An imagined dystopia of mass unemployment fuelled by artificial intelligence unnerves investors. Nvidia’s record‑breaking numbers fails to lift the mood. Plus, how global chip demand is reshaping markets from Seoul to Silicon Valley. Subscribe to Mike Dolan's Morning Bid newslett ...Afficher plus
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Week In Review: AI angst
An imagined dystopia of mass unemployment fuelled by artificial intelligence unnerves investors. Nvidia’s record‑breaking numbers fails to lift the mood. Plus, how global chip demand is reshaping markets from Seoul to Silicon Valley. Subscribe to Mike Dolan's Morning Bid newslett ...Afficher plus
Paramount’s Hollywood ending
Paramount‑Skydance secures Warner Bros. as Netflix bows out. Plus, Jack Dorsey's Block cuts nearly half its staff, calling it an AI reset. And, Anthropic won’t drop its AI safeguards, putting a $200M Pentagon deal on the line. Today’s recommended read: Europe policymakers set for ...Afficher plus
Nvidia's 'meh' moment
Nvidia crushes expectations again but investors want more. Concerns about the AI economy overheating and Nvidia’s reliance on a small number of customers overhang the chipmaker. Plus, Iran talks in Geneva and Japanese politics and the yen. Today’s recommended read: To win Europe' ...Afficher plus
AI relief rally
Anthropic’s new plug‑ins sent software stocks rallying - just weeks after the same AI fears wiped billions off the sector. Nvidia reports earnings today and a 5% swing could mean $230 billion in market value. Plus, U.S. President Donald Trump used the State of the Union to call o ...Afficher plus
Fate of the union
Trump’s uneven tariff guidance provides little clarity before his State of the Union speech, and a sharp tech-led decline hits Wall Street as investors digest a viral worst‑case AI report. Meanwhile, Novo Nordisk drops 16% after its latest obesity drug disappoints in trials. Toda ...Afficher plus