Apollo Sounds the Alarm: AI Profits Are a No-Show Outside Tech, and AI-Heavy ETFs Could Pay the Price

Tech and AI stocks rally on strong earnings, defying geopolitical and inflation headwinds

Tech and AI stocks continue to rally strongly despite geopolitical tensions from Iran strikes and ongoing inflation concerns. Snowflake shar

Top economist says AI just hasn’t delivered on the productivity hype—and it means a ‘painful repricing’ of markets is very possible

Top economist says AI just hasn’t delivered on the productivity hype—and it means a ‘painful repricing’ of markets is very possible

Goldman Sachs analyst warns AI industry faces widening profit gap despite massive investment

Goldman Sachs' equity research chief Jim Covello warns that the AI industry faces a growing profit problem, with massive infrastructure inve

AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic

Why the Economics of AI Don't Add Up: A Critical Analysis of the AI Bubble

This article critically examines the economics of the AI industry, arguing that the financial models underpinning major AI companies like Op

AI boom driven by massive infrastructure spending but returns remain uncertain, charts show

The article analyzes the current state of the AI boom through six charts, highlighting the massive spending on AI infrastructure (datacentre