekingalpha.comPOSITIVO

AI stocks now show signs of a bubble – Rockefeller International’s Ruchir Sharma

[AI text inside transparent bubble. Artificial Intelligence, quantum computing. Machine Learning Concepts. Abstract program code. Digital transformation and big data. Ai powered] The artificial intelligence sector (AIQ [https://seekingalph…

seekingalpha.comPOSITIVO

The AI whiplash: Momentum volatility hits 6-year high while S&P 500 sleeps

[AI stock market graph trading analysis investment financial, stock exchange financial forex graph stock market graph chart business crisis crash grow up profits win up trend server digital] panida wijitpanya A stark divergence has emerged…

seekingalpha.comPOSITIVO

‘You have to understand the dominance of the AI theme’ – Evercore’s Julian Emanuel

[Abstract business graph of AI growth. market growth, analysis, and future projections.] MF3d Julian Emanuel, chief equity and quantitative strategist at Evercore, is urging investors to recognize the pervasive dominance of the AI theme ac…

seekingalpha.comPOSITIVO

'The tide is rising': Morgan Stanley doubles down on China's humanoid future

[AI humanoid robot offers a coffee cup and gives a thumbs-up gesture in a modern office or cafe setting. Concept of excellent automated service and quality. Digital assistant robot on a coffee break] Alones Creative Morgan Stanley Research…

seekingalpha.comPOSITIVO

These sectors are still returning cash to shareholders amid AI buildout needs – BofA

[Three stacks of coloured coins] Richard Drury As artificial intelligence capital expenditures continue to surge, a stark divide has emerged between technology giants strapped for cash and old economy sectors flush with returns for investo…

seekingalpha.comPOSITIVO

Broad AI anxiety contrasts with strong personal job security - survey

[Artificial intelligence circuit board 5] Jonathan Kitchen Market sentiment regarding AI's (AIQ [https://seekingalpha.com/symbol/AIQ]) (AIEQ [https://seekingalpha.com/symbol/AIEQ]) impact on employment remains largely pessimistic—yet a str…

seekingalpha.comPOSITIVO

AI is ‘juicing up’ inflation, says Moody’s Mark Zandi

[AI brain help business easier on technology algorithm investing secure invest in stockmarket on money digital] primeimages/iStock via Getty Images Artificial intelligence is “juicing up” inflation rather than delivering the cost savings m…

seekingalpha.comPOSITIVO

Stock market would flounder if traders stripped out AI and energy trades – IBM’s Gary Cohn

[close up view of person professional hand navigating complex digital analytics and financial charts on high resolution tablet display] primeimages IBM Vice Chairman Gary Cohn warned that the stock market would be floundering this year if…

seekingalpha.comPOSITIVO

AI's luxury pricing may face its own DeepSeek moment, Deutsche Bank says

[AI Security System - Data Protection Concepts] Proprietary AI models may struggle to justify their pricing premiums as lower-cost open-weight alternatives rapidly narrow the performance gap, according to Deutsche Bank Research Institute.…

seekingalpha.comPOSITIVO

AI will not be immediately deflationary – MetLife’s Drew Matus

[Abstract Finance Technology Concept] koto_feja/iStock via Getty Images Artificial intelligence is currently having a slightly inflationary effect on the economy rather than the deflationary impact many expect, according to Drew Matus, chi…

seekingalpha.comPOSITIVO

Equity positioning sees sharpest unwind in 15 years as AI trade cracks - Vanda

[Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.] SweetBunFactory/iStock via Getty Images Equity…

seekingalpha.comPOSITIVO

We now live in a world of rolling bubbles – analyst

[Bubble] Petrovich9 The top 10 stocks in the U.S. now represent approximately 45% of total market capitalization, a level of concentration that has broken traditional market trend lines and left investors struggling to determine whether th…

seekingalpha.comPOSITIVO

AI rally faces 'imminent' threat from token cost surge - Wells Fargo

[Close up image of microchip. Integrated circuit IC macro photograph.] Ismed Syahrul/iStock via Getty Images The AI-fueled market rally (SPY [https://seekingalpha.com/symbol/SPY]) (DIA [https://seekingalpha.com/symbol/DIA]) (QQQ [https://s…

seekingalpha.comPOSITIVO

AI infrastructure boom benefiting more than just big tech - Liz Ann Sonders

The artificial intelligence (AIQ [https://seekingalpha.com/symbol/AIQ]) (AIEQ [https://seekingalpha.com/symbol/AIEQ]) buildout is creating opportunities across the market, not just within mega-cap technology stocks (MGK [https://seekingalp…

seekingalpha.comPOSITIVO

The chart AI bulls can't ignore

[Artificial Intelligence digital concept - AI. innovations and technology, digital world] Vertigo3d/iStock via Getty Images A single chart may hold the key to understanding whether the AI (AIQ [https://seekingalpha.com/symbol/AIQ]) (AIEQ […

seekingalpha.comPOSITIVO

'AI exceptionalism' spreads beyond U.S.

[AI - Artificial Intelligence concept. Ai sign inside light bulb.] Vertigo3d/E+ via Getty Images The artificial intelligence (AIQ [https://seekingalpha.com/symbol/AIQ]) (AIEQ [https://seekingalpha.com/symbol/AIEQ]) revolution is reshaping…

seekingalpha.comPOSITIVO

Trump inks executive order for vetting advanced AI models

[The Inauguration Of Donald J. Trump As The 47th President] Anna Moneymaker/Getty Images News President Donald Trump has signed an executive order to increase AI oversight, directing companies to provide the government access to advanced m…

seekingalpha.comPOSITIVO

AI’s impact on jobs stays limited despite rising adoption - Pantheon Macro

[Artificial Intelligence processor unit. Powerful Quantum AI component on PCB motherboard with data transfers.] da-kuk/E+ via Getty Images Artificial intelligence (AIQ [https://seekingalpha.com/symbol/AIQ]) (AIEQ [https://seekingalpha.com/…

seekingalpha.comPOSITIVO

George Noble warns AI trade is ‘overcooked’ as hyperscaler cash flows deteriorate

[Artificial intelligence circuit board 5] Jonathan Kitchen Veteran investor George Noble said the artificial intelligence trade and semiconductor sector have become “totally overcooked,” warning that hyperscaler spending and deteriorating…

seekingalpha.comPOSITIVO

China’s humanoid robotics commercial use cases still ‘fairly restrictive’ – UBP

[3D Render: Industrial Automation AI Accelerated: Autonomous AI Powered Humanoid Robot Work at Factory on Assembly Line. Human Like Robot Working on Complex Detail in Industrial Environment.] China’s humanoid robotics sector is advancing r…