Legendary investor Ray Dalio believes AI stocks are in a bubble but advises against selling. He argues the typical triggers for a bubble burst—like Fed tightening—aren’t happening now. Markets are pricing in rate cuts by June 2025 despite strong economic data.
Yann LeCun, Meta’s Chief AI Scientist, is departing after 12 years to launch his own AI startup. The move comes as Meta reshuffles its AI teams and focuses more on large language models, which LeCun has been openly skeptical about. He’ll remain at Meta until the end of 2025.
Google’s Gemini 3 AI model announcement triggered a massive stock surge that reshuffled the world’s billionaire rankings. Larry Page gained $7.6 billion in a single day, leapfrogging Jeff Bezos to become the third-richest person globally. The AI-driven wealth transfer shows how technology announceme
OpenAI just launched GPT-5.1-Codex-Max, a coding model built for complex engineering tasks. It scores 77.9% on SWE-Bench and uses 30% fewer thinking tokens. The model is available today across Codex platforms.
Europe is considering weakening its landmark GDPR privacy legislation to help AI companies access more data. Privacy campaigners are calling the move the biggest attack on digital rights in years. The changes would simplify cookie pop-ups and delay AI regulation implementation.
Microsoft CEO Satya Nadella is turning to the executive who helped guide the company’s cloud computing transformation to navigate the AI era. Rolf Harms, who co-authored the influential “Economics of the Cloud” paper in 2010, will now advise on AI economics. This comes as Microsoft doubles down on m
NVIDIA is shifting its next-generation AI servers from traditional DDR5 memory to LPDDR chips typically used in mobile devices. This move, combined with existing DDR4/DDR5 shortages, could cause server memory prices to double by late 2026 as the industry struggles to adapt manufacturing capacity.
Nvidia’s earnings report carries enormous weight for both the company and broader markets. Traders expect revenue beats above already lofty analyst forecasts. The stock’s recent 10% November drop adds pressure for a strong performance.
Nvidia reports quarterly earnings after today’s closing bell, with the AI superstar’s performance potentially steering broader market direction. Meanwhile, Target slumps on weak results while Lowe’s and Constellation Energy gain ground.
Google DeepMind co-founder Demis Hassabis acknowledges some AI investments show classic bubble signs, with multi-billion dollar seed rounds for companies with “basically nothing.” Meanwhile, OpenAI reportedly hemorrhaged $14 billion this quarter alone as major investors bet against AI leaders.
