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2025 › December › 09
AI
7 months ago
F.L.Putnam's chief market strategist Ellen Hazen is nearly certain an AI bubble will happen, but recommends TSMC as one of the best ways to play the trade.
Is it a bubble? ⊖
Given that the growth of demand for AI is so unpredictable, there can be no doubt investor behaviour is speculative
Oracle's AI-fueled debt load has investors on edge ahead of quarterly earnings ⊖
Oracle's fiscal second-quarter results will be a crucial test for the AI trade and whether demand justifies the company's buildout plans.
Instacart's AI pricing tools drive up the cost of some groceries, study finds ○
Federal regulators and politicians have scrutinized companies' use of AI tools to set the cost of products or services, often called "surveillance pricing."
The financial Nostradamus's dire warning of a global crash that'll obliterate British savings ⊖
Why should British savers pay attention to dire warnings about the AI shares bubble from a Californian doctor with autism, a prosthetic eye and a fondness for heavy metal?
Game at centre of AI debate in running for top Bafta award ⊕⊕
Smash-hit Arc Raiders is longlisted for Bafta's best game award alongside Clair Obscur and Silksong.
EU opens investigation into Google’s use of online content for AI models ○
European Commission to assess whether Gemini owner is putting rival companies at a disadvantage
Business live – latest updates
The EU has opened an investigation to assess whether Google is breaching E…
Walmart CEO Doug McMillon on tenure: You can't get growth without change ⊖
Walmart CEO Doug McMillon joins 'Squawk Box' to discuss the move of the company stock to Nasdaq, why he's stepping down as CEO, impact of AI on retail, state of the consumer, and more.
Walmart CEO Doug McMillon on the consumer: There's pressure on lower-income households ⊖
Walmart CEO Doug McMillon joins 'Squawk Box' to discuss the move of the company stock to Nasdaq, why he's stepping down as CEO, impact of AI on retail, state of the consumer, and more.
Watch CNBC's full interview with Walmart CEO Doug McMillon ○
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Walmart CEO Doug McMillon joins 'Squawk Box' to discuss the move of the company stock to Nasdaq, why he's stepping down as CEO, impact of AI on retail, state of the consumer, and more.