AI Economics
AI economics involves the market productivity and broad economic effects driven by artificial intelligence adoption. Truncated covers its impacts on labor markets, industry productivity, capital allocation and macroeconomic trends.
What Does Agentic ERP Really Cost?
Yardeni explains why Thursday’s selloff is a buying opportunity By Investing.com
Investing.com — Yardeni explains why Thursday’s selloff is a buying opportunity
TSX futures edged lower amid fallout from AI-driven stock rout By Investing.com
Investing.com — TSX futures edged lower amid fallout from AI-driven stock rout
AI won’t pay off for the S&P 493 until CEOs rebuild the work
Fortune — Stop counting layoffs as AI returns.
Citi explains why the AI trade may remain under pressure By Investing.com
Investing.com — Citi explains why the AI trade may remain under pressure
Palantir and CrowdStrike tumble as Wall Street dumps software’s AI winners
Yahoo Finance — Investors are selling the software stocks that rode the AI boom and mostly sparing the ones that have been left behind.
Watch HSBC’s Max Kettner: The AI Trade Hasn’t Fundamentally Changed
S&P 500 (^GSPC) Charts, Data & News
Yahoo Finance — Find the latest information on S&P 500 (^GSPC) including data, charts, related news and more from Yahoo Finance
Breaking: Mayhem in the market 🫧
garymarcus.substack.com — The Generative AI bubble may finally have popped.
Tech firms suffer bloodbath as US midterms fuel AI fears
Yahoo Finance — Asian tech firms suffered a bloodbath Friday as investors tracked a collapse on Wall Street fuelled by fears that Democrats will ramp up regulation of the AI industry following their blowout victory in this week's US midterm elections.The results compounded already heightened fears about the hundreds of billions firms had pumped into the sector and when they would see a return, while the recent spike in borrowing costs also fuelled concerns about their financial position.
Why investors soured on the Democrats
Asia Hedge Funds, Rich Investors Face Steep Losses in AI Selloff
Indian Stocks Gain Haven Appeal as Investors Flee AI Trade
SoftBank Leads Asia Bond Losses as AI Rout Spreads to Credit
Watch Tech Investor Dan Niles: AI Revenue Slowdown Demands Stock Picking
Tiger Global, Whale Rock Battered by AI Fears in Painful October
Watch Market Reassessing Pace of AI Boom: T. Rowe Price's Wang
Hedge Funds Dump AI Debt in ‘Massive’ Selloff, RBC’s Skiba Says
US tech selloff erases post-midterm gains
semafor.com — Nasdaq drops 5% as a chip selloff bleeds into other sectors of the economy.
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