What financial history tells us about the AI ...

Stock markets are flashing familiar warnings: abundant liquidity, high leverage, frantic trading, and exuberant retail investors. In this episode of The Big View, the financial historian Edward Chancellor tells Peter Thal Larsen why this market may be the most speculative ever. E ...  Show more

Global data traffic depends on a 1.4 mln-kilometre underwater network that has become a geopolitical battleground. On this episode of The Big View Katja Bego, author of ‘Deep Connections’, tells Peter Thal Larsen why the cables are vulnerable, and whether they can become less so. ...  Show more

What if the AI investment boom goes wrong? Host Carmel Crimmins and Reuters editor-at-large Mike Dolan reconvene to look at the real-world impact of the dash for artificial intelligence and the role national security is playing in the multi-billion dollar spending spree. Sign up ...  Show more

Investors are calling today’s AI surge the next “dot-com” bubble — but is it really? In this episode, Akil Stokes breaks down the parallels between today’s AI giants like Nvidia, Microsoft, and Google, and the tech mania of the late 90s. Learn why market concentration in the S&P ...  Show more

Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. “You have to be not only cautious about the tech sector, but the tangential related sectors that are providing support for these new projects,” Robert Cohe ...  Show more