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Investors are flocking to leveraged semiconductor ETFs

CoreWeave bond rout tests market’s math on AI buildout

CoreWeave stock wipeout exposes divide between AI fear and greed

CoreWeave Inc. is navigating turbulent stock trends due to climbing bond yields and investor trepidation over its debt, raising fears of default. Although a temporary boost followed optimistic comments from Nvidia's CEO, the overall sentiment leans towards caution. Analysts belie

IMF Sounds Alarm Over AI’s Threat to Government Tax Bases

The head of the International Monetary Fund has warned financial ministers that widespread AI adoption could erode tax bases across the world as incomes are squeezed by the technology. Kristalina Georgieva, the managing director of the IMF, said governments may be ill-prepared fo

US tells election officials to be on guard against AI-powered tricks ahead of midterms

US's AI task force sets path for study and reviews, leader tells CNBC

US stocks: S&P 500 muted as AI concerns hit chip stocks; bank gains lift Dow

The S&P 500 showed little movement as semiconductor stocks decreased due to AI-related concerns and market pressures. Gains in banking stocks such as Goldman Sachs and JPMorgan Chase helped offset broader losses on the index. Concerns about debts of companies like CoreWeave inten

Central bankers eye higher rates as AI boom fuels scramble for cash

IMF chief urges cooperation on AI and war risks, as US hails economic momentum

Data Centers Drive Surge in India’s Renewable Power Demand

Plans for huge data center buildouts in India are set to hike clean energy demand in the country, and local renewable energy providers expect demand to outstrip supply. “Even if just five gigawatts of data center capacity comes to India, which is a conservative estimate, you will

LTM Q2 Results: PAT remains flat at Rs 1,380 crore; revenue rises 14% YoY; co declares Rs 25 per share dividend

LTM reported a marginal 0.1% decline in Q2 FY27 profit to Rs 1,379.9 crore, while revenue rose 13.6% to Rs 11,807.6 crore. Enterprise AI and Business AI revenue grew 47%, and the company declared an interim dividend of Rs 25.

China plans AI export curbs to exert control over key tech

Chinese AI startups have made significant progress in closing the gap on US industry leaders.

Germany to unveil Nvidia AI agreement next week, government sources say

What this bankruptcy says about AI startups

Character.AI collected millions of users, making it a very appealing acquisition. Google took a unique route to "acquiring" it, hiring away its founders and licensing its technology. Now Character.AI is filing for bankruptcy. Here's what to know.

CoreWeave stock, bond set for weekly plunge as rate-hike fears hit AI bet

As AI rally wobbles, stock market's spotlight turns to earnings

Hadapi Tantangan Global, CIMB Gelar Acara Bahas AI hingga Supply Chain

CIMB Niaga menggelar Business Summit 2026 untuk bahas tantangan ekonomi global, AI, dan supply chain.

European markets mixed as investors reassess AI spending risks

SOXX extends losing streak to eight sessions as AI trade faces pressure

AI threatens democracy. But we are not powerless: here’s how to fight back | Carine Fouteau

Tech platforms pillage public-interest journalism for profit. But we have leverage as they sow the seeds of their own downfall Carine Fouteau is president and publishing director of the French investigative news outlet Mediapart Big tech companies pose an immeasurable threat: soc

Dollar heads for weekly fall as investors gauge AI selloff impact

From worst to best: How IT stocks staged a Rs 2.6 lakh crore revival this week

Indian IT stocks staged a sharp comeback this week, adding Rs 2.6 lakh crore in market value as the sector gained 12% to become the best-performing index. Better-than-expected Q2 earnings, positive management commentary and a selloff in AI-linked stocks helped revive sentiment, e

Schneider Electric raises 2026 targets again on booming data centre demand

+31% MTD: Big tech spills over into these AI-picked mid-cap consumer plays

HFCL’s AI, data centre exposure drives Nuvama’s Buy call; target implies 56% upside

Nuvama has initiated coverage on HFCL with a ‘Buy’ rating and a target price of Rs 380, implying a 56% upside from its reference price of Rs 244. The brokerage expects the company’s shift towards telecom and networking products, along with rising demand from data centres and expo

AI debt crisis? CoreWeave sell-off rattles tech investors

CoreWeave’s share and bond sell-off has intensified concerns over the debt financing behind the AI infrastructure boom. With around $50 billion in debt and bond yields above 16%, investors are questioning whether future AI revenues can justify rising borrowing and infrastructure

Microsoft’s AI strategy gains traction as Wall Street bets on cloud growth

Microsoft heads into its October 28 earnings report amid bullish analyst sentiment, driven by Azure growth and AI adoption, as investors assess monetisation, capital expenditure and profitability prospects.

Global hedge funds suffer steep losses as AI trade unwinds, Asia funds hit hardest

Global hedge funds suffered steep losses as investors unwound artificial intelligence-related trades amid inflation concerns and expectations of higher interest rates. Asia-focused stock pickers were hit hardest, losing 6.8% in early October, while global fundamental long-short f

Asean companies keen on AI for business benefits, despite its energy costs

Firms should assess not just the token prices before building an AI application, but also its carbon footprint, says an expert.

Malaysia’s growth tops forecasts as AI boom drives export surge

Gross domestic product rose 5.3% in the three months through September from a year earlier.

Global Market: South Korean shares rebound, but head for biggest weekly loss in 18 years

South Korea’s KOSPI rebounded 2.36% on bargain hunting after a steep selloff, but remained on track for its biggest weekly decline since October 2008. Concerns over AI investment sustainability and continued foreign selling weighed on investor sentiment.

Malaysia's economy grows 5.3% year-on-year in Q3: Advance estimate

Malaysia has benefited from a global boom in artificial intelligence infrastructure that has driven demand for its tech products and semiconductors.

Japan's Kioxia sheds two-thirds of peak market value as China chip rivals emerge

Dow jumps 556 pts while Nvidia keeps bleeding, our AI spotted the pivot weeks ago

G7 to launch exercises to guard against AI cyber attacks

Taiwan plans $4 bln Texas park to support Nvidia’s AI supply chain - Bloomberg

Citi spots AI upside in two software stocks despite earnings and execution risks

Euro gets much-needed reprieve as AI wobbles rock the dollar

The dollar is about to experience its first weekly decline in five weeks amid AI investment concerns. The euro has rebounded from a 17-month low as US yields fall. Investors are worried about the profitability of data centre operators amidst AI stock volatility. Federal Reserve C

Global Market Today: Asian stocks advance as selloff in chips eases

The MSCI Asia Pacific Index advanced 0.6%, led by stocks in South Korea. Chip stocks rose with Samsung Electronics Co. and SK Hynix Inc. both edging higher. Earlier, the S&P 500 erased losses and edged up to close 0.3% higher on Thursday.

Singapore’s key exports soar beyond expectations in September on AI and non-electronics boom

This marks the seventh consecutive month of double-digit expansion.

IT stocks power Dalal Street rally as global AI trade loses steam

The rally came even as concerns over sticky US inflation and the prospect of further monetary tightening weighed on global markets, triggering a sell-off in technology stocks across Asia, particularly in South Korea and Taiwan.

Interactive Brokers outlines $0.60 annual dividend plan while expanding autonomous AI trading rollout

How a midterm sweep by Democrats could turn this tech selloff into a tech crash

Popular AI names are under pressure again this week — but the pain could worsen after the Nov. 3 election.

Don’t ditch tech stocks just yet. Make these moves to take advantage of the latest AI reset.

Investors have a ‘love-hate relationship’ with tech stocks now — and experts recommend selectively hunting for bargains while also betting on the major cloud companies.

CoreWeave’s polarizing stock rebounds as Wall Street squares off about AI spending

Wall Street’s views on CoreWeave are starkly divisive as investors pay more attention to the financial details of big artificial-intelligence companies.

US stocks: Dow, S&P 500 end higher as traders shift from AI to healthcare

After a rocky start, the S&P 500 experienced a resurgence, largely spurred by investments in the healthcare and consumer segments. Investors seemed to distance themselves from technology stocks, anxious about mounting debts in the AI sector. Eli Lilly and UnitedHealth rose thanks

AI stock selloff eases as investors buy on dips amid falling bond yields

A selloff in risky AI-linked stocks eased as buyers returned to technology amid falling bond yields. CoreWeave experienced significant stock declines and bond yield concerns raised worries about rising financing costs. Major AI laboratories like Anthropic and OpenAI reflected slo

Explainer-Why CoreWeave's troubles are rattling the AI boom

Amazon launches two new portable AI listening devices

Anthropic grants outside evaluator METR employee-level access in AI safety push

S&P 500’s road to 8,000 grows tougher as yields rise, AI doubts mount; all eyes on quarterly earnings

Analysts are doubtful about the S&P 500 crossing the 8,000 points mark despite strong earnings expectations. The rise in oil prices and bond yields has increased market uncertainty ahead of midterm elections. Major technology companies have reported mixed outcomes indicating pote

CNN, Axios and other publishers join Google's AI news program

Germany plans AI cooperation deal with Nvidia, Handelsblatt says

Nvidia, Apple each gave $25 million for Trump's ballroom, Washington Post reports

Jensen Huang says Nvidia does not need to backstop CoreWeave

Most neocloud stocks rated Hold or worse as Gartner flags AI infrastructure risks

Micron Technology is lagging Eli Lilly, Berkshire Hathaway, and maybe soon Walmart in market cap

Data Centers Become Targets in Wars in Ukraine, Russia and the Middle East

Military forces have sought to damage the computing hubs that power online services and artificial intelligence systems.

Traders pile into bonds and defensive stocks as the ‘tech wreck’ picks up steam

A continued selloff in the AI trade is forcing investors to move from tech names to the relative safety of government bonds and defensive stock sectors.

Tech market sell-off deepens amid fears over US inflation and AI debt

Chip makers and tech investors such as Samsung and SoftBank plunge as potential interest rate hikes spook markets Business news – live updates Larry Elliott: the global economy is muddling through. But a storm is coming An accelerating sell-off of AI-linked shares has hit global

SIA passenger traffic up 2.8% in September; cargo demand jumps on AI, chip shipments

Singapore Airlines’ passenger traffic grew 3% in September, while capacity rose 3.6%.

US stocks: Nasdaq slides toward one-month low as AI selloff deepens, inflation pressures build

On Thursday, the Nasdaq index fell sharply, hitting near a near-month low amid rising concerns about how increasing interest rates might impact investments in artificial intelligence and related sectors.

US chip stocks set to wipe out $2 trillion after latest selloff

Micron, Nvidia and other chip stocks face renewed pressure as AI fears swell

Reported details about Anthropic’s financial progress are adding to concerns about the health of the AI ecosystem.

US stocks: CoreWeave's slump puts spotlight on debt behind AI boom

CoreWeave's financial distress is highlighted by its $50 billion debt and significant default risks, causing stock prices to drop. Investors express concerns about how the AI industry's expansion is financed, especially with rising interest rates. The company's efforts to secure

Tech stocks tumble: What investors should watch for as doubts grow over AI spending

Investors should look beyond companies’ spending announcements to how they actually make money from AI, analysts said.

US Treasury pushes global partners to rename AI as 'super intelligence'

Video: Data Center Makin Pesat, Kebutuhan Air Jadi Sorotan

Data Center Makin Pesat, Kebutuhan Air Jadi Sorotan

CERN and Mistral partner to build Flare, a new AI model for physics

Explainer-Why are credit default swaps unnerving AI investors?

CoreWeave's slump spotlights growing burden of debt behind AI boom

AI boom puts growing strain on electricity grids, says Hitachi Energy CEO

Speaking to CNA at the Bloomberg New Economy Forum in New Delhi, Hitachi Energy’s Andreas Schierenbeck says expanding electricity networks is essential to meeting rising energy needs.

Global Market: Asian currencies slide as hot US inflation fuels Fed rate hike bets; won hits two-week low

Emerging Asian currencies weakened as hotter-than-expected US inflation revived Federal Reserve rate hike concerns, boosting the dollar and triggering a sell-off in AI-linked stocks. South Korea's won, Taiwan dollar, Philippine peso and Indonesian rupiah came under pressure amid

Dana Haji Tembus Rp184 Triliun, BPKH Kebut Transformasi Digital

Ketua BPKH, Firmansyah, ungkap dana haji mencapai Rp184 triliun. Digitalisasi dan AI penting untuk pengelolaan yang transparan dan aman bagi jemaah.

AstraZeneca strikes $40 million AI drug discovery deal with insitro

BoE warns banks to prepare for AI-enabled cyber breaches

US FTC subpoenas OpenAI and Anthropic over consumer harms, Axios reports

Tech stocks lead rout in Asia after US inflation fuels rate hike bets

Chip-related counters in South Korea and Japan account for the bulk of the heavy selling.

Why the AI trade is not set up for a rebound like July’s, according to JPMorgan

Fewer shorts, buybacks ending, no inflows and too many longs imply no recovery is imminent, says a JPMorgan strategist.

Chip selloff intensifies as investors question sustainability of AI spending

AI share sell-off drags South Korea’s stock market down to six-month low; UK growth beats forecasts in August – business live

Rolling coverage of the latest economic and financial news, as chip shares tumble, UK growth beats forecasts and John Healey attends the IMF meeting in Bangkok Today’s better-than-forecast UK growth report is good news for chancellor John Healey as he hobnobs with other finance m

TSMC CEO sees no sign of a slowdown as chip foundry reports record profit

The semiconductor foundry announced third-quarter net profits of 763.34 Taiwanese new dollars, marking a record.

TSMC open to Terafab collaboration but insists on controlling its own plants

Global chipmakers sink as inflation data fuels rate-hike fears, AI rout

HSBC to double Hong Kong AI team to 300, outpacing Singapore plan

HSBC, Hong Kong’s biggest lender, said on Thursday it would double its artificial intelligence specialist team in the city to 300, a figure much larger than the workforce planned for its recently announced AI centre in Singapore. The announcement comes after Hong Kong’s regulator

Optimalisasi Sumber Daya dan AI Jadi Kunci Ekonomi Nasional

ITC Leadership Conclave 2026 mempertemukan para tokoh nasional di Jakarta. Forum ini membahas kolaborasi teknologi AI dan penanganan tantangan ekonomi global.

Meta Diretas, Regulasi AI Disorot, Malaysia Tambah Akses AI Gratis

Sekitar 1.500 karyawan Meta dilaporkan terdampak insiden peretasan yang menyebabkan informasi pribadi ikut tercuri.

Rs 82,500 crore rally in 3 days: Why TCS, HCL Tech, other IT stocks jumped up to 12% in 3 days and will the boom last?

Indian IT stocks have rebounded sharply. The Nifty IT index has risen 8%, adding Rs 82,500 crore to the sector’s market capitalisation. The rebound follows a selloff in global AI-linked stocks driven by concerns over stretched valuations, concentration risks and uncertain returns

Taiwan chip giant TSMC says net profit hit record in third quarter

The result marked the sixth straight record quarterly net profit for the world’s biggest contract maker of microchips.

China’s CXMT gets pledge of support as provincial party chief vows chip-industry expansion

Three weeks into his tenure as the Communist Party secretary of Anhui province, Li Lecheng carried out an on-site inspection at China’s home-grown memory chip giant ChangXin Memory Technologies (CXMT) on Wednesday, pledging to grow integrated circuits (ICs) as an emerging pillar

AI job losses set to rein in office demand in developed Asia-Pacific economies: report

A mild displacement of jobs across the Asia-Pacific region as companies expand their use of AI would trim five percentage points off growth in office space demand in the next few years, according to property consultancy CBRE. In a report released on Thursday it said 3.9 per cent

Global Market: TSMC set for sixth straight record quarterly profit on AI chip boom

TSMC is expected to report its sixth consecutive quarter of record earnings, driven by surging AI chip demand and technology investments. Analysts forecast a 65% profit increase, while investors await updated guidance amid interest-rate concerns and expanding global manufacturing

Figma CFO says design platform willing to put margins on the line to boost AI demand

Global Market: IMF warns of energy shock, AI correction risks to Asia's growth outlook

The IMF warned that Asia’s economic growth may slow to 4.4% in 2027 amid energy price shocks, Middle East conflict, AI market correction risks and rising bond yields. It urged central banks to prioritise price stability and governments to provide targeted fiscal support while man

South Korea's KOSPI closes at 6-month low as chipmakers slump on AI worries

Asian markets sell off after US inflation fuels rate hike bets

Seoul and Tokyo bore the brunt of the selling as traders bailed out of once-imperious chipmakers.

Global Market: Japan’s Nikkei plunges nearly 5% as AI stocks tumble on CoreWeave debt concerns

Japan’s Nikkei 225 plunged, while the broader Topix fell 2.5%, as AI-linked stocks led a broad selloff. Sentiment was hit by concerns over the financial health of US cloud-computing firm CoreWeave and fears of higher interest rates following hotter-than-expected US inflation data

Asian stocks plummet as AI debt and inflation fears bite

Global financial watchdog calls for more human oversight of agentic AI

SK Hynix seeks U.S. chip equipment exports to China tied to new factory - Reuters

Anthropic flags revenue surge to investors ahead of stock market debut

It comes as some investors have become concerned about the amount of money being spent on AI infrastructure.

Paytm shares get new Buy rating after Nomura initiates coverage. 3 reasons behind bullish call

Nomura has initiated coverage on Paytm with a Buy rating and a target price of Rs 2,250, implying an upside of 31%. The brokerage expects EBITDA to grow at a 96% CAGR over FY26-29F, driven by payments, merchant lending, AI-led cost efficiencies and potential UPI MDR revenue. Inte

ByteDance nears chip supply deal with MediaTek for data centres, Bloomberg News reports

Anthropic’s slowing growth could be the AI trade’s latest red flag

Anthropic’s revenue growth appears to be cooling as the company prepares for its public debut, further stoking investors’ AI jitters

Brookfield, NextEra to Build $100 Billion AI Hub on Cold War Nuclear Site

The U.S. Department of Energy (DoE) has announced a landmark $100-billion private investment to turn the former uranium enrichment site in Western Kentucky into the new Paducah American Energy Hub, marking one of the largest economic development projects in Kentucky's history. Le

Nvidia CEO says he would cut off buyers who build unsafe AI

Nvidia is the dominant supplier of the chips used to train and run AI models.

The AI trade is splintering as inflation fears rattle hyped-up tech stocks

Investors are wondering if steep inflation and increased borrowing costs could derail the AI buildout.

Big banks see risks in financing the AI boom, but are happy to keep writing the checks

The CEO’s the U.S.’s biggest banks all chimed in on the risks of related to the massive AI buildout, but how there’s still no sign that investments need to slow down.

CoreWeave’s AI bonds tumble, raising red flags for the wider market

CoreWeave’s bonds issued a few months ago fell to 81 cents on the dollar earlier Wednesday, yielding more than 15%.

Commentary: Who’s paying whom? The circular money machine behind the AI boom

It’s not clear how much of the AI boom is being driven by real, end-user demand, say academics.

US states seek children's data protections in Character.AI bankruptcy

AI infrastructure stocks fall on rate worries

TSMC options chain shows big call wall at $500 strike ahead of earnings

US stocks: AI shares tumble up to 16%, erasing $80 billion as hot US inflation fuels rate fears

Amid rising inflation, major AI firms like CoreWeave and Dell Technologies experienced significant stock price drops, losing around $80 billion in market value. Increased US interest rates have investors worried about the borrowing hurdles faced by less profitable firms within th

Bank of America hired 1,000 contractors to patch software flaws exposed by Anthropic's Mythos

Eight US states sue OpenAI, claiming ChatGPT harms children

Red hot CPI report fuels AI rout

AI-powered stock funds bet bots can pick stocks faster and better than humans

As Wall Street banks finance and adopt AI, risks mount on both fronts

AI infrastructure firms slump as US rate hike bets rise

Big Tech Pushes Back Against Paying for America's Aging Power Grid

When Big Tech signed President Trump's Ratepayer Protection Pledge in March, promising to pay for all the new grid infrastructure upgrades required to service their data centers, we cautioned that "voluntary pledges from trillion-dollar tech giants have a habit of evolving." Seve

OpenAI employee who left for Apple took files about unreleased device, OpenAI alleges

US stocks: US market slides as hot CPI data fuels rate-hike bets; chips, banks weigh

Wall Street's major indices took a hit as an inflation report outpaced forecasts, sparking heightened speculation about rate increases. Investors are closely reviewing earnings from key banks, highlighting concerns over escalating inflation. The notable market fluctuations sugges

Managing strategic trade for Indonesia's technology value chains

Indonesia is seeking a greater role in semiconductors, artificial intelligence (AI), data centers, aerospace, and ...

What Allegations of Spying at OpenAI Mean for the A.I. Industry

The arrest of an OpenAI employee accused of planting a bug in an office of the artificial intelligence giant flags another concern for the industry.

Japan to invest $21 billion in up to two GlobalFoundries chip factories in New York

Hesai launches 3D spatial camera as Chinese lidar maker expands into physical AI

Hesai Group, the world’s largest maker of lidar sensors for vehicles, has launched a 3D spatial camera as it expands into physical artificial intelligence in search of new growth opportunities. The handheld device, called Kosmo, is described by Hesai as a “physical AI eye” and co

OJK Ingatkan Investor Bahaya Penipuan Saham Pakai Deepfake dan AI

OJK ingatkan masyarakat waspadai penipuan investasi memanfaatkan teknologi AI dan deepfake. Pentingnya memahami risiko dan legalitas.

Wall Street firms tie bonuses, promotions to AI skills, survey finds

The firm polled 500 executives across the finance industry.

China chip exports jump 136% to US$45b as AI frenzy jacks up prices

China’s integrated circuit (IC) exports surged 136 per cent year on year in September to US$45 billion, exceeding the 108 per cent growth rate in the first nine months of the year in a sign of the country’s rising influence in the global semiconductor supply chain. In September,

'I applied for 200 jobs' - How 'spray and pray' AI job applications can backfire

Graduates are increasingly using AI to misrepresent themselves in job applications, research suggests. But some say their peer group has no choice.

D-Street's proxy AI trade shines in a bleak year for stocks

India's Nifty 50 index faces considerable challenges this year, with a significant drop since January. In contrast, stocks linked to artificial intelligence have thrived, attracting investor interest and increased foreign ownership. Companies are investing in the foundational inf

Singapore’s PDG seeks US$1.2 billion loan for Malaysia data centre

The Asian data centre operator has been on a borrowing spree as it seeks to expand across Asia.

Global Market | European companies better positioned to withstand energy price shock than in 2022: Analysts

European companies appear better equipped to withstand rising oil and gas prices than during the 2022 energy crisis, supported by changing stock market composition, AI-related spending, global operations and stronger risk management. However, a prolonged energy shock could still

AI: A Boon or a threat for future? Atul Suri | Ravi Dharamshi | Alpha Wealth Summit 2.0

Geotab Tekan Risiko Kecelakaan Armada di Indonesia Pakai AI dan Data

Pendekatan GeoTab mendukung operator armada mendeteksi potensi risiko di jalan sebelum jadi insiden, mendorong pengambilan keputusan operasional yang tepat.

Global Market: Why China’s CXMT is putting global memory chip giants under pressure

Global semiconductor stocks tumbled as Chinese chipmaker CXMT’s reported progress on a new memory chip design raised concerns about intensifying competition. Samsung, SK Hynix and Micron face potential pricing pressure as Chinese manufacturers seek to narrow the technology gap. T

LSEG taps Nvidia for faster historical market data processing

Nvidia pledges $250 million to UK AI safety research

Global Market: China stocks slip as AI selloff deepens, mixed inflation data weighs

Chinese stocks edged lower as AI-related shares weakened and mixed inflation data heightened concerns over domestic demand. The CSI300 declined, while energy and consumer staples stocks advanced amid rising oil prices. Technology shares remained under pressure, and HSBC cut year-

TCS, HCL Tech, Infosys shares surge up to 11% in 2 days; Nifty IT soars 2,000 points. More steam left for rally?

Indian IT stocks rallied as concerns over AI-driven disruption eased, triggering an “anti-AI” trade. The Nifty IT index surged over 2,000 points in two sessions to cross 30,000, its first move above the mark in nearly a month. HCL Tech gained nearly 11% in two days following its

TSMC shares rise ahead of closely watched Q3 earnings

ASML forecasts Q4 sales above expectations on AI chip demand

ASML says AI demand will exceed chip-tool capacity through 2028

BofA drops out of talks to arrange Moonshot AI's Hong Kong listing: report

Singapore’s economy grows more than 5 percent amid AI boom

City-state's GDP expands 5.4 percent in July-September quarter, according to advance government estimates.

Global Market: Japan's Nikkei rebounds as chip stocks rise, Topix slips on bank losses

Japan’s Nikkei rebounded 0.61% on Wednesday as chip-related stocks advanced, recovering from the previous session’s decline. Advantest, Tokyo Electron and SoftBank gained, while Taiyo Yuden surged. However, banking stocks weakened the broader Topix index, with Mitsubishi UFJ, Miz

5 years, no returns: Are these 9 Nifty bluechip stocks finally ready for a turnaround?

Investors are witnessing notable losses in well-known blue-chip stocks such as TCS, Infosys, and Hindustan Unilever. These major players are encountering significant hurdles affecting their market position. Analysts believe that lowered expectations may allow for potential recove

Global Market: South Korean shares rebound as chipmakers recover after five-day losing streak

South Korea’s KOSPI rebounded 0.74% on Wednesday as investors bought semiconductor stocks after five consecutive sessions of losses. Samsung Electronics and SK Hynix advanced, supported by a recovery in US AI chipmakers. Despite positive market breadth, foreign investors remained

What will it take for AI-powered purchases to become the norm?

Anyone who has spent time on the internet researching goods and doing lengthy price comparisons will be intrigued by developments in the use of artificial intelligence (AI) for agentic commerce. This new form of online shopping involves AI-powered agents – autonomous software sys

Singapore Q3 GDP grows 5.4% on sustained AI-driven demand

Asia shares edge up as chip selloff eases; US CPI awaited

Bursa Asia Dibuka Variatif, Investor Cermati Saham Chip dan Inflasi AS

Bursa saham Asia bervariasi pada 14 Oktober 2026, dipengaruhi tekanan saham semikonduktor AS dan menunggu data inflasi.

Global Market Today: Asian stocks rise on Fed rate signal, oil gains

MSCI Inc.’s Asia Pacific equities index advanced 0.2%. A selloff in semiconductor stocks sent the gauge to its weakest close since August on Tuesday. Earlier, the S&P 500 pared earlier losses to close little changed after New York Fed President John Williams said he continued to

U.S. stock futures muted after chip losses drag Wall Street; CPI data awaited

CBA chief Matt Comyn says Australia must retain economic value of AI

SoftBank junk bond sale raises stakes for CEO Son's all-in AI bet

Nasdaq ends lower as chipmakers fall and bank earnings roll in

The Nasdaq declined 0.15% to 27,204.38 points, while the Dow Jones Industrial Average declined 0.35% to 51,670.10 points.

Chip stocks suffer worst stretch in 16 months as AI fatigue grips the market

Anticipation is building for Anthropic’s investor day, as Wall Street grows less patient with heavy AI spending.

JPMorgan Chase blocks outside AI agents like Muse, Instinct from directly accessing accounts

JPMorgan Chase CEO Jamie Dimon warned of rogue agents operating at scale and said the bank is building defensive tools.

Micron’s stock extends declines as China competition heats up

Even Elon Musk says Chinese memory-chip makers are catching up.

US stocks: Nasdaq ends down as chipmakers fall and bank earnings roll in

In a recent trading session, the Nasdaq index took a hit as chip stocks continued their downward spiral, amid diverging results from major banks like Citigroup and Goldman Sachs. The PHLX chip index faced a substantial decline, sparking fears surrounding competition in this secto

FBI arrests Saudi OpenAI engineer over covert recording device, DOJ says

AI limiting European workers' bargaining power, ECB's Lane says

Philip R. Lane: The AI opportunity for Europe

Lawmakers ask FAA to pause use of new AI tool in DC-area flight management

US chip stocks slide as China’s CXMT advances; AI spending fears rattle investors

Shares in US chip manufacturers tumbled, primarily influenced by memory and data storage firms, following competitive moves from China's CXMT. The sector faced significant pressure, stemming from concerns over escalating rivalry and demands for AI investments. Key players like Mi

$845 billion windfall in 2026: AI boom drives unprecedented wealth creation for tech billionaires

Technology billionaires added a record $845 billion to their combined fortunes in the first nine months of 2026, driven by the artificial intelligence boom, according to figures from the Bloomberg Billionaires Index cited by The Kobeissi Letter. Their wealth reached $4.6 trillion

Apple unveils new smart home devices that showcase upgraded Siri AI

New products from Apple include the HomeView, an iPad-like device that acts as a hub for other smart home gadgets Apple on Tuesday began showing off a ⁠new round of smart home products, including an iPad-like device dubbed the HomeView, meant to hang on walls or perch on tabletop

‘Brutal session’ for chip stocks shows AI trade is turning

There are fears that rising interest rates could scupper spending spree bigger than the US' historic railroad boom.

Indonesia plans national team to support data center development

Indonesia's Ministry of Industry plans to establish a national team comprising government institutions and the ...

US banks post strong profits, but inflation and rate risks cloud outlook

Major US banks reported higher third-quarter profits, supported by resilient consumer spending, AI investment and stronger trading revenue. However, executives warned that persistent inflation, elevated interest rates and geopolitical risks could strain household finances and slo

US stocks | US market edges lower amid chip weakness, mixed bank earnings

US stocks experienced a decline as chip stocks faced selling pressure and banks reported mixed earnings. The Dow Jones Industrial Average fell slightly, led by losses in healthcare and financial sectors. Notable stocks include Johnson & Johnson, Wells Fargo, and JPMorgan Chase, w

Wamenkeu Ungkap DJP Kembangkan AI Buat Pantau Harta Orang Tajir

Wamenkeu Nurkholisoh Ibnu Aman mengungkapkan DJP tengah mengembangkan pemanfaatan kecerdasan buatan untuk memantau perubahan kekayaan individu beraset besar.

Blackstone-backed AirTrunk delays Singapore REIT IPO amid AI stock sell-off, sources say

Postponement highlighted an increasingly difficult backdrop for large data centre and AI-linked equity offerings.

Indonesia urges UNESCO to protect culture amid AI, climate risks

Indonesia has called on UNESCO to bolster its role in safeguarding global cultural heritage against the rapid rise of ...

Alibaba unveils US$450 AI glasses in expanding push into gadgets

Alibaba detailed its new Qwen Glasses N1 series at an event in Hangzhou.

Wamenperin soal Proyek Data Center Jatiluhur Disetop KDM: Itu Investasi Besar!

Wamenperin Faisol Riza menyoroti penghentian proyek data center Jatiluhur oleh Gubernur Jabar. Ia menekankan pentingnya investasi untuk pertumbuhan ekonomi.

The Korean stock market’s in freefall, and these are the reasons why

The Korean market rises on falls on expectations for profitability of the semiconductor industry and how long it can be sustained. Sentiment is cyclical and right now, the skepticism is rising

Chip selloff deepens amid AI trade fears, rising Chinese competition

Exclusive-Banking watchdogs ramp up AI scrutiny as stability fears mount, sources say

Micron slips below $1K for first time since September

Why is Micron Technology stock sliding today?

Global Market: AI trade faces biggest test yet as chip stocks tumble across Asia

Asian AI stocks tumbled as rising bond yields, higher financing costs, and concerns over excessive infrastructure spending weakened investor confidence. South Korea’s Kospi and Japan’s chipmakers suffered sharp losses, while AI-related funding faced tougher scrutiny. Investors in

Was Broadcom CEO bullish or bearish on AI? ‘Gamblers’ comment creates storm

The comments made by Broadcom’s CEO at a conference in Singapore have been cited as a reason for microchip stocks’ slumps on both Monday and Tuesday.

Bansos Tak Tepat Sasaran - AI Lebih Lemah dari Susu dan Mesin Cuci

Chip stocks slide after Broadcom boss likens AI investing to ‘casino’

Asian markets fall and Samsung shares tumble after its Chinese rival CXMT claims strong progress Shares in semiconductor companies fell on Tuesday after the boss of Broadcom compared many AI investors to “casino” gamblers, and the Chinese memory chip maker CXMT said it had made g

Surging bond yields wreak havoc on Dalal Street, but IMF sees more pain ahead. Why AI is one of the culprits

The IMF has flagged three risks to global financial stability: an AI-driven market correction, rising sovereign bond yields and cyberattacks. These threats could trigger broader financial stress, while high borrowing and tight market linkages may amplify their economic impact.

AI investors or casino gamblers? What Broadcom CEO Hock Tan said that sparked sharp global AI selloff

Global AI stocks plunged after Broadcom CEO Hock Tan warned that investors are treating artificial intelligence like gambling, raising concerns about excessive valuations and unsustainable spending. He questioned OpenAI’s long-term profitability despite strong revenue growth. Sou

Kemenkeu Bakal Pantau Pajak Sawit hingga Aset Orang Kaya Pakai AI

Kementerian Keuangan (Kemenkeu) akan menggunakan teknologi untuk mengawasi transaksi pajak di sektor kelapa sawit hingga mengawasi aset orang kaya.

Bos IMF Ungkap Dampak Besar AI ke Ekonomi Dunia, Ini Risikonya

IMF soroti peran AI dalam perekonomian global, memprediksi kontribusi signifikan terhadap perdagangan dan pertumbuhan ekonomi, serta risiko kesenjangan ekonomi.

Asian tech shares plunge after Chinese chipmaker reports key advance

Video: Adopsi AI Makin Kencang Risiko Siber Jadi Tantangan Baru Bisnis

Adopsi Ai Makin Kencang Risiko Siber Jadi Tantangan Baru Bisnis

Bos DJP Ungkap RI Manfaatkan AI Awasi Kepatuhan Pajak

Perkembangan kecerdasan buatan atau artificial intelligence (AI) memberikan banyak manfaat dalam mekanisme pengawasan pajak

Tencent prepares $4.5B+ dollar and yuan bond offering for AI capex

Broadcom CEO sees viable OpenAI business but warns of AI funding constraints

AI traders behaving like casino gamblers? What made chip trade toxic and why that’s good news for India

Global AI stock enthusiasm hit a roadblock as South Korea's Kospi plunged 7.4% on chip competition concerns and Broadcom's warning on AI spending. Conversely, Indian IT stocks surged, adding Rs 26,000 crore in market cap as investors rotated into services over semiconductor hardw

SpaceX Stock: Why Wall Street sees more upside ahead

SpaceX’s 2027 outlook hinges on Starlink expansion, AI chip financing, Starship progress and launch growth. Investors are weighing bullish prospects against high valuations, borrowing costs, execution risks and profitability concerns.

AI models may soon self-replicate without access to data centers, Anthropic warns

Forum Jurnalis ASEAN Serukan Pelindungan Karya Jurnalistik di Era AI

Rs 26,340 crore added in minutes! Why HCL Tech, TCS and other IT stocks rallied up to 7%

Indian IT stocks rallied up to 7%, with the Nifty IT index gaining 3.3%, as concerns over rising AI investment costs and uncertain returns rattled global technology stocks. Broadcom and Intel executives flagged capital constraints, prompting investors to reassess the AI boom. Sep

IMF raises 2026 global growth forecast to 3.1%, warns of rising risks from war and debt

The IMF projects global growth of 3.1% in 2026, supported by AI infrastructure investment, but warns that prolonged Middle East conflict, elevated energy prices, rising debt and uneven growth pose mounting risks to the global economic outlook.

Character.AI files for bankruptcy, agrees to sell some assets for $20 million

Global Market: Japan’s Nikkei slides over 2% as AI stock selloff deepens on US chip weakness

Japan’s Nikkei 225 fell 2.64%, extending losses to four sessions as AI-related and semiconductor stocks declined amid Wall Street weakness. Geopolitical tensions and inflation concerns added pressure, with wholesale prices rising 6.8% year-on-year in September. Kioxia Holdings pl

Global Market: South Korea’s Kospi plunges over 7% as chip stocks tumble on CXMT concerns

South Korea’s Kospi plunged over 7% amid concerns about rising competition from Chinese semiconductor makers, triggering a temporary trading curb. Samsung Electronics and SK Hynix suffered sharp losses, while foreign investors sold equities heavily. Weak technology stocks, a soft

IMF sees milder global slowdown as AI boom offsets war hit — warns resilience is nearing limits

The IMF raised its 2026 global growth forecast to 3.1%, warning that resilience is tested by energy constraints and looming fiscal risks.

Nasdaq futures slide amid chip selloff; Q3 earnings, inflation data loom

TSMC, ASML earnings on tap: Bull and bear cases for tech outlined

Asia stocks slide as China chip threat hits Samsung, SK Hynix; oil retreats

NTT Data in final talks to build Anthropic's first data centre in Japan, Nikkei reports

Nvidia’s China AI-chip share falls as Huawei closes gap, report finds

IMF cuts Latin America, Caribbean growth forecasts on energy shock, little AI boost

Mainland Chinese traders boost Hong Kong stock buying for fourth month as AI bets surge

Mainland Chinese investors bought more Hong Kong stocks than they sold for a fourth consecutive month in September, with purchases accelerating despite persistent headwinds from elevated US Treasury yields and oil prices. Onshore traders poured a net HK$60.8 billion (US$7.7 billi

The global economy is starting to look K-shaped. Here are the winners and losers, and where the U.S. fits.

IMF sees a split global economy, with countries less exposed to the oil shock and benefiting from AI demand pulling ahead

HCL Tech sees revenue rebound, but AI deflation remains a concern

HCL Technologies recorded a 2% increase in revenue during the September quarter, following two quarters of decline. The company secured new deals worth $3,258 million, indicating strong demand despite global uncertainties. While there is cautious optimism regarding AI's impact, t

Bank Dunia & IMF Wanti-wanti Dampak AI ke Lapangan Kerja

Pemangku kepentingan dunia mulai memberikan peringatan keras tentang gangguan yang disebabkan oleh perkembangan kecerdasan buatan.

Japan's Omron to buy US industrial PC firm Onlogic for $675 million in physical AI push

Global Market Today: Asian shares slide as chip stocks tumble; investors eye US earnings, CPI

The MSCI Asia Pacific Index declined 0.3% with equities in South Korea slipping over 3%. That came after a US gauge of chipmakers fell 2.7% Monday, while the Nasdaq 100 Index lost 0.7%.

Top 10 blue-chips’ share of India’s m-cap drops to lowest since 2017

India's top 10 listed blue-chip companies are experiencing a decline in market capitalisation share. This decline is attributed to sustained foreign portfolio investor selling and large-cap stock underperformance. The top 10 companies now account for around 17.65% of the total ma

NYT, Economist among publishers joining coalition to curb unpaid AI use

World Bank dan IMF Beri Alarm di Bangkok, "Tsunami" Ini Bisa Picu Krisis

IMF memperingatkan dampak AI terhadap lapangan kerja, terutama bagi anak muda.

FERC rejects most of PJM's temporary curtailment plan to manage data centers

Kroger plans to eliminate 3,000 corporate roles, memo shows, as it expands AI use

Commentary: Every investment portfolio looks like the same trade - AI

Investor portfolios have become alarmingly reliant on the fortunes of just one bet on the build-out of an uncertain technology, says Katie Martin for the Financial Times.

S&P upgrades SanDisk to BBB as AI memory demand drives cash flow past $23B

Factbox-Companies cutting jobs as investments shift toward AI

Nvidia and AMD shares fall as new AI announcements fail to re-energize investors

The chip makers introduced hardware and software designs for future AI data centers, but the revenue potential is still far out, an analyst says.

Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday

The sharp moves could partly be a reaction to recent cautious commentary on AI spending.

Meta is back on the AI leaderboard with its new family of Wonder models

The company’s stock was up more than 3% following the release of Muse Wonder and Muse Wonder Full, which analysts expect to drive new business opportunities.

US AI testing agency officials to move to White House, The Information reports

Meta releases Muse Wonder AI models to challenge Anthropic and OpenAI

Trump's Grid Security Order Could Backfire on America's AI Boom

A White House executive order designed to secure the US power grid from Chinese-made equipment is more likely to disrupt battery storage supply chains than the transformers and switchgear it aims to target, according to new Rystad Energy analysis. Executive Order 14421, signed by

C3.ai upgraded by Northland Capital to Outperform

NVIDIA teeters at $225 support with fading momentum: Live levels

Micron tests $980 support as bears dominate: Live levels

Microsoft bets on home-grown AI chip to challenge Nvidia

Microsoft plans to deploy enough of them to draw several gigawatts of electricity.

UK given access to safety-test latest AI models, minister says

‘The prospectus looks impressive’: My financial adviser wants me to invest $350,000 in a UAE data center. Is this risky?

“I like my life, but I also like the idea of a big return after years of putting money into my 401(k).”

One essential ingredient for AI safety? Democracy | Matthew Botvinick

The rise of AI makes the preservation of democracy even more urgent – especially as the technology threatens institutions AI safety is having a moment. After years as a topic for techies and futurists, the potential risks from artificial intelligence systems – from cyber-attacks

Michael Burry screams big market crash ahead! Why legendary investor Peter Lynch ignored such predictions

Michael Burry warns that markets may be in denial over an AI bubble, while Ray Dalio sees signs of a classic bubble nearing a turning point. Peter Lynch’s investing philosophy offers a reminder to focus on businesses rather than market timing.

Perkuat Layanan, RS Abdi Waluyo Andalkan Teknologi AI Sejak 2004

RS Abdi Waluyo mengandalkan teknologi dan AI untuk diagnosis dan terapi medis. Inovasi ini meningkatkan keamanan pasien dan pelayanan yang lebih presisi.

Microsoft president says milk faces more regulation than AI

Former HSBC executive launches wealth platform powered by team of AI agents

A former top executive at HSBC has launched an artificial intelligence-driven wealth management start-up, setting her sights on a billion-dollar valuation and betting that AI can transform how individuals manage their investments and finances. Trista Sun, formerly a managing dire

World Bank jobs council urges 'crisis-era' support measures as IMF warns of AI ‘tsunami’ hit

IMF Chief Kristalina Georgieva warned AI is hitting the global labor market like a “slow-moving tsunami,” with young workers entering the job market the most exposed.

AI less regulated than milk, Microsoft president says in warning over safety

Brad Smith adds to calls for tougher rules for AI, including ‘kill switches’ and legal obligation to victims of rogue agents Business live – latest updates Artificial intelligence is less regulated than milk and washing machines, the president of Microsoft has said, as the tech i

US Market: Four warning signs that bond selling could intensify

US Treasury yields have hit two-decade highs, driven by Middle East conflict risks and fiscal concerns. Key indicators including rising options hedging, record AI-sector corporate borrowing, mortgage convexity hedging, and a steepening yield curve suggest that the bond market sel

Telkomsel Gelar NextDev ke-12, Fokus Inovasi Digital Berbasis AI

Telkomsel membuka program NextDev ke-12 untuk mendukung inovasi AI dari perusahaan rintisan, Program ini bertujuan mengatasi tantangan sosial dan lingkungan.

Human judgment and intentional outcomes are vital in AI use: DBS, TikTok CEOs

Tan Su Shan says businesses have to rethink workflows and work processes to truly unlock the potential.

Dulu Dicap Investasi Ceroboh SBF, Aset FTX Kini Kecipratan Pesta AI

Bisnis penambangan bitcoin yang terpuruk kini bertransformasi menjadi pusat data AI. SWI Group ambil alih Genesis Digital untuk memenuhi kebutuhan komputasi.

Musk says he wants to accelerate chip-design process via custom equipment

Better understanding of AI cybersecurity risks needed, says TikTok’s Chew Shou Zi

TikTok’s top executive thinks there’s a “non-zero chance” that AI will become superior to human beings in certain aspects. “The technology is evolving, but you can see a world where silicon is just superior to carbon.”

AI investment boosts growth prospects for Asian economies: IMF

IMF Managing Director Kristalina Georgieva said artificial intelligence infrastructure investment is supporting global growth at around 3%, offsetting energy supply disruptions. Asian economies, including Thailand, stand to benefit from rising hardware demand, with AI spending po

NutryFarm shareholders seek CEO’s removal as company pivots from durians to data centres

They also want to elect Charlie In to the board and ask directors to consider appointing him as CEO.

Global Market: South Korean shares fall nearly 2% as Middle East tensions weigh on sentiment

South Korean shares fell nearly 2% on Monday as renewed Middle East attacks heightened concerns over global energy supplies. Foreign investor selling and losses in chipmakers weighed on the KOSPI, while the won strengthened to its highest level since October 2024.

Hong Kong workers fear AI-driven disruption to retirement but only 20% feel prepared: survey

More than half of Hong Kong’s working adults believe artificial intelligence will make their retirement path more unpredictable than previous generations, yet only one in five feel financially prepared for the shift, according to a survey by global asset manager T. Rowe Price. Ab

China’s factories leaping straight into agentic AI and taking it global: Black Lake CEO

China’s manufacturing sector is leapfrogging straight into the era of agentic artificial intelligence and is now exporting that playbook to global supply chains, according to the CEO of Black Lake, a Chinese provider of cloud-based AI tools for factories. “Just as China skipped c

IMF says AI investment keeps global growth around 3%, with major Asia benefits

40%, +39%, +19%: Our AI just called these blue-chip breakouts

Inflation, AI and climate: IMF kicks off key meeting in Bangkok

Beyond AI: How HKICC 2026 Develops Judgement, Resilience and Global Leadership

[The content of this article has been produced by our advertising partner.] AI can generate an answer in seconds. Knowing which answer to trust—and how to act on it—still requires human judgement. The HKUST International Case Competition (HKICC) 2026 put that distinction to the t

Once-hot AI trade leaves Korean stocks struggling for buyers

South Korea's stock market is facing a significant downturn after a dominant run in the global AI sector, as the Kospi has dropped 22% since its peak, marking it as the worst performer in the second half of the year. A startling 70% decline in turnover has prompted withdrawals fr

US reverses course on Britain's testing of AI models, Telegraph says

3 Stocks To Play The Nuclear Energy Boom

Nuclear energy stocks have suffered heavy losses over the past year, even as technology companies commit billions of dollars to securing nuclear electricity for AI data centers. The Global X Uranium ETF (URA) has lost more than 20% over the past 12 months, compared with gains exc

AI scale-up PhysicsX comes to Singapore with ambition to accelerate industrial innovation

PhysicsX uses AI to replace slow engineering simulations in advanced manufacturing.

AI boom echoes 1997 Asian financial crisis: SocGen's Albert Edwards

Commentary: What if the HR department's AI prefers resumes written by AI?

If AI is biased towards AI, it adds a fresh dimension of jeopardy in the dismal hiring arms race, says the Financial Times’ Pilita Clark.

Amazon in talks to buy AI startup Decart for around $7 billion, WSJ reports

Turning AI Ambition into Real-World Advantage

When executives talk about artificial intelligence today, they often talk in absolutes: an existential threat, a historic opportunity, the next great productivity leap. For Amitabh Sarkar, Tata Communications’ Vice-President, Asia Pacific and Japan, the more important story lies

Indonesia positions Bali SEZ as AI and Semiconductor Hub

The Indonesian government is promoting the Kura-Kura Bali Special Economic Zone (SEZ) in Bali as a hub for artificial ...

US’s Reagan-era economic promises return as Trump’s AI-fueled growth fantasy

‘Even if AI supercharged the economy, its impact on the government’s finances would be muted’ Back through political history to the age of Ronald Reagan , Republicans have repeatedly promised the US public that tax cuts would pay for themselves, firing up economic growth and fill

Japan’s Sumitomo Bakelite expands China chip packaging materials output amid AI boom

Japanese semiconductor materials giant Sumitomo Bakelite plans to expand production of advanced chip packaging materials in China and Singapore, marking the second such announcement for its Chinese operations in less than four months as artificial intelligence drives demand for m

Liang Wenfeng, Jenius Matematika Jadi Bos AI China Berharta Rp715 T

Liang Wenfeng adalah salah satu konglomerat terkaya di dunia. Pundi-pundi hartanya berasal dari perusahaan teknologi kecerdasan buatan (AI), DeepSeek.

Nvidia discusses boosting Reflection investment, computing deal

Reflection AI debuted in October its first open-weight model, a market dominated by Chinese start-ups.

Foreign investors flee South Korean stocks as AI boom loses steam

Tinggalkan Status Karyawan, Kini Tekuni Bisnis Budidaya Ikan Nila

Meninggalkan pekerjaan kantoran, pendiri Makanila mengembangkan budidaya ikan nila berbasis bioflok di Bogor dan memanfaatkan AI untuk mengatur pakan.

Nvidia in talks to buy ‘open’ model startup Reflection AI: FT

New to The Street Show 775 Premieres Tonight on Bloomberg Television Across the United States, Latin America, MENA and Southeast Asia, Featuring American Fusion, HPB, T-REX Acquisition Corp.

<i>Fusion energy, solid-state batteries, digital-asset infrastructure and AI-era restaurant procurement lead a four-region broadcast, with commercials from BioVie, Lantern Pharma, Big Sky Industrial and FreeCast</i> <strong id="dateline">NEW YORK CITY, NY / <a href='https://www.a

Consumer AI agents could upend online shopping - but who really wins?

(How) Do We Teach Emotions? -- by Anjali Adukia, Matthew Bonci, Paula Dastres Gallardo, Emileigh Harrison, Jake Nicoll, Teodora Szasz

Emotional intelligence constitutes a key component of human capital, shaped partially by educational materials. Using machine learning and generative AI tools, we examine emotional content in public-school textbooks and children’s literature. A stark mismatch emerges: text expose

The Macroeconomic Effect of AI: Sizing the Software Engineering Channel -- by Alex Blumenfeld, Jonathon Hazell, Chen Lian, Andreas Schaab

We measure how artificial intelligence (AI) affects the economy through its impact on software engineering productivity. We use information from financial markets to develop a forward-looking measure that is available in real time. We estimate the sensitivity of each firm’s stock

The Early Impacts of AI on Employment among Recent College Graduates -- by Robert W. Fairlie, Jane Wu

The impact of AI on the employment prospects of recent college graduates is hotly debated with no consensus on the magnitude of impacts nor even the timing of those potential impacts. Using CPS microdata, we provide the first estimates of the effects of AI on the unemployment of