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2025 › November › 21
AI
8 months ago
We understand the concerns about valuations in the speculative aspects of the AI, but not in the best of the best stocks we own.
Wall Street heads into Thanksgiving week with questions over AI trade, Fed rate cut ○
Next week's shortened holiday week could prove volatile.
Tech stocks set for big losing week as AI names get rocked after Nvidia earnings ⊖
Investors had looked to Nvidia's earnings report to settle fears that the AI bubble is on increasingly shaky ground.
Google must double AI serving capacity every 6 months to meet demand, AI infrastructure boss tells employees ○
At a recent all-hands meeting, Google's head of AI infrastructure said the company has to race to build out compute capacity.
Rachel Reeves is studiously ignoring the cause of Britain’s woes: the Brexit-shaped hole in its roof | Jonathan Freedland ⊖
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a story from The Guardian ⚠️ › International
The autumn budget will mop up some damage, but the true source of the economic crisis is clear. The government should now fix it – don’t hold your breath
Imagine a family stuck in a house that constan…
Universities blame ‘societal shift’ for axing foreign language degrees ⊖
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a story from The Guardian ⚠️ › International
Numbers taking languages at A-level and beyond has been falling for decades, although Duolingo says its app is most popular with young people
Universities are blaming a “societal shift” for the axing…
Robinhood shares head for brutal weekly loss as bitcoin, AI stocks are hit hard ⊖
The platform's core business relies on retail investors pouring into speculative corners of the market, particularly crypto and AI-linked stocks.
Markets on track for worst week since April as AI bubble fears mount; UK borrowing exceeds forecasts in October – business live ⊖⊖
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a story from The Guardian ⚠️ › International
Rolling coverage of the latest economic and financial news
Shares are falling faster than wickets in Perth at the start of trading in London, as fears of an AI bubble rip through markets again.
Followi…
Google must double AI compute every 6 months to meet demand, AI infrastructure boss tells employees ○
At a recent all-hands meeting, Google's head of AI infrastructure said the company has to race to buildout compute capacity.
Clifford Chance cuts London services staff as use of AI increases ⊕
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a story from The Guardian ⚠️ › International
Law firm reportedly makes about 50 roles redundant, and PwC indicates that AI may lead to fewer hirings
The law firm Clifford Chance is reducing the number of business services staff at its London bas…