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There have been head fakes before, but this time may be different as the latest stock rotation out of AI is just getting started, analysts say
Investing
There have been head fakes before, but this time may be different as the latest stock rotation out of AI is just getting started, analysts say
By Jason MaDecember 13, 2025
Oracle co-founder, CTO and Executive Chairman Larry Ellison listens as U.S. President Donald Trump speaks to reporters in the Oval Office of the White House on February 03, 2025 in Washington, DC.
Investing
Oracle’s huge AI bets are spooking Wall Street—a 12% plunge wiped out the market’s early gains
By The Associated PressDecember 11, 2025
Mark Zandi, chief economist at Moody's Analytics, pictured in May 2023, warns of record debt issuance by AI companies during an infrastructure boom.
Big Tech
Borrowing by AI companies represents a ‘mounting potential threat to the financial system,’ top economist says 
By Nino PaoliDecember 9, 2025
Photo of Jensen Huang
AI
Nvidia CEO says data centers take about 3 years to construct in the U.S., while in China ‘they can build a hospital in a weekend’
By Nino PaoliDecember 6, 2025
Construction workers are getting a salary bump for working on data center projects during the AI boom.
AI
Construction workers are earning up to 30% more and some are nabbing six-figure salaries in the data center boom
By Nino PaoliDecember 5, 2025
More than 1,000 Amazon employees sign open letter warning the company’s AI ‘will do staggering damage to democracy, our jobs, and the earth’
AI
More than 1,000 Amazon employees sign open letter warning the company’s AI ‘will do staggering damage to democracy, our jobs, and the earth’
By Nino PaoliDecember 2, 2025
Photo of Michael Burry
Investing
‘Big Short’ investor Michael Burry calls Tesla stock ‘ridiculously overvalued’ and warns on Musk’s pay plan
By Marco Quiroz-GutierrezDecember 1, 2025
A trader on the floor of the New York Stock Exchange
Investing
U.S. stocks lift on the last day of November as Wall Street eagerly awaits the results of Black Friday
By The Associated PressNovember 28, 2025
Photo: WASHINGTON, DC - NOVEMBER 19: Nvidia CEO Jensen Huang listens as U.S. President Donald Trump speaks at the U.S.-Saudi Investment Forum at the Kennedy Center on November 19, 2025 in Washington, DC. The forum is intended to bring together business leaders, innovators and political leaders with the goal of strengthening economic ties and promoting investment between the United States and Saudi Arabia.
Investing
Investors ignore Nvidia as an across-the-board global rally in stocks gets underway
By Jim EdwardsNovember 26, 2025
Nouriel Roubini, chief executive officer of Roubini Macro Associates Inc., during a Bloomberg Television interview on the sidelines of the Qatar Economic Forum (QEF) in Doha, Qatar, on Wednesday, May 24, 2023.
Economy
‘Dr. Doom’ Nouriel Roubini breaks with the crowd on the AI bubble, saying the U.S. is headed for a ‘growth recession’ and not a market crash
By Eva Roytburg and Nick LichtenbergNovember 25, 2025
Deloitte name atop its regional headquarters in Washington, D.C.
AI
Deloitte allegedly cited AI-generated research in a million-dollar report for a Canadian provincial government
By Nino PaoliNovember 25, 2025
As Google eyes exponential surge in serving capacity, analyst says we’re entering ‘stage two of AI’ where bottlenecks are physical constraints
AI
As Google eyes exponential surge in serving capacity, analyst says we’re entering ‘stage two of AI’ where bottlenecks are physical constraints
By Marco Quiroz-GutierrezNovember 23, 2025
Wall Street eyes a possible culprit in this week’s head-spinning stock market reversal: Bitcoin
Big Tech
Wall Street eyes a possible culprit in this week’s head-spinning stock market reversal: Bitcoin
By Jason MaNovember 22, 2025
Photo: Representative Jake Ellzey, a Republican from Texas, James Danly, US deputy secretary of energy, Greg Abbott, governor of Texas, Sundar Pichai, chief executive officer of Alphabet Inc., and Amanda Peterson Corio, global head of data center energy at Google, left to right, during a media event at the Google Midlothian Data Center in Midlothian, Texas, US, on Friday, Nov. 14, 2025. Alphabet Inc.'s Google plans to invest $40 billion in three new Texas data centers, ramping up its footprint as competitors such as OpenAI and Anthropic PBC map out their own multibillion-dollar bets in the state. Photographer: Jonathan Johnson/Bloomberg via Getty Images
Investing
Big 5 AI ‘hyperscalers’ have quadrupled their use of debt to fund operations, Bank of America says
By Jim EdwardsNovember 19, 2025
OpenAI CEO of Applications Fidji Simo is heading the company's mental health initiative.
AI
OpenAI’s Fidji Simo says Meta’s team didn’t anticipate risks of AI products well—her first task under Sam Altman was to address mental health concerns
By Nino PaoliNovember 18, 2025
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