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AI data center boom adds almost 20K U.S. payroll jobs a month, RenMac says
[Glowing light streak mesh passing between buildings in the City of London finance district.] Tim Robberts Industries tied to the artificial intelligence data center boom are adding almost 20K payroll jobs a month, up from a flat trend a y…
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…
AI spending to drive another strong S&P 500 earnings season, Goldman Sachs says
[Person checking investment portfolio on mobile phone and analysing financial reports on tablet with growth metrics] Images By Tang Ming Tung/DigitalVision via Getty Images Goldman Sachs expects the S&P 500 (SP500 [https://seekingalpha.com…
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…
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…
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…
[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…
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…
Top 3 British Founder Led Stocks With Revenue Growth Over 10%
With UK services companies still showing modest growth and cost pressures in recent PMI data, investors are taking a closer look at leaders who have a personal stake in steering through this mix. Founder led businesses in Britain often tie…
New York City bans AI use for students through 8th grade
[Banner full art image poster collage of anonym schoolgirl wear backpack read book artificial intelligence bubble alarm time] Deagreez/iStock via Getty Images New York City, the largest U.S. school district, is imposing a one-year moratori…
Goldman Sachs refreshes conviction lists on both sides of the Atlantic
Investing.com -- Goldman Sachs updated its U.S. and European conviction lists for September, adding several new names as it refreshed its highest-conviction ideas heading into the autumn. In the U.S., the bank added Vertex Pharmaceuticals…
BOE chief warns G20 of AI threats to financial stability, equity markets
[Bank of England Monetary Policy Report Press Conference] Carl Court/Getty Images News Frontier artificial intelligence models pose a growing threat to financial stability, while the increased use of leverage in equity markets and stretche…
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…
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…
[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…
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…
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…
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…
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…
Wise gains PayNet access to support DuitNow QR payments in Malaysia
Wise has secured direct access to Malaysia's national payments infrastructure, operated by Payments Network Malaysia (PayNet), enabling support for DuitNow services. The company said the integration will allow Wise app users to make paymen…
Key Points Interested in Wise plc? Here are five stocks we like better. Wise delivered strong Q1 growth with active customers up 21% to nearly 12 million, cross-border volume up 26% to $69 billion, and customer balances up 31% to $31 billi…
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…
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…
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…
Wise (LSE:WISE) Stock Sees Split Analyst Revisions As Growth Outlook Improves
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Wise Group sits at the center of an active price target debate, wit…
‘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…
'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…
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…
This Week In Digital Payment - Austrian Social Commerce Booms With 12.4 Percent Growth
The Austrian social commerce market is experiencing notable expansion, with projections indicating an annual growth rate of 12.4% and a market value of $15.60 billion by 2026. This growth is fueled by mobile and cross-border transactions,…
Wise unveils $500m share buyback after strong results
Wise unveils $500m share buyback after strong results Proactive uses images sourced from Shutterstock Wise PLC (LSE:WISE, FRA:6WS) reported a sharp rise in profit and customer activity in the 2026 financial year and unveiled plans for a ne…
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…
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…
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.…
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…