📉 AI stocks wobble as rate-cut hopes dim
Investors are jittery-honestly. Fewer bets on quick rate cuts, plus whispers of an AI bubble, have year-end markets twitchy.
Big AI names that carried the rally now feel, weirdly, heavy-like party balloons brushing the ceiling.
🔗 Read more
🧑🎨 UK minister tilts toward artists in the AI-copyright fight
A small but striking shift-the government signaled sympathy for creators who want pay when AI trains on their work.
Not a policy drop yet-more like a nod-but it puts pressure on platforms scraping content and calling it fair game.
🔗 Read more
🫤 Worried about an AI bubble? The signs are piling up
Coverage framed the mood this way: soaring capex, sketchy profit math, and vibes that feel a little… 1999-adjacent.
It’s not doom-more a raised eyebrow at valuations and how fast the story got ahead of the spreadsheets.
🔗 Read more
⚡ AI data centers need - a lot more electrons
Energy demand from AI is ballooning, and grids aren’t exactly lounging around with spare capacity.
The takeaway is almost too simple: no juice, no GPUs. Permitting, transmission, and generation all have to sprint.
🔗 Read more
🧮 Nvidia’s rally didn’t save the AI trade
Markets kept wobbling even after solid chip earnings, which is… awkward. Great prints, yet the macro fog lingered.
Traders now ask if the AI trade needs more than one hero stock-probably yes.
🔗 Read more
⚖️ World’s biggest wealth fund warns AI could widen inequality
Different access to AI could split societies, the fund’s chief argued-sharp, and a little chilling.
The vibe is guardrails plus inclusion, or else the tech piles benefits where they already are.
🔗 Read more