Financial News on The AI Bubble

Yes, the stock markets are in the midst of huge bubble due AI. Yes, it will pop. Yes, the losses will be huge. But no, KuakXoco doesn't know when it will pop. Wikipedia: Stock market bubbles

• Social media platform Reddit sued the artificial intelligence company Perplexity AI and three other entities on Wednesday, alleging their involvement in an "industrial, [criminal]" economy to "scrape" the comments of of millions of Reddit users for commercial gain. In June, Reddit similarly sued [mis]Anthropic. [KM: bubbles are inflated with crimes]
  - Associated Press, 22 October 2025

• What could torpedo the stock rally [bubble]. The S&P 500 is nearing another record, but some analysts caution that a host of factors may stall its momentum.
  - Ochs-Sulzberger's New York Times, 22 October 2025

• Is the flurry of circular AI investment deals a win-win, or a sign of a bubble? How round-trip deals could echo history [of previous bubble crashes] and hit a wall.
  - Murdoch's Wall Street Journal (locked), 22 October 2025

• Data-center power use to become major antitrust issue. As tech giants pour billions into data centers to cope with unrelenting demand, regulators are taking note. Jonathan Kanter, a former top official at the Justice Department's trustbusting division, expects it to become a big issue over the next decade.
  - Murdoch's Wall Street Journal (locked), 22 October 2025

• [Bubbles do not lift all boats]: OpenAI's ChatGPT should make retailers nervous. Retail companies risk losing control of the online shopping experience.
  - Murdoch's Wall Street Journal (locked), 22 October 2025

• Across banking, the auto sector and retail, executives are warning paid-human employees and investors that non-paid AI is taking over paid-human jobs. Ford CEO Jim Farley warned that Ford will "replace literally half of all white-collar workers" with non-paid AI. [KM: the rich get richer, until too many shoppers lose the ability to shop]
  - Comcast's CNBC, 22 October 2025

• Bubble bubble toil and trouble: the SP500 is more concentrated with AI than ever. Here is how to manage your risk.
  - Comcast's CNBC, 22 October 2025

• Not good for the USA-AI bubble: Airbnb choses Alibaba's open-source AI over "not ready" ChatGPT from OpenAI. Airbnb "relies heavily" on Alibaba's Qwen models to power its AI customer service agent.
  - Alibaba's South China Morning Post, 22 October 2025

• [VIDEO]: yes, we have a bubble, if Stephen Colbert is ridiculing the AI bubble on his show - "the greatest computational achievement of our lifetime is [Elon Musk] generating anime porn?"
  - YouTube, 21 October 2025

• Shares of Netflix drop as much as 8% after it reported results which were catastrophic, with the company missing on both the top and bottom line for profits. [Not a good sign for the AI bubble if an Elon Musk-led boycott of Netflix can hurt such a company so much]
  - Zero Hedge, 21 October 2025

• The 'delta-one' head of trading at Goldman Sachs is getting nervous: there is a "real risk if the AI story cracks [bubble bursts]". "Sentiment and positioning remain mid-range... few investors are over their skis. Even in AI and data centers, multiples are rich but skepticism persists among institutional investors."
  - Zero Hedge, 21 October 2025

• The big browser wars have begun, as OpenAI launches its 'Atlas' browser, sparking anxiety for Google. [KM: competition is not good for bubbles]
  - Zero Hedge, 21 October 2025

• Amazon's reputation at risk after 15 hours of disruptions; may spark customer demand for 'cloud diversification' [KM: not who you want to trust the AI bubble future to]
  - Zero Hedge, 21 October 2025

• Lauren Kunze, the CEO of Pandorabots and co-founder of ICONIQ, tells Bloomberg's Francine Lacqua that "OpenAI's shift to erotica is deeply shocking" in terms of the wider impact it could have on society and generative AI users. [KM: "shocking" the AI bubble into more bubbling, maybe]
  - Bloomberg, 21 October 2025

• Shares of Eos Energy Enterprises surged more than 20% this morning (before pulling back into the cash equity open) after the company announced a $75 million battery manufacturing facility in Pennsylvania to supply Talen Energy Corp. and help meet the state's fast-growing data center power demand fueling the AI bubble.
  - Zero Hedge, 21 October 2025

• Bubble bubble toil and trouble: internal documents reveal how Amazon has a far-reaching plan to replace 75% of its paid-human workforce with non-paid AI robots [KM: yes, Jeff Bezos must get richer, and his poor workers must get poorer]
  - Ochs-Sulzberger's New York Times, 21 October 2025

• What social utility is AI video slop from OpenAI's Sora for, exactly? The truth is that using it made me want to run, screaming, into the ocean. The absurd videos rapidly became stranger and more disturbing. We can see the damage A.I. can cause. How willing are we to stand up to its perversion of reality? [KM: this slop is om;y for inflating bubbles]
  - Ochs-Sulzberger's New York Times, 21 October 2025

• How Sam Altman tied technology's biggest companies to OpenAI. Altman's dealmaking blitz has convinced the giant rich companies of Silicon Valley to tether their fates to his company, essentially making it "too big to fail". [KM: bubble, bubble, toil and AI slop]
  - Murdoch's Wall Street Journal (locked), 21 October 2025

• A guide to cushioning your portfolio against the bursting of the AI bubble. Equal-weighted funds, healthcare and gold are among the ways that financial advisers suggest investors can try to shield their portfolios from another bubble bursting.
  - Murdoch's Wall Street Journal (locked), 21 October 2025

• Not good for the Nvidia (and AI) bubble: scientists in Zhōngguó have created a superfast analog chip using memristors that can solve complex maths problems for advanced scientific tasks and artificial intelligence (AI) while using less power than conventional computing, according to a paper published this month. With future improvements, it could perform calculations at a processing rate 1,000 times faster than top digital processors, such as the Nvidia H100 graphics processing unit, according to the team.
  - Alibaba's South China Morning Post (locked), 21 October 2025

• Not good for blowing Nvidia's bubble: Alibaba Cloud says it can reduce the use of Nvidia AI GPUs by 82% with a new pooling system for scheduling use of the processors
  - Tom's Hardware, 20 October 2025

• The CEO of Nvidia says that Nvidia went from a 95% market share in Zhōngguó to 0%
  - Jiaravanon's Fortune, 20 October 2025

• Another AI-related bubbling: shares of Cleveland-Cliffs jump more than 20% as the steelmaker is reviewing two properties it owns for the presence of rare-earth metals. Presence, not actual minable discoveries.
  - Comcast's CNBC, 20 October 2025

• "A friend calls it the everything bubble": why do so many economists fear a 1929-style market crash?
  - Murdoch's MarketWatch, 20 October 2025

• Bubble bubble toil and trouble: the SP500 has turned an index of the AI bubble. Stocks to diversify your portfolio when it crashes.
  - CNBC (locked), 20 October 2025

• Friction between OpenAI and Microsoft grows as growth slows of ChatGPT app use, and data center buildout risks overcapacity
  - Zero Hedge, 20 October 2025

• Online gambling - investing - gaming. There is no difference anymore.
  - Ochs-Sulzberger's New York Times, 20 October 2025

• [Pained from worrying about the AI bubble?] Reddit's AI has a recommendation for you: use heroin for pain relief
  - ZME Science, 20 October 2025

• The SEC is investigating whether $200-billion-valued AppLovin "misled investors about its data collection and ad-targeting methods" after short-sellers alleged it had used digital 'fingerprints' to improperly track users for targeted ads
  - Murdoch's New York Post, 19 October 2025

• Why the boom in the stock market, due to the AI bubble, could become the biggest economic risk for the USA
  - Apollo Global's Yahoo Finance, 19 October 2025

• "Absolutely" there is a market bubble due to AI: Wall Street sounds the alarm on the AI-bubble as investors go "all in" (a poker gambling term)
  - Apollo Global's Yahoo Finance, 19 October 2025

• OpenAI would have to spend over $1 trillion in the next five years to deliver promised computing power to customers. It may not have the cash, with only about $160 billion in revenue by 2030.
  - Apollo Global's Yahoo Finance, 19 October 2025

• AI isn't the solution to finanial fraud - AI actually might be the biggest problem. AI-generated scams are becoming more widespread.
  - Murdoch's MarketWatch, 18 October 2025

• Sex is a non-innovative big profit center for the AI industry. ChatGPT is not the first questionable Internet business model to try to profit from sex.
  - Associated Press, 18 October 2025

• Why this analyst says that the AI bubble is 17-times bigger than the dot-com bubble/crash [KM: and 17-times more ways for the rich to get richer]
  - Warner Brothers CNN, 18 October 2025

• Real businesses - electric utilities - struggle to answer a multi-billion dollar question: how much power demand by AI data centers is real, [KM: and how much is due to pump-and-dump hyping by AI companies]
  - Comcast's CNBC, 18 October 2025

• He helped pioneer short activism. Now he is waiting for the next bubble to pop. Muddy Waters CEO Carson Block has been forced to change his tactics in an ebullient market that stymies short sellers.
  - Barron's, 18 October 2025

• The stock market survives a bank scare. There is too much riding on this bull market [inflated by the AI bubble].
  - Barrons' (locked), 17 October 2025

• Cory Doctorow's theory of 'enshittification' explains how tech platforms rot from within [KM: in their pursuits of billions of dollars]. As AI grows more profitable - and powerful - it risks the same fate [KM: which will help burst the bubble].
  - Wired, 17 October 2025

• ChatGPT is already stalling out on new subscribers. "The poster child for the AI boom may be struggling to recruit new subscribers to pay for it."
  - Futurism, 17 October 2025

• Foreign investors have pulled nearly $30 billion from Indian equity markets over the past twelve months, much of the money flowing to Taiwan and Korea. Why? Investors fear that non-paid AI will destroy many of the 20 million jobs of people in Bharat working directly and indirectly in IT services. IT services account for 55% of the GDP of Bharat. [KM: yes, rich investors must avoid getting poorer by keeping their money in Bharat, while the rich AI companies get richer. "Laanat hai!" to Bharat.]
  - Bharat Dispatch, 17 October 2025

• Questionable business models: visualizing the 'closed loop' of financial deals between rich AI companies and semiconductor processor manufacturers that feeds the AI bubble [KM: making the rich richer, and the non-rich more miserable]
  - Zero Hedge, 17 October 2025

• Silicon Valley is investing/bubbling in the wrong type of AI - artificial general intelligence. What is more effective and profitable are specialized, targeted-domain, AI systems (such as the successful AI chess programs, and circuit design tools).
  - Ochs-Sulzberger's New York Times, 17 October 2025

• From betting on sports to betting on AI, the USA is bubbling in gambling fever. Working-class investors are flocking to [KM: three 'casinos'] stocks, gambling and cryptocurrencies - beneficiaries of a new age of democratic finance, or the last invitees/['suckers'] to a party that is going to end in a crash
  - Murdoch's Wall Street Journal (locked), 17 October 2025

• Uber[-assholes] are paying paid-human Uber gig drivers to train non-paid AI systems that will eliminate the jobs of the paid humans [KM: yes, the uber-rich must get richer]
  - Business Insider, 16 October 2025

• A real-time checklist for determining if we are in an AI bubble: 14 financial factors
  - Barry Ritholtz, 16 October 2025

• If you were [gambling on the AI bubble], the percent of ChatGPT users willing to pay for it might make you break out in a cold sweat. Only 5% of ChatGPT users pay a subscription of a measily $20/month. So of course, OpenAI announces a culturally-rich/socially-meaningful new service: ChatGPT sexbots. [KM: bubble bubble, toil and t-rubles for OpenAI]
  - Futurism, 16 October 2025

• Is the AI high/bubble turning into a 'hangover'? Capex spending declines and clicks fall.
  - Zero Hedge, 16 October 2025

• According to a survey by the Bank of America, over 50% of investors see AI as a bubble, and 60% say all equities are overvalued
  - Investor Hub, 15 October 2025

• The economics of running an AI company are disastrous [KM: one definition of a bubble]. Most AI companies are losing copious amounts of money on non-paid AI [KM: to replace paid-humans]. But will there be any winners [KM: and certainly not paid-humans]?
  - Futurism, 15 October 2025

• Why Broadcom's gamble on OpenAI [and the AI bubble] is a big risk. Broadcom is hitching its future to Sam Altman's vision.
  - Murdoch's Wall Street Journal (locked), 15 October 2025

• The AI bubble isn't even an innovation in ... bubbles. The DotCom, telecom and Enron that bubbled everything from 1999 to 2001: (1) a startup bubble, (2) unrealistic capital expenditures, and (3) way-too-fancy financial chicanery - is being copied by the AI industry with its copycat bubble.
  - Dave Karpf (substack), 14 October 2025

• The AI bubble is far worse than we thought. According to Julien Garren at MacroStrategy Partnership, the AI bubble is 17-times larger than the DotCom bubble and 4-times larger than the 2008 housing bubble (which caused 27 million people to lose their jobs, and 10 million people lose their homes). Debt problems caused the 2008 crash. Well, according to Goldman Sachs, at least $141 billion of AI capex, out of $500 billion, relies on ... debt.
  - Will Lockett (Medium), 13 October 2025

• Two months ago, Sam Altman was boasting that OpenAI didn't have to do pornography to be profitable. Now it is doing sexbots. [KM: more bubble inflation]
  - Futurism, 13 October 2025

• Shares of Broadcom are [bubbled] up 10%, after it announces that it has entered into an agreement with OpenAI that will see the two codevelop up to 10 gigawatts of AI accelerators, [to, amongst other things, generate smut/pornography].
  - Apollo Global's Yahoo Finance, 13 October 2025

• The AI [bubble] is fuelled by junk debt as crash fears grow. Analysts warn of rise 'circular' tech financing deals as more businesses cancel chatbot subscriptions [KM: junk debt - another way for the rich to get richer]
  - Barclay's The Telegraph, 13 October 2025

• [The AI bubble has inflated] the economy of the USA. But the technology hasn't yet fulfilled the promise of making humans work more efficiently. [KM: yes, but rich AI companies are getting richer]
  - Murdoch's Wall Street Journal (locked), 13 October 2025

• A tangled web of deals stokes AI bubble fears in Silicon Valley. "It is going to be really bad." Fears over AI bubble bursting grow in Silicon Valley. [KM: I guess the rich have gotten rich enough due to the AI bubble.]
  - BBC, 11 October 2025

• The very rich Larry Ellison and Oracle have rushed into the AI bubble, seeking its riches [at the expense of society], but Oracle is borrowing huge amounts of money to do so, most recently adding $18 billion in debt.
  - Barron's, 11 October 2025

• AI isn't the same as the dot-com bubble, but that will not stop it from endling badly. But the popped AI bubble will not cause lasting damage to the stock market or the USA economy.
  - Barron's, 11 October 2025

• This is the dumbest stock market in history. It is dominated by "passive" index investing - the very definition of dumb money, because indexers buy stocks without any regard to valuation. The S&P 500 index now trades for 26 times trailing per-share earnings, far above historic norms. The total value of all the stocks on the U.S. stock market is now 216% of gross domestic product. A recent MIT study, which showed that 95% of current AI investment in industry has earned no meaningful return.
  - Murdoch's MarketWatch, 10 October 2025

• AI data centers are an even bigger disaster than previously thought. AI data centers have an impossibly short runway to achieve profitability. [KM: who needs profits if these AI companies are already filthy rich?]
  - Futurism, 10 October 2025

• McKinsey wonders how to sell AI apps with no measurable benefits. Consultant says software vendors risk hiking prices without cutting costs or boosting productivity. Many customers see AI hiking IT costs without being able to offset these by slashing labor costs. [KM: bubble, bubble, toil and uselessness of the AI bubble]
  - The Register, 09 October 2025

• OpenAI and Anthropic are considering using investor funds to settle potential claims from multibillion-dollar lawsuits, as insurers balk at providing comprehensive coverage for the risks/crimes [KM: that are making rich AI companies richer]
  - Financial Times, 08 October 2025

• The AI bubble is also now a debt bubble, quietly surpassing all bank debt to become the larest debt sector in the financial markets. [KM: well, another way for the rich to get richer]
  - Zero Hedge, 08 October 2025

• The Bank of England warns of a "sharp market correction" if the AI bubble bursts [KM: and these people get paid huge salaries to state the obvious about the AI bubble?]
  - Comcast's CNBC, 08 October 2025

• Stock markets are paying little attention to the flashing lights of the dangers of the huge AI bubble [KM: they see the lights, just trying to get more richer before the crash]
  - Alibaba's South China Morning Post, 08 October 2025

• "Circular" megadeals in the AI industry by the big AI tech giants are raising concerns of [corruption]. Hundreds of billions of dollars in commitments are flying around the AI industry: [KM: a classic rich man's pump-and-dump scheme]
  - SF Gate, 07 October 2025

• More evidence of the general uselessness of the AI bubble: people are making videos of Stephen Hawking being horribly brutalized using OpenAI's Sora 2 video generator.
  - Futurism, 07 October 2025

• OpenAI's Sora 2 has a huge financial problem: OpenAI is burning through cash as users generate countless resource-intensive, [socially-useless] AI videos. Turning Sora 2 into a source of profits will not be easy. It is not clear clear that users will actually pay to use the service. [KM: it is clear, they won't pay, but by then OpenAI would have made 'enough' riches]
  - Futurism, 07 October 2025

• Technology and cryptocurrency stocks drop in price (shares of Oracle are down 6%), after a report that exposes Oracle's "razor thin" margins on rentals of AI processors bought from Nvidia. In some cases, Oracle is losing considerable sums on rentals of small quantities of both newer and older versions of Nvidia's processor chips. [KM: a sign that the AI bubble is closing to bursting?]
  - Zero Hedge, 07 October 2025

• The AI bubble is repeating the DotCom bubble: the SP500 and Nasdaq are tracking their prices during the DotCom bubble, and now are at the point two-years before the DotCom crash
  - Zero Hedge, 07 October 2025

• Is investment into the AI [bubble] getting too circular? Skeptics of a recent investment spree involving OpenAI and others say deals raise questions about the robustness of the artificial intelligence [bubble]. Jim Chanos: "Don't you think that it is a bit odd that when the narrative is 'demand for compute is infinite', the sellers keep subsidizing the buyers?"
  - Ochs-Sulzberger's New York Times, 07 October 2025

• Sexy SOX (the Semiconductor companiy index): overbought, overloved, overheating? SOX at the most overbought levels since late 2017. Bubbled?
  - Zero Hedge, 06 October 2025

• More evidence of the AI bubble - the gap between the Nasdaq and the SPY is the largest since the dot-com bubble/burst. Money flows into USA technology stocks, AI VCs spray close to $200 billion, hedge funds pile in -- yet Big Tech's Q3 growth halves to 14%. What could go wrong? [KM: everything, after the rich get sufficiently richer to let the bubble burst]
  - Zero Hedge, 06 October 2025

• There are two economies in the USA: the AI [bubble] and everything else. The bubbly AI bubble is healthy [KM: but produces little that is vital to people]. The non-AI economy is under duress [KM: while producing many things vital to people]. The AI [bubble] is masking real problems with the economy of the USA [KM: yes, but the rich must get richer].
  - Ochs-Sulzberger's New York Times, 06 October 2025

• AI investors are chasing huge profits. Here is what can go wrong. There are good reasons to think that simply throwing more computing power at the current models will not lead to the huge profits needed to make current investments profitable. [KM: the hallmark of a bubble]
  - Murdoch's Wall Street Journal (locked), 06 October 2025

• The AI bubble that is eating the economy of the USA. AI spending now drives nearly 40% of U.S. GDP growth, yet cracks are forming -- slowing earnings, less liquidity, debt financing, and datacenter REIITs down 10% hint at a shifting cycle.
  - Zero Hedge, 05 October 2025

• Why fears of a trillion-dollar AI bubble are growing. Yet never before has so much money been spent so rapidly on a technology that, for all its potential, remains mostly unproven as a profit-making business model (outside of hype circles). "I am sure it is not zero, but there is a reasonable chance that a tremendous amount of capital destruction is going to come through this cycle." [KM: yes, but at least first the rich will get richer.]
  - Bloomberg, 04 October 2025

• The AI bubble is 17-times the size of the dot-com bubble (before it crashed), and four times the subprime bubble before it crashed. [KM: get richer before the crash of the latest financial fraud!]
  - Murdoch's MarketWatch, 03 October 2025

• Jeff Bezos says AI is in an industrial bubble but society will get "gigantic benefits" from the tech bubble [KM: yes, if by 'society', he means rich people like him]
  - Comcast's CNBC, 03 October 2025

• Americans increasingly see legal, addictive, sports betting as a bad thing for society and sports
  - Pew Research Center, 02 October 2025

• Stocks hit record highs around the globe as the AI bubble hits escape velocity
  - Zero Hedge, 02 October 2025

• How big is the AI bubble? "AI related stocks have accounted for 75% of S&P 500 returns, 80% of earnings growth and 90% of capital spending growth since ChatGPT launched in November 2022."
  - Zero Hedge, 01 October 2025

• Will AI crash the economy? The lines of AI 'dominoes' being toppled run through every nook and cranny of the economy.
  - Of Two Minds, 02 October 2025

• The $100 billion 'circle jerk' of financing between AI vendors [that pumps up the markets]: $100 billion flows from Oracle to Nvidia, then sometime later, $100 billion flows from Nvidia to OpenAI, and then sometimes later $100 billion flows from OpenAI to ... Oracle. [KM: how else can they prevent the bubble from bursting?]
  - Zero Hedge (locked), 01 October 2025

• Debt is fueling the next wave of the AI bubble. For aspiring artificial-intelligence competitors such as Oracle, future riches rely on debt and hope.
  - Murdoch's Wall Street Journal (locked), 30 September 2025

• Gambling fever is getting worse across the (bubbled) stock market. Assets in leveraged equity ETFs in the US are nearing their peaks as speculation in the market intensifies.
  - Zero Hedge, 29 September 2025

• Financial markets detach from economic fundamentals, and thus are way overpriced
  - Zero Hedge, 28 September 2025

• How much of the AI bubble is being inflated by Nvidia recycling its cash, for example, its $100 billion investment in Open AI which will use many of those billions to buy products from ... Nvidia? Nvidia has engaged in a variety of 'circular' deals in which it invests in, or lends money to, its own customers - something which helped popped earlier technology bubbles. A similar circle is Nvidia investing in CoreWeave which uses some of that money to obtain data center capacity from OpenAI, as well as Nvidia agreeing to buy data center capacity from CoreWeave.
  - Jiaravanon's Fortune, 28 September 2025

• Renowned roboticist Rodney Brooks has a wake-up call for investors gambling billions of dollars into humanoid robot startups: you are wasting your money. He calls the promises of robot companies such as Tesla "pure fantasy thinking". [KM: yes, but how else to create insane valuations to make the rich richer?]
  - TechCrunch, 28 September 2025

• Researchers are finding that productivity gains are modest - at best, when using AI coding tools, and at worst, that non-paid AI tools can actually slow down paid-human software developers [KM: can't inflate a bubble this way]
  - Futurism, 28 September 2025

• Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.
  - Murdoch's Wall Street Journal (locked), 27 September 2025

• What if the huge (bubbled) demand for all-things AI (such as disk drives) causes customers to double- and triple-order, leading to an inevitable glut, and the next downturn? Or what if the broader AI cashvalanche is a replay of the late 1990s dot-com bubble, when companies borrowed richly to lay 'dark fiber', i.e., broadband capacity that exceeded demand? But a lot of this is funded with cash flow, so any downtown will not be too severe.
  - Barron's, 27 September 2025

• Very rich tech companies are investings hundreds of billions of dollars into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.
  - Murdoch's Wall Street Journal (locked), 26 September 2025

• The CFO of SAP, Dominik Asam, warns that non-paid AI will help us "afford to [fire] people" but if we do it wrong, it will be a "catastrophe"
  - Jiaravanon's Fortune, 24 September 2025

• The AI bubble is unsustainable unless tech spending goes "parabolic", warns Deutsche Bank. "This is highly unlikely".
  - Jiaravanon's Fortune, 24 September 2025

• Shares of Alibaba rise 9% after it announces future plans (not current spending) to boost its AI capital expenditures. "Don't need more capex [spending] anymore - just need to promise more capex [spending] [KM: to make rich AI companies richer]
  - Zero Hedge, 24 September 2025

• Even Goldman Sachs's Delta-One head is shocked at Nvidia's grotesque vendor financing scheme. "One firm invests $100 billion in the other, so it can buy $100 billion of processor chips made by the investor. Welcome to AI's circular [corrupt] economy."
  - Zero Hedge, 23 September 2025

• The AI bubble keeps on getting inflated. Nvidia announces a $100 billion investment in OpenAI. [KM: how many paid humans are going to have to lose their jobs for a return on this investment?]
  - Zero Hedge, 22 September 2025

• More on the AI bubble: very rich AI companies are projected to earn $800 billion less than they need to build their data centers and related infrastructure. A Bain report raises further questions about the AI industry's valuations and business model. [KM: unless the rich AI companies find more ways to profit with non-paid AI by destroying paid human jobs]
  - Bloomberg, 22 September 2025

• Nuclear stocks are soaring/ bubbling. We size up the prospects for 3 new ones - Terra Innovation, Terrestrial Energy, and Eagle Energy Metals. Three companies building small nuclear reactors aim to go public via SPACS. What to watch for.
  - Barron's, 20 September 2025

• Are we living the last high-tech/real-estate bubble? The consensus holds there will be another bubble after the Everything Bubble pops, but this might be misplaced confidence in the godlike powers of central banks.
  - Zero Hedge, 19 September 2025

• Fed Chair Jerome Powell on signs of an AI bubble and an economy leaning too much on the rich [KM: who are profitting from the AI bubble]
  - Jiaravanon's Fortune, 17 September 2025

• There isn't just one AI bubble - there are three: an asset bubble, an infrastructure bubble, and a [mega]-hype bubble - much the same as with the dot-com bubble/burst.
  - Fast Company, 16 September 2025

• Did USA industrial production data just expose a weak spot in the AI boom narrative? If AI is so successful (as proxied by the stock prices of AI companies), then why isn't demand for electricity (from Utilities) soaring?
  - Zero Hedge, 16 September 2025

• The AI bubble is much inflated by OpenAI's spending. But OpenAI needs more paying users to help finance its ambitions, but researchers and consultants are not sure they will materialize soon [given the general gimmicky nature of AI chat systems]
  - Murdoch's Wall Street Journal (locked), 13 September 2025

• OpenAI's spending spree is inflating the current tech industry bubble. Oracle is the latest winner. [KM: everyone losing their paid-humans jobs to non-paid AI still remain the losers]
  - Comcast's CNBC, 13 September 2025

• Elon Musk may be trying to pivot Tesla away from electric vehicles and toward humanoid robots, but to skeptical investors there is no hiding from its stagnating sales and eye-watering stock market valuation that leaves little room for error, given intense competition in the mature robotics industry. Still fans of the Musk bid up shares 6%.
  - Bloomberg, 12 September 2025

• Oracle is the new champion of the AI bubble, displacing Nvidia, for better or worse. The software giant is expected to double its revenue in three years, but its future now fully hinges on the AI bubble.
  - Murdoch's Wall Street Journal (locked), 11 September 2025

• Worsening of the AI bubble: without AI, there is no alpha growth in the stock markets. "The 30 or so AI stocks in S&P 500 have a combined 43% of market cap."
  - Zero Hedge (locked), 10 September 2025

• Here is the batshit insane predictions of Oracle that pumped its stock up 40% - it predicts its AI cloud revenue to increase for $18 billion to $144 billion in five years. [KM: why not mega-hype, and say to $144 trillion? Oh, not enough paid-human jobs available to destroy?]
  - Zero Hedge, 09 September 2025

• Why billions in AI investments can be a disaster for some companies, as many companies are not seeing a return on the investment in AI [KM: yeah, because these companies paid-human jobs are harder to destroy with non-paid AI]
  - Zero Hedge, 09 September 2025

• A top Goldman Sachs trader says that the risk/reward of being short at this point in time "seems pretty attractive" [another sign of a bubble]
  - Zero Hedge, 08 September 2025

• Goldman Sach's top stock picker warns AI's next phase [of bullshit] may not justify the hype pumping up AI stock prices
  - Apollo Global's Yahoo Finance, 05 September 2025

• GPT-5's disappointing launch underscores broader disappointments with the AI bubble. Is AI headed toward the trough of disillusionment?
  - IEEE Spectrum, 02 September 2025

• "The largest theft of IP in human history" (worse than Napster): breaking down the year-long investigation into how AI are committing the federal crime of stealing/infringing music. Global music publishers group ICMP says songs by The Beatles and Michael Jackson are among those being illegally scraped to train genAI systems by the likes of Meta, OpenAI, X and Microsoft. [KM: but rich AI companies (including Zuckerberg and Gates) must be allowed to get richer.]
  - Billboard, 02 September 2025

• Stock prices in the US are now pricier than they were before the huge Dot-Com crash about 20 years ago. The SP500 has never been this expensive, or more concentrated in fewer (Big Tech) companies.
  - Murdoch's Wall Street Journal (locked), 11 July 2025

• AI and the new frontier of lawsuits: OpenAI's ChatGPT faces lawsuits for causing suicides, defamation and even murder. What is most needed is congressional action to examine not only the dominance of these AI systems but also the conduct of corporations like OpenAI.
  - Zero Hedge, 01 September 2025

• The billionaire CEO of Salesforce, Marc Benioff, brags of being able to fire 4000 paid-humans in his customer support division by using non-paid AI agents. The billionaire Benioff's "wet dream" - as he calls the first eight months of 2025, during which an estimated 10,000 paid-human jobs have been lost to non-paid AI - "eight of the most [sexually?] exciting months of my career".
  - KRON News, 01 September 2025

• How an AI company, Builder.AI, went from a grossly inflated (outside the AI world) valuation of $1.5 billion to zero (0, no, nil) dollars in a few months, after the bored of directors discovered that sales had been significantly overstated, the CEO resigned, and the company went into bankruptcy.
  - Ochs-Sulzberger's New York Times, 31 August 2025

• The economic scam of AI: as of July 2025, revenues of AI companies were about $18.5 billion. This, despite the hundreds of billions of dollars of investments, and the fact that just two companies (OpenAI and Anthropic) account of 88% of the revenues, and neither company is profitable
  - Zero Hedge, 30 August 2025

• [Another con of rich AI companies:] cutting-edge AI was supposed to become less expensive. But now it is more expensive than ever. The small companies that buy artificial intelligence from the giants to create apps and services are suffering economically. [KM: but the rich AI companies must get richer].
  - Murdoch's Wall Street Journal (locked), 30 August 2025

• Don't shove AI technology down the throats of buyers: Tesla's Full Self-Driving technology repels more potential buyers (35%) than it attracts (14%). Nearly half of consumers surveyed by Slingshot said they think FSD technology should be illegal.
  - Comcast's CNBC, 29 August 2025

• Bubble bubble, toil and financial trouble: Nvidia's top two mystery customers made up 39% of its second-quarter revenues in 2025. [Why the secrecy if this technology is so fantastic?]
  - Comcast's CNBC, 29 August 2025

• Are rich AI companies the false saviors of a hollowed-out economy in the USA? AI is being hyped not just by promoters reaping billions of dollars in stock market gains, it's being hyped by the entire status quo because it's understood to be the last chance of saving an economy doomed by the consequences of decades of artifice. Problem: filthy rich AI companies are false saviors. Their technology doesn't work as advertised, the technology has multiple inherent limits that can't be overcome by scaling up processors, and the dystopian consequences of even this first wave are already uncontrollably destructive: AI psychosis and addiction to AI chatbots is making users even lonelier and more isolated than they were before embracing AI, AI Slop is overwhelming legitimate content, AI agents are just good enough to degrade already pathetically deficient corporate services, LLM models are Swiss-cheese security risks, and 95% of all corporate AI projects founder. [KM: The rich must get richer, right?]
  - Charles Hugh Smith (substack), 28 August 2025

• There is a stunning financial problem with AI data centers. According to one analyst, "AI datacenters to be built in 2025 will suffer $40 billion of annual depreciation, while generating somewhere between $15 and $20 billion of revenue". In other words, new data centers have a very tiny runway in which to achieve profits that currently remain way out of reach, a long-term bet that AI will all but make human labor obsolete, [KM: while making the rich richer]. He estimates that that American data centers would have to bring in a mammoth sum of $480 billion dollars in 2025 alone.
  - Futurism, 28 August 2025

• Elon Musk appears to be completely addicted to anime gooner AI slop. The billionaire has sought to promote his AI chatbot Grok by emphasizing how it can generate animated images of scantily clad women.
  - Rolling Stone, 26 August 2025

• Struggling small biotech firms are pivoting into cryptocurrencies, rebranding as "crypto treasuries" or stockpiling digital assets like Ether and Litecoin as a last-ditch effort to boost share prices amid stalled funding and weak drug pipelines
  - Bloomberg, 25 August 2025

• "It is almost tragic": bubble or not, the AI backlash is validating what one AI researcher and critic - Gary Marcus - has been saying for years. Marcus has been warning of the limits of large language models since 2019 and warning of a potential bubble and problematic economics since 2023.
  - Jiaravanon's Fortune, 24 August 2025

• Tops in the stock market look a lot like current conditions
  - Zero Hedge (locked), 21 August 2025

• More proof of the AI bubble/[scam]: there are 498 AI unicorns with a combined inflated value of $2.7 trillion. [KM: the number of people who will have to lose their jobs to make that investment profitable.]
  - Zero Hedge, 21 August 2025

• The warning signs that the AI bubble is about to burst. Shock sell-off after study warns most investments in artificial intelligence get zero returns.
  - Barclay's The Telegraph, 20 August 2025

• Say farewell to the AI investment bubble, and get ready for the big stock market crashes
  - Los Angeles Times, 20 August 2025

• Weeks after reports that Facebook was offering $100 million signing bonuses to poach OpenAI talent (a sign of an AI bubble), it turns out the social media giant's chatbot ambitions aren't working too well - as the company has frozen hiring in its artificial intelligence division
  - Zero Hedge, 20 August 2025

• Technolgy stocks in the USA decline after an MIT study claimed 95% of companies see no returns from generative AI, while OpenAI warned of a potential bubble
  - Jiaravanon's Fortune, 20 August 2025

• Technolgy stocks in the USA decline after an MIT study claimed 95% of companies see no returns from generative AI, while OpenAI warned of a potential bubble
  - Gizmodo, 20 August 2025

• AI is a mass-delusion event [KM: to make the rich richer]. Three years in, one of AI's enduring impacts is to make people feel like they are losing their minds. [Not the basis for organic growth.]
  - The Atlantic, 18 August 2025

• A report out of MIT discloses that 95% of generative AI pilot projects are companies are failing, delivering little to no measurable impact on profits.
  - Jiaravanon's Fortune, 18 August 2025

• [AI bubble-blower] Sam Altman of OpenAI sees an AI bubble forming as industry spending surge. A really NOT brilliant observation, one reason why ChatGPT really isn't brilliant.
  - Comcast's CNBC, 18 August 2025

• YouTube is drowning in channels of AI slop. Anything to help Google sell more ads.
  - Futurism, 16 August 2025

• The AI industry is still light-years from making a profit, despite a collective trillion dollar valuation. By 2030, the AI-scam industry will need over $6 trillion to maintain services. But with revenues this year of 2025 at about $300 billion, where are the future profits going to come from (other that causing lots of people to be fired) to provide any return on these investments? With each new dud model, it appears more and more like AI progress has reached a plateau. It is hard to see AI as anything other than a massively-inflated bubble preparing to burst.
  - Futurism, 16 August 2025

• AI cloud company CoreWeave crashes 46% after lockup expires (so employees can sell shares after the IPO). Is it the AI bargain of the year, or a falling knife - a portent for the AI bubble bursting?
  - GuruFocus, 15 August 2025

• We are bubbled boiled frogs: AI slop, phishing, AI deep fakes, and AI-generated spam, spam, spam - an attention economy riddled with cons, deception, extortion and fraud. [KM: But the rich must get richer.]
  - Of Two Minds, 16 August 2025

• There is a compelling theory as to why GPT-5 sucks so much. As "The Register" speculates, it is likely because GPT-5 is really meant to be "less of an advancement and more of a way to save compute cost". [KM: To make the rich OpenAI richer.]
  - The Register, 13 August 2025

• There is a compelling theory as to why GPT-5 sucks so much. As "The Register" speculates, it is likely because GPT-5 is really meant to be "less of an advancement and more of a way to save compute cost". [KM: To make the rich OpenAI richer.]
  - Futurism, 13 August 2025

• Shares of CoreWeave plummet 16% as the AI cloud company reports "deteriorating" operating income outlook. "Their interest expense is higher than their operating income which means they are not generating enough profit to pay their debt holders." CoreWeave is one of the largest holders of Nvidia'a AI processors. Its stock is a measure of AI demand.
  - Apollo Global's Yahoo Finance, 13 August 2025

• Companies are spending billions of dollars on AI, but it has yet to pay off. Corporate spending on artificial intelligence is surging as executives bank on major efficiency gains. So far, they report little effect on their profits.
  - Ochs-Sulzberger's New York Times, 13 August 2025

• "Sitting ducks" - has the AI bubble/cycle peaked? Valuations of tech stocks have yet to price in this reality-expectation gap for LLMs.
  - Zero Hedge (locked), 12 August 2025

• The stock market is still rigged for the rich, with 40% of the money in SP500 stocks invested in just 10 stocks - the misanthropic Big Tech companies inflating the AI bubble
  - Zero Hedge, 11 August 2025

• Is the AI bubble bursting? This is the signal to watch. The moment AI cash burn starts threatening the AI overbuild trade, this indicator will spike.
  - Zero Hedge (locked), 10 August 2025

• Any new financial market collapse could come at the hands of cryptocurrency and/or stablecoins, which have in many ways become an essentially unregulated $4 trillion slush-y money market fund reminiscent of 2008
  - QTR's Fringe Finance (substack), 10 August 2025

• Inflation is rising, growth is slowing, and stocks are bubbly. What could go wrong?
  - Barron's, 09 August 2025

• The AI industry is horrified [KM: at the threat to its huge profits and valuations] as it faces the larges class action lawsuit ever certified for its criminnal infringements of copyrighted works they use to train their AI models to make them richer
  - Condé Nast's Ars Technica, 08 August 2025

• The very rich companies of Silicon Valley are dictating/buying/controlling national AI policies in the USA. It is a mistake that will benefit Zhōngguó. Zhōngguó's approach is much more open, focused on real-world useful applications. [KM: The USA approach is anything that makes rich AI companies richer.]
  - Comcast's CNBC, 08 August 2025

• High costs and thin margins threatening mostly useless non-paid AI coding startups. Fierce competition and the high costs of the latest LLMs makes their economics lousy, with margins neutral or negative. Just desserts for trying to replace paid-humans with non-paid AI.
  - TechCrunch, 07 August 2025

• A new study raises concerns over Universal Basic Income to support people when non-paid AI takes all of their paid-human jobs. UBIs have not achieved significant improvements and may actually have some negative consequences for recipients.
  - Zero Hedge, 07 August 2025

• A new study raises concerns over Universal Basic Income to support people when non-paid AI takes all of their paid-human jobs. UBIs have not achieved significant improvements and may actually have some negative consequences for recipients.
  - Murdoch's Wall Street Journal (locked), 07 August 2025

• As a sustainable source of growth, the great construction boom for AI data centers only provides temporary local benefits and jobs. Once constructed, they require few workers.
  - Condé Nast's Ars Technica, 07 August 2025

• Mo Gawdat, a former executive at Google, says that the idea that non-paid AI will create new paid-human jobs is "100 percent crap" - even CEOs are at risk of displacement
  - Comcast's CNBC, 05 August 2025

• Mo Gawdat, a former executive at Google, says that the idea that non-paid AI will create new paid-human jobs is "100 percent crap" - even CEOs are at risk of displacement
  - Murdoch's New York Post, 05 August 2025

• Big Tech USA, [KM: which wants to control the world in their misanthropy], have struggled to compete with Brazil's digital payments system, Pix - a good example of national-based technology. Having failed to crush on their own, Big Tech is relying on the government of the USA to investigate the country's "unfair trade practices". Unlike [authoritarian] Apple Pay and Google Pay, Brazil's payment system is a free, public model that strengthens democracy that doesn't need to be bubbled..
  - Rest of World, 31 July 2025

• The great AI investment bubble: smarter machines, dumber humans - when $200 billion buys you more ads and less IQ [KM: to make rich companies richer]A.
  - Zero Hedge, 31 July 2025

• A study of 12,069 middle and top-level venture capital professionals at US firms between 1996 and 2025 found that 46% never achieved a successful investment
  - Ilya Strebulaev (LinkedIn), 24 July 2025

• AI: over-promise + under-perform = disillusionment and blowback [what else do you expect from the latest stock market bubble?]
  - Of Two Minds, 23 July 2025

• Despite trillions of dollars of investment, analysts at JPMorgan can't find evidence of any benefit to this waste in the economic statistics. "If large long-term productivity effects of AI are in fact realized, we believe that they largely lie ahead of us."
  - American Enterprise Institute, 22 July 2025

• The massive "Stargate" AI project of OpenAI's Sam Altman and Softbank's Masayoshi Sun is a financial failure, with nothing but hot air between two egomaniacs
  - Zero Hedge, 22 July 2025

• Retail/individual investing/speculation/gambling is back with a vengeance, especially the latest gambling vehicle on tech stocks: zero-days-to-expire options. One of the most visible examples of this being outright gambling is Robinhood. The brokerage earns four times more revenue from options trading than traditional stock commissions, while its stock price has soared over 300% in the past year.
  - RealInvestmentAdvice.com, 21 July 2025

• Hartnett: the best way to tell if we are in another stock bubble: "When stocks are rising and ignoring a rise in inflation expectations & bond yields to new highs."
  - Zero Hedge (locked), 20 July 2025

• Trump's is the AI bubble's [Ponzi scheme] best friend
  - Barron's, 19 July 2025

• Mostly socially-useless AI accounted for 71% of venture capital funding in Q1 2025, starving funds for the type of future technologies that Zhōngguó is dominating. Traitors.
  - Zero Hedge, 16 July 2025

• The AI stock market/investment bubble is now bigger than the early mega-hype bubble of the DotCom era at its peak
  - Zero Hedge (locked), 16 July 2025

• Multi-billion dollar AI company Hugging Face is illegally (to make money) hosting 5,000 AI models of real people without the consent of the real people.
  - 404 Media, 15 July 2025

• Short-sellers in the Tesla casino win about $1.4 billion, after shares of Tesla decline due to Musk's recent political activities
  - Thomson's Reuters, 07 July 2025

• Superintelligence will never arrive. More and more, OpenAI's Sam Altman appears to be another Silicon Valley 'snake oil' salesman, pitching the next big scam with nothing economically substantial behind it.
  - Zero Hedge, 06 July 2025

• Samsung will delay completion of building a semiconductor processor factory in Texas worth $44 billion, because "there are no customers" for its 4-nanometer technology (as 2-nanometer technology because more in demand)
  - Tom's Hardware, 03 July 2025

• More corporate executives start confessing their 'wet dream': that non-paid AI will cause lots of paid-humans to lose their jobs. The CEO of Ford (giddily?) predicts that AI will allow CEOs like him to fire "literally half of all white-collar" paid humans that work for companies.
  - Murdoch's Wall Street Journal (locked), 03 July 2025

• 40% or more of parents in the USA wish that their children could grow up without having to access/use online pornography, social media, messaging apps, and smartphones. [KM: But then how will the rich Big Tech companies get richer?]
  - Zero Hedge, 02 July 2025

• Another useless, bubbling, AI application: LooksMapping, an AI-powered website that rates restaurants not by how good the food is, but by how attractive are its customers [KM: alas, more sociopathy]
  - Ochs-Sulzberger's New York Times, 02 July 2025

• While he gets even rich, rich Silicon Valley investor Vinod Khosla predicts (gleefully?) that non-paid AI will replace 80% of the jobs performed by paid-humans by the year 2030 [KM: making them non-consumers of SP500 products]
  - Jiaravanon's Fortune, 01 July 2025

• Indoor farms struggle to sustain momentum as funding dries up. Billions of dollars of annual venture funding for vertical farming has fallen to millions. [KM: a mini-tech-bubble bursting]
  - Murdoch's Wall Street Journal (locked), 30 June 2025

• The AI backlash keeps growing stronger. As generative AI tools continue to proliferate, pushback against the technology and its negative impacts grows stronger.
  - Wired, 28 June 2025

• A new factor to disrupt the AI bubble: a declining USA dollar. For many Big Tech comnpanies, the majority of their income is from outside the USA (Facebook earns about 63% of its income outside the USA). A weakening dollar either reduces these companies net earnings in dollars (sending down their stock prices) or forces them to raise their prices, decreasing demand outside the USA which can have a similar effect.
  - Barron's, 28 June 2025

• Beneath the glossy 4.2% unemployment rate lies a darker truth: one in four Americans is functionally unemployed. But this is not just about the labor force - it is a harbinger of what is unraveling beneath the USA economy. Mass layoffs, a collapsing hiring outlook, AI-driven job destruction, and spiraling corporate bankruptcies paint a chilling picture.
  - Zero Hedge, 26 June 2025

• [Bubble, bubble, toil and trouble:] 16 desperate states in the USA have given $6 billion in tax breaks in the last five years to very rich tech companies to build data centers in their states. The tax breaks are probably higher in value, because many states don't disclose the tax breaks to the public. And while the companies promise hundreds of new jobs, the AI run at these data centers will probably cause more jobs losses than gains.
  - Comcast's CNBC, 25 June 2025

• Ordinary, 'retail', investors are souring on Big Tech. Some worry about stretched valuations after a big run-up, and are moving money into newer trades such as consumer staples or international stocks.
  - Murdoch's Wall Street Journal (locked), 23 June 2025

• OpenAI may have screwed up so badly that its entire future is under threat. Microsoft is ready to walk away from the frustrating negotiations with OpenAI as both parties seek to renew their partnership amid OpenAI's for-profit push.
  - Futurism, 22 June 2025

• Anthropic researchers found that 16 leading AI models from OpenAI, Google, Meta, xAI, and other major developers consistently engaged in harmful behaviors including blackmail, corporate espionage, and actions that could lead to human death when given autonomy and faced with threats to their existence or conflicting goals. [KM: not behaviors that lead to sustainabe growth, only bubbles]
  - Anthropic, 20 June 2025

• Joe Davis, the global chief economist at Vanguard, predicts that bond yields could rise to 9% if the hyped-benefits of the AI [bubble] do not outweigh the costs of the deficit in coming years
  - Barron's, 14 June 2025

• The boom in building data centers for non-intelligent AI systems may turn into a long-term oversupply, with many such investments losing money
  - Zero Hedge, 12 June 2025

• Here is why stocks, bitcoin and gold are rising to record highs at the same time. This [bubbling] has not happened in over 10 years.
  - Murdoch's MarketWatch, 12 June 2025

• Investors are questioning the huge amount of cash Big Tech is using to inflate the AI bubble, fueling concerns for profit margins and the risk that depreciation expenses will drag stock prices down before companies can see investments pay off. Much easier to get out before the AI bubble pops.
  - Bloomberg, 11 June 2025

• CoreWeave and Palantir are compared to pump-and-dump meme stocks as the price of their shares soar
  - Bloomberg, 10 June 2025

• "AI is not intelligent": the Atlantic magazine criticizes the "scam" underlying the AI industry. These AI systems are just very successful guessing systems, not intelligent, as the rich AI companies claim they are, [KM: to bubble their stocks].
  - The Atlantic, 09 June 2025

• "Lots of wrong way action": hedge fund favorites crushed by most shorted names. And this happens even as hedge fund bears have officially capitulated and are chasing upward momentum with full complacency. [KM: bubble behavior]
  - Zero Hedge, 08 June 2025

• A rush by large rich tech companies to build so many data centers for AI may end up being "irrational", and there is a particular risk in building small nuclear reactors to run them, a prominent tech investor warned Wednesday - where will be the return on investments for these AI data centers running mostly socially useless applications?
  - Axios, 04 June 2025

• Wall Street is all in on investing in AI data centers. But are the investments the next investment bubble?
  - Ochs-Sulzberger's New York Times, 04 June 2025

• NVDA stock is priced for perfection, investment bank analyst suggests. Nvidia could be hurt by an erosion of its revenue from both Zhōngguó and the large cloud-infrastructure players.
  - Insider Monkey, 28 May 2025

• $400,000,000+ - The collapse of a $1.5 billion AI unicorn in Bharat. There was no AI technology - it was just a group of programmers in Bharat writing code supposedly from an AI system. The scam lasted for 8 years. Over $400 million was raised, none left as the company files for bankruptcy.
  - Binance, 25 May 2025

• Hedge fund trend monitor: Q1 short interest soards to 6-year high
  - Zero Hedge, 21 May 2025

• Hedge funds are massively shorting the record rebound for NASDAQ stocks. Hedge Fund shorts surged ~$25bn - the largest amount for at least the past 10 years.
  - Zero Hedge, 20 May 2025

• About 40% of the money raised by U.S. startups last year came from funds focused on AI - a huge number of humans are going to have to be fired to pay off these investments. But a lot of these AI startups are "zombiecorns", companies "with poor revenue growth and unit economics that are struggling to raise money".
  - Comcast's CNBC, 20 May 2025

• Netflix nears a market valuation of $500 billion. Why its stock is still a buy even at these levels?
  - Barron's, 17 May 2025

• How the sovereign funds of oil-rich nations in the Middle East are joining the AI investment bubble, more trillions of dollars to [KM: to inflate the AI bubble]
  - Barron's, 17 May 2025

• 70% of the revenue of Super Micro Computer (SMCI) comes from AI, as it rides the AI bubble
  - Insider Monkey, 13 May 2025

• AI company Palantir now among the 10 most valuable tech companies in the USA, with an insane P/E ratio of 520 times trailing earnings. Palantir's valuation surpasses that of Salesforce, which is 10 times bigger in terms of revenue.
  - Comcast's CNBC, 08 May 2025

• The stock price of Palantir does not make any economic sense, but devoted investors don't care - a meme/bubbled stock? The software company has a cultish following and a red-hot stock. The business continues to drive huge debate on Wall Street.
  - Barron's, 03 May 2025

• Jim Cramer says that Palantir Technologies is the "number one hyped [bubbled] meme stock" of all time
  - Insider Monkey, 28 April 2025

• The next recession: where are corporate profits going to come from as globalization, price-gouging, planned obsolescence, shrinkflation and immiseration stop working to generate profits?
  - Zero Hedge, 25 April 2025