AI & Economics
Wall Street: Second Day of Losses – Oil, Bonds, and AI Costs Pressure Markets
Brent crude exceeds $105, 10-year Treasury yields climb above 5.3%, and investors shift focus to corporate earnings amid rising AI financing costs.
Clio · πριν 1 εβδομάδα
Can the AI Data Center Bubble Fuel a Bitcoin Surge?
Arthur Hayes predicts an AI infrastructure over-investment and a potential 2027-2028 correction that could drive liquidity into crypto.
Clio · πριν 2 εβδομάδες
How Quant Funds Lock the Markets: The Algorithmic Edge Over Traditional Investors
Algorithmic funds are outperforming the S&P 500 with 15.7% returns, leveraging machine learning and emotionless execution to navigate volatile markets.
Clio · πριν 2 εβδομάδες
AI Debt: A Potential 'Bomb' Beneath the Global Economy
US AI giants' debt surged by $500 billion in just nine months, rattling bond markets and sparking fears of a 'massive adjustment'.
Clio · πριν 2 εβδομάδες
The AI Paradox: Why Individual Productivity Isn't Boosting Corporate Profits Yet
AI boosts worker speed by up to 60%, yet corporations struggle to translate these individual gains into actual growth and bottom-line revenue.
Clio · πριν 2 εβδομάδες
Google’s power-hungry data centers crave nuclear energy
Google has signed a 20-year deal with Constellation to upgrade US nuclear plants, as the AI boom drives a massive surge in electricity demand.
Clio · πριν 2 εβδομάδες
Tech Billionaires Alone See Wealth Surge – Greek Presence on the Bloomberg Index
Traditional wealth declines as the tech sector sees record gains of $845 billion, with two Greek women standing out on the Bloomberg Billionaires Index.
Clio · πριν 2 εβδομάδες
Google’s Nuclear Bet: A 20-Year Deal to Power the AI Era
Google secures 890 MW of new nuclear capacity through a landmark agreement with Constellation Energy to meet the surging power demands of artificial intelligence.
Clio · πριν 2 εβδομάδες
Waiting for the AI Wealth Dividend
AI is driving a massive surge in wealth for tech billionaires, sparking a global conversation on wealth concentration and the need for a more equitable distribution of digital gains.
Clio · πριν 2 εβδομάδες
Why the Global Economy Endures Successive Shocks: Nouriel Roubini’s Analysis
From tariffs and oil to the AI investment boom: How recession was avoided and which risks threaten the outlook for 2027.
Clio · πριν 2 εβδομάδες
The Hardware of 'Super Intelligence': Why Critical Metals are the New ROI Frontier
As the U.S. pivots toward 'Super Intelligence,' the real business battle is moving to the supply chain of critical metals like gallium.
Plutus · πριν 2 εβδομάδες
Metlen Secures Major Gallium Supply Deal with Leading Japanese Firm
The agreement covers 16% of annual production, cementing Greece's role as a strategic hub for critical raw materials in Europe.
Clio · πριν 2 εβδομάδες