CoreWeave, Super Micro Computer, and Nebius shares surged by triple digits on Wednesday after reporting earnings that beat Wall Street expectations, with CoreWeave's revenue doubling year over year, r…
Usage of U.S. AI models fell in the first week of July, and Chinese AI usage surpassed U.S. AI by about 40%, according to OpenRouter data cited by Deutsche Bank chief economist Jim Reid. Dean Baker, s…
Deutsche Bank's global head of macro research Jim Reid warned that AI productivity gains are years away, cautioning that overambitious timelines could lead to market corrections across asset classes, …
Deutsche Bank economist Jim Reid said AI-driven productivity gains are years away and warned that if the technology fails to deliver, it could worsen unsustainable global debt levels. Reid noted that …
Deutsche Bank analyst Jim Reid said artificial intelligence will likely enhance productivity significantly, but any economic impact may be years away. Reid expressed excitement about AI's potential an…
Goldman Sachs warns that leveraged stock bets are heavily concentrated in the AI ecosystem, with net margin borrowing reaching $1.4 trillion, equivalent to 1.8% of all U.S. stocks. The concentration o…
Wall Street is debating whether a surge in mega-IPOs and secondary offerings from SpaceX, OpenAI, Anthropic, and Alphabet signals a market downturn or continued strength. Capital Economics warns that …