Chamath Palihapitiya Warns AI Push By GOOGL, META, MSFT And AMZN Using NVDA Chips Could Double Electricity Rates Chamath Palihapitiya warns the AI push by Google & Meta could double electricity rates, predicting a PR crisis over soaring consumer costs.
Why Did Oracle Stock Rise 4% Today? According to a CBS News report, Oracle's involvement reflects its long-standing interest in data-driven platforms and cloud infrastructure, areas critical to TikTok's operations.
Short-Seller Jim Chanos Bets Against AI Hype, Challenges Brookfield's Data Center Projections Of 10X Growth By 2034 Famed short-seller Jim Chanos bets against AI hype, taking the "under" on Brookfield's forecast of 10x AI data center growth to 82GW.
Why Oracle Stock Skyrocketed Nearly 30% In After-hours Trading Today Oracle’s first-quarter Cloud revenue jumped 28% to $7.19 billion, with the Cloud infrastructure revenue soaring 55% to $3.3 billion.
Gary Black Says This Could Spark Strong Rally In Tech And Growth Stocks If Recession Risks Stay Low Investor Gary Black says tech stocks could soar if 10-year Treasury yields drop below 4%. Get expert analysis from Jeremy Siegel & BlackRock.
AI 'Revolution Is Here'—287 S&P 500 Firms Cite Artificial Intelligence On Earnings Calls In Q2 AI mentions in S&P 500 earnings calls hit a record 287 in Q2, sparking a fierce debate among analysts on an AI bubble vs. a true revolution.
Beth Kindig Warns Of AI Software 'Bubble' Risk Amid R&D Stage, Says True Value Lies In Stocks That Are 'Participating Right Now' I/O Fund's Beth Kindig warns of an AI bubble in software stocks still in the R&D stage and explains where investors can find real value now.
Carlyle Exits Calastone As SS&C Expands Global Fund Reach SS&C Technologies to acquire Calastone for $1.03 billion, expanding global fund distribution and automation. Expected to close in Q4 2025.
BlackRock Shifts Gears, Declares AI The New 'Anchor For Returns' As Inflation Stays Sticky BlackRock is moving away from macro anchors towards "mega forces" like artificial intelligence (AI), expecting returns in near and long term.
Oracle Reportedly Offers US Government Steep Discounts: Retail Traders Raise Eyebrows As Stock Scales New Peaks The GSA reportedly stated that the deal with Oracle is the first of its kind, offering a discounted package on cloud infrastructure for the entire government.
AI Will Disrupt 25% Of US Jobs By 2030—And The Fed Can't Save Them, Economist Warns As AI accelerates job displacement, Craig Shapiro warns that Federal Reserve's tools will be ill-equipped during looming labor crisis.
