Artificial intelligence
‘Slow down, hyperscalers’: For the first time in 20 years, investors say companies are overinvesting, Bank of America says
Global stocks are embroiled in a downturn as concerns over an AI bubble continue to mount — and for the first time in two decades, fund managers are flagging concerns about companies “overinvesting.” That’s according to the latest iteration of Bank of America ‘s Global Fund Managers Survey. The poll of 172 fund managers, who […]
Read More
This stock dominates one critical corner of the AI supply chain. Goldman Sachs sees further gains to come
ASML ‘s monopoly over one critical part of the artificial intelligence supply chain could see it more than double its own 2030 revenue expectations, according to Goldman Sachs. Demand for extreme ultraviolet radiation, or EUV, which is a niche but critical part of AI infrastructure, is set to intensify as the AI race continues at pace. EUV is like a powerful laser printer that etches minuscule designs onto […]
Read More
CNBC Daily Open: We could still close the year with a rally despite AI slump
The Nasdaq Composite dropped 0.84% Monday stateside as technology stocks were under pressure, with Apple, Meta and Oracle retreating more than 1% each. Artificial intelligence lynchpin Nvidia performed worse, losing almost 2%. CEO Jensen Huang in October said the chipmaker had “half a trillion dollars” of business on the books for 2025 and 2026. When […]
Read More
CNBC Daily Open: AI still under pressure — but some analysts see a year-end rally
People pose for pictures at the Wall Street Bull in New York’s Financial District on June 24, 2024 in New York City. Spencer Platt | Getty Images The Nasdaq Composite dropped 0.84% Monday stateside as technology stocks were under pressure, with Apple, Meta and Oracle retreating more than 1% each. Artificial intelligence lynchpin Nvidia performed […]
Read More
A simple reason why the market’s biggest investors say they aren’t worried about AI bubble, tech stock selling
Bill Ford (L) Chairman and CEO of General Atlantic, and Philippe Laffont (R) founder and portfolio manager of Coatue Management, speak during CNBC’s Delivering Alpha event in New York City on Nov. 13, 2025. Adam Jeffery | CNBC The biggest investors in the world often have a greater focus on the private than public markets, […]
Read More
In defense of junior staff: Why replacing young people with AI could spark a ‘talent doom cycle’
In the U.S., postings for entry-level jobs have declined about 35% since January 2023, per data from labor research firm Revelio Labs. Cemile Bingol | Digitalvision Vectors | Getty Images As more companies brazenly declare AI-driven layoffs in 2025, the first jobs on the chopping block appear to be junior positions and entry-level jobs. Graduate […]
Read More
These underperforming groups may deliver AI-electric appeal. Here’s why.
ETF Edge These underperforming groups may deliver AI-electric appeal. Here’s why. Published Sat, Nov 15 202511:00 AM EST Blair Bao WATCH LIVE Source
Read More
AI anxiety on the rise: Startup founders react to bubble fears
Markets were on edge this week as a steady stream of negative headlines around the artificial intelligence trade stoked fears of a bubble. Famed short-seller Michael Burry cast doubt on the sustainability of AI earnings. Concerns around the levels of debt funding AI infrastructure buildouts grew louder. And once high-flyers like CoreWeave tanked on disappointing guidance. CNBC’s Deirdre Bosa asked those at […]
Read More
Data centers are concentrated in these states. Here’s what’s happening to electricity prices
Electricity prices are surging, voters are growing angry, and the artificial intelligence industry’s data centers are increasingly a target for blame with U.S. mid-term elections on the horizon. Residential utility bills rose 6% on average nationwide in August compared with the same period in the previous year, according to the U.S. Energy Information Administration. The […]
Read More
The question everyone in AI is asking: How long before a GPU depreciates?
Nvidia President and CEO Jensen Huang speaks about NVIDIA Omniverse as he delivers the keynote address during the Nvidia GTC (GPU Technology Conference) at the Walter E. Washington Convention Center on Oct. 28, 2025 in Washington, DC. Anna Moneymaker | Getty Images As a handful of the world’s most valuable companies set out to spend […]
Read More