Former Intel Corp. (NASDAQ:INTC) CEO Pat Gelsinger has said the current wave of artificial intelligence investment and vendor financing bears similarities to the early internet boom — but predicted real technological transformation before the end of the decade.Gelsinger: AI Cycle Resembles Early Internet's Exponential HypeIn a conversation with The Business of Platforms Network earlier this month, Gelsinger reflected on the frenzied pace of AI spending, particularly in light of vendor financing deals and ag ...

Group 1 - The stock market experienced a sell-off due to President Trump's threat of "massive tariffs" against China related to rare-earth export regulations [1] - Following the announcement, an additional 100% tariff was imposed on China after market close, leading to initial stock declines [1] - Despite the sell-off, stocks recovered some losses when Trump indicated a potential meeting with Chinese President Xi Jinping later in the month [1] Group 2 - Five AI stocks, including Oracle, are positioned near buy points following the market downturn, indicating potential investment opportunities in the artificial intelligence sector [2]

In a research note out this week, Seapport Research Partners makes a call that the AI trade is indeed in the early days of a bubble driven by spending from six major companies, Amazon, Google, Meta, Microsoft, OpenAI, and Oracle. It comes as the tech sector has announced a wave of deals between some of these players. And joining me now to break down that call, Jay Goldberg, Seport Research Partners senior analyst.Jay, it's good to see you. Thank you for being here. Um, and you know, you say it's a bubble, b ...

By Marc Jones LONDON (Reuters) -Global financial regulators have laid out plans for closer monitoring of artificial intelligence risks as banks and other parts of the financial industry ramp up the use of AI. Banks have been broadly optimistic that AI will make them more productive, but regulators around the world have expressed concerns about its potential impact on financial stability. The G20's risk watchdog, the Financial Stability Board, said in a report on Friday that if too many institutions end ...

Market Overview - Stocks in Japan and Australia experienced declines, while South Korea's market rose, particularly driven by a 6% increase in Samsung Electronics Co. [1][9] - US stocks slipped as investors took a breather after a strong rally in the S&P 500 from its April lows, raising concerns about potential market overheating [1][9]. Economic Indicators - The yen is on track for its largest weekly loss in a year, despite comments from Japan's new ruling-party leader advocating against an excessively weak currency [4]. - The Argentine peso rebounded following a $20 billion financing offer from the US aimed at stabilizing the country's economy after significant declines [5]. Investment Sentiment - Some analysts, including Keith Lerner from Truist Advisory Services, noted that certain areas of the market appear overheated, making it more sensitive to negative surprises [2][9]. - Stock positioning data from JPMorgan Chase & Co. indicates that some investors, including hedge funds, are holding back, with the equity beta of macro hedge funds remaining modestly negative [7][10]. Sector Analysis - The demand for precious metals has increased, with silver reaching its highest price since 1980, while oil prices steadied after a previous drop [2][9]. - Daniel Skelly from Morgan Stanley argued that concerns about an AI bubble are misplaced, as leading spenders continue to show increased earnings power, contrasting with the dot-com era companies that lacked viable business models [8][10].

The Dow Jones Industrial Average (^DJI) was down 292.77 (-0.6282%) points today, reflecting a cautious tone across the U.S. stock market. Dow Futures (YM=F) also indicated weakness, down 276.00 (-0.5889%) points. This pullback comes after a period of record-setting gains for broader indices like the S&P 500 and Nasdaq.The main narrative driving the market today is a combination of the ongoing U.S. government shutdown, which has delayed crucial economic data, and investor anticipation ahead of the full third ...

By Foo Yun Chee and Inti Landauro BRUSSELS (Reuters) -The European Commission on Wednesday announced a 1-billion-euro ($1.1 billion) plan to ramp up the use of artificial intelligence in key industries amid a push to cut the European Union's reliance on U.S. and Chinese technologies. The EU executive's Apply AI strategy followed an action plan unveiled in April which seeks to lighten the regulatory burden and costs for startups struggling to comply with landmark AI rules which entered into force in Augus ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. On Monday, Cathie Wood-led Ark Invest made significant trades, notably increasing its stake in DoorDash Inc. (NASDAQ:DASH), Alibaba Group Holding Ltd. (NYSE:BABA) , while reducing its position in Brera Holdings PLC (NASDAQ:BREA) and Rocket Lab Corp. (NASDAQ:RKLB). The DoorDash Trade Ark Invest made a substantial purchase of DoorDash shares across the ARK Autonomous Technology & Robotics ETF(BATS:ARKQ) and ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a looming question regarding the energy supply needed to sustain this growth [2] - AI data centers, such as those powering large language models, consume energy equivalent to that of a small city, indicating a significant strain on global power grids [2] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI, making it a unique investment opportunity [3][6] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend due to tariffs [5][6] - It possesses critical nuclear energy infrastructure assets, making it integral to America's future power strategy [7] - The company is noted for its ability to execute large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is completely debt-free and has a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also holds a substantial equity stake in another AI-related company, providing indirect exposure to multiple growth engines in the AI sector [9] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off-the-radar, trading at less than 7 times earnings excluding cash and investments [10][11] - The company is recognized for delivering real cash flows and owning critical infrastructure, making it a compelling investment choice in the context of the AI revolution [11][12] Future Outlook - The article emphasizes the importance of being part of the AI investment wave, suggesting that companies embracing AI will thrive while those resistant to change will falter [11][12] - The potential for significant returns is highlighted, with expectations of over 100% returns within 12 to 24 months for investors who act now [15]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a looming question regarding the energy supply needed to sustain this growth [2] - AI data centers consume energy equivalent to that of small cities, leading to concerns about power grid strain and rising electricity prices [2][6] - The company in focus is positioned to benefit from the surge in demand for electricity driven by AI advancements, making it a unique investment opportunity [3][6] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend due to tariffs [5][6] - It possesses significant nuclear energy infrastructure assets, which are crucial for America's future power strategy [7] - The company is noted for its ability to execute large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7][8] Financial Position - The company is completely debt-free and has a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It also holds a significant equity stake in another AI-related company, providing indirect exposure to multiple growth engines in the AI sector [9][10] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off-the-radar compared to other AI and energy stocks [9][10] - The company is trading at less than 7 times earnings, indicating a strong potential for upside in the context of its critical role in the AI and energy landscape [10][11] Future Outlook - The ongoing disruption caused by AI is expected to reshape traditional industries, with companies that adapt to these changes likely to thrive [11][12] - The influx of talent into the AI sector is anticipated to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related opportunities [12][13]