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AI bubble concerns are back amid a rise in AI-exposed companies' valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. Goldman Sachs Research's Eric Sheridan and Kash Rangan discuss whether bubble concerns are warranted or overblown. Date of recordings: September 26 and October 30, 2025 The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs. A transcript is provided for convenience and may differ from the original video or audio content. Goldman Sachs is not responsible for any errors in the transcript. This material should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. Goldman Sachs does not endorse any candidate or any political party. © 2025 Goldman Sachs. All rights reserved. Learn more about your ad choices. Visit megaphone.fm/adchoices
Krystal and Saagar discuss data center backlash, Sam Altman freaks on bubble, Biden war crime coverup, Hegseth says US is on a war footing. Trillion Dollar War Machine: https://www.amazon.com/Trillion-Dollar-War-Machine-Bankrupts/dp/1645030636 To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: www.breakingpoints.comMerch Store: https://shop.breakingpoints.com/See omnystudio.com/listener for privacy information.
Is Artificial Intelligence the next great revolution, or the next big bubble?In this episode, I break down the striking parallels between today's AI boom and the dot-com bubble of the late 90s, when trillions were invested in internet startups that never turned a profit. Just like back then, we're seeing money pour into companies with big ideas, lofty promises, and no clear business models.I'm not anti-AI, I believe it will reshape our world. But we have to separate hype from history and understand what truly drives lasting innovation and value.In this episode, you'll learn:- How the current AI craze mirrors the dot-com era—and what's different this time- Why most AI startups won't survive the next few years- What makes a company or investor resilient when the hype fadesLike this episode? Leave a review here: https://ratethispodcast.com/commondenominator:
Markets have rocketed higher for six straight months — but how long can it last? Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this “Rocket of a Stock Market.” From AI euphoria and sector rotation to passive indexing risks and the Fed's impact on valuations, we dig into what's really happening under the surface. 0:18 - INTRO 2:50 - The Rocket of a Stock Market 5:37 - Market Volatility & Opportunity in AI I7:14 - Interning During the Crash of '87 8:21 - Forward Earnings Expectations 9:35 - The Broadening in the Market - Energy, Materials, Consumer Staples 11:42 - Sector Rotation is a Real Thing - What if AI comes under pressure? 13:26 - Market Cap Concentration Concerns 16:02 - The Y2K Panic Buying pulling forward consumption - Similar in AI? 17:50 - Tracking Investor Sentiment (Bullish Sentiment chart) 20:36 - Tom DeMark Indicators - S&P and NASDAQ 100 PE Multiples (Chart) 23:03 - When S&P is Within 5% of ATH... (chart) 24:30 - Most-shorted Baskets (chart) - showing what speculators are buying 27:30 - Mag 7 daily & Weekly (chart) 31:35 - What Technicals Tell Us about Managing Risk 33:18 - Valuations at Elevated Levels: Apple & Nvidia (chart) 36:01 - Multiples that make no sense - Palantir & Tesla (chart) 36:55 - Waymo vs Tesla 39:15 - This Level of Concentration is New (chart) 41:23 - US Households are "All In" and Leveraged (chart) 42:40 - Leveraged ETF Data 43:56 - Short Term Options trading is Gambling (chart) 45:43 - % of Stocks About the 20, 50, & 200-DMA (chart) 49:18 - 6-straight months of market upside: When do you run out of buyers? 50:30 - Expectations for EOY? Bubbles don't deflate; they pop. 52:17 - 2026 will be difficult to continue strong momentum without a decent correction 52:44 - Where's the risk? 56:18 - Levered Obesity Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=42moSAfvL10&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarketAnalysis #AIBubble #InvestorSentiment #MarketVolatility #TomThornton
Sesame Street debuted on this day and the Grammy nominees have been announced!
Markets have rocketed higher for six straight months — but how long can it last? Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this "Rocket of a Stock Market." From AI euphoria and sector rotation to passive indexing risks and the Fed's impact on valuations, we dig into what's really happening under the surface. 0:18 - INTRO 2:50 - The Rocket of a Stock Market 5:37 - Market Volatility & Opportunity in AI I7:14 - Interning During the Crash of '87 8:21 - Forward Earnings Expectations 9:35 - The Broadening in the Market - Energy, Materials, Consumer Staples 11:42 - Sector Rotation is a Real Thing - What if AI comes under pressure? 13:26 - Market Cap Concentration Concerns 16:02 - The Y2K Panic Buying pulling forward consumption - Similar in AI? 17:50 - Tracking Investor Sentiment (Bullish Sentiment chart) 20:36 - Tom DeMark Indicators - S&P and NASDAQ 100 PE Multiples (Chart) 23:03 - When S&P is Within 5% of ATH... (chart) 24:30 - Most-shorted Baskets (chart) - showing what speculators are buying 27:30 - Mag 7 daily & Weekly (chart) 31:35 - What Technicals Tell Us about Managing Risk 33:18 - Valuations at Elevated Levels: Apple & Nvidia (chart) 36:01 - Multiples that make no sense - Palantir & Tesla (chart) 36:55 - Waymo vs Tesla 39:15 - This Level of Concentration is New (chart) 41:23 - US Households are "All In" and Leveraged (chart) 42:40 - Leveraged ETF Data 43:56 - Short Term Options trading is Gambling (chart) 45:43 - % of Stocks About the 20, 50, & 200-DMA (chart) 49:18 - 6-straight months of market upside: When do you run out of buyers? 50:30 - Expectations for EOY? Bubbles don't deflate; they pop. 52:17 - 2026 will be difficult to continue strong momentum without a decent correction 52:44 - Where's the risk? 56:18 - Levered Obesity Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarketAnalysis #AIBubble #InvestorSentiment #MarketVolatility #TomThornton
Dan and Chris unpack whether today's surge in AI deployment across enterprise workflows, manufacturing, healthcare, and scientific research signals a lasting transformation or an overhyped bubble. Drawing parallels to the dot-com era, they explore how technology integration is reshaping industries, affecting jobs, and even influencing human cognition, ultimately asking: is this a bubble, or just a fizzy new phase of innovation?Featuring:Chris Benson – Website, LinkedIn, Bluesky, GitHub, XDaniel Whitenack – Website, GitHub, XLinks: Powell says that, unlike the dotcom boom, AI spending isn't a bubble: ‘I won't go into particular names, but they actually have earnings'Sponsors:Outshift by Cisco - The open source collective building the Internet of Agents. Backed by Outshift by Cisco, AGNTCY gives developers the tools to build and deploy multi-agent software at scale. Identity, communication protocols, and modular workflows—all in one global collaboration layer. Start building at AGNTCY.org.Shopify – The commerce platform trusted by millions. From idea to checkout, Shopify gives you everything you need to launch and scale your business—no matter your level of experience. Build beautiful storefronts, market with built-in AI tools, and tap into the platform powering 10% of all U.S. eCommerce. Start your one-dollar trial at shopify.com/practicalaiFabi.ai - The all-in-one data analysis platform for modern teams. From ad hoc queries to advanced analytics, Fabi lets you explore data wherever it lives—spreadsheets, Postgres, Snowflake, Airtable and more. Built-in Python and AI assistance help you move fast, then publish interactive dashboards or automate insights delivered straight to Slack, email, spreadsheets or wherever you need to share it. Learn more and get started for free at fabi.aiUpcoming Events: Join us at the Midwest AI Summit on November 13 in Indianapolis to hear world-class speakers share how they've scaled AI solutions. Don't miss the AI Engineering Lounge, where you can sit down with experts for hands-on guidance. Reserve your spot today!Register for upcoming webinars here!
What does the 1929 crash teach us about now? Is the AI boom as dangerous as the Great Crash? If it goes pop, what will we be left with? Robert speaks to Andrew Ross Sorkin, New York Times columnist and author of 1929. Get started today at https://www.HubSpot.com For investing, savings, and pensions, the smart money's with Wealthify. Open your account today at https://www.wealthify.com. Wealthify is authorised and regulated by the Financial Conduct Authority. With investing, your capital is at risk. Tax treatments depend on individual circumstances and may change in future. Email: restismoney@gmail.com X: @TheRestIsMoney Instagram: @TheRestIsMoney TikTok: @RestIsMoney https://goalhanger.com Learn more about your ad choices. Visit podcastchoices.com/adchoices
Feeling nervous about investing right now? That's perfectly normal. All time highs have been reached in many places as of late- It's got some people talking about a Bubble, or impending crash. But what does that mean? Should you be worried? And how should you invest in response? In this episode we:- Explain the theory behind stock market bubbles- The impact on your investing- How we personally are investing in the current market- Five steps to take if you're worried about investing right now Links Referenced:
Got nothing else going on this evening? Then be sure to check out Dozer's return to the Bubble as we visit The Last Houses on the Left in our latest Original vs Remake. Content warnings for rape, rape of a minor, torture, kidnapping, revenge killing, drug abuse, suicide, wiener biting. Find, follow, support the pod → https://linktr.ee/mystreamingbubble Don't forget about Twin It to Win It → https://linktr.ee/twinittowinitpod
Welcome to this week's Dollars & Sense episode with Joel Garris! Are you wondering if you should rent or buy in today's crazy market? Or how AI is really reshaping the economy—and maybe even your job? In this video, Joel breaks down the biggest financial trends of the moment and gives you the tools to make smarter money moves. First up, Joel uncovers why corporate earnings are smashing expectations and how Amazon's massive AI push could change the workforce as we know it. Is the AI hype the next tech bubble? Find out what you should be watching out for in your investment portfolio today! Then, we jump into the “Rent vs. Buy” debate. With homeownership at historic lows for young people and investing on the rise, Joel explains the pros and cons, the real numbers, and the emotional side of these decisions. Are you better off staying a renter and investing the difference, or does owning your home still build the most wealth? Tune in for the surprising truths—and what most people are getting wrong. Want actionable tips, expert insights, and honest answers to your biggest money questions? Watch now and get ahead of the curve! Don't forget to like, subscribe, and hit the bell so you never miss an episode of Dollars & Sense!
Veteran market strategist Albert Edwards says we’re in a full-blown AI bubble—one powered by a story so seductive even skeptics are getting swept up. On this week’s Merryn Talks Money, the Société Générale global strategist explains why today’s tech optimism echoes the 1990s mania and warns that both earnings and valuations may be more fragile than they seem. His message: enjoy the ride, but stay near the exits—and maybe keep an eye on gold.Don't forget to sign up for our live podcast taping in London on November 27:https://go.bloomberg.com/attend/invite/post-budget-merryn-talks-money/See omnystudio.com/listener for privacy information.
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In this heartwarming episode of Reading with Your Kids, host Jed Doherty explores the power of children's literature with two remarkable authors who are changing how we understand personal challenges and differences. First, Katherine Schwarzenegger Pratt shares her touching picture book "Kat and Brandy," a story inspired by her own childhood experience with horseback riding. After being thrown from a horse, Katherine learned the transformative power of patience, healing, and animal therapy. Her book celebrates overcoming fears and building confidence, offering parents a beautiful tool to discuss bravery with their children. The conversation takes a deeper dive into parenting, with Katherine emphasizing the importance of allowing children to experience challenges. "Kids need to work through fears themselves," she explains, highlighting how falling down and getting back up builds true confidence. The episode then introduces Jeffrey and Laura May, authors of "Our Amazing Minds," a groundbreaking children's book about autism. The couple shares their personal journey with their son Jackson, who was diagnosed with autism at three and a half. They discuss the critical importance of early intervention, understanding neurodiversity, and celebrating individual differences. Jeffrey candidly shares his initial fears about his son's diagnosis, while Laura provides practical advice for parents: trust your instincts and seek resources early. Their book aims to help children understand autism as just another way of being unique, not a limitation. Both author pairs demonstrate how children's books can spark meaningful conversations about complex topics like fear, courage, neurodiversity, and personal growth. They show that storytelling is a powerful tool for building empathy, understanding, and connection. Listeners will walk away inspired to read more diverse children's literature, have deeper conversations with their kids, and embrace the beautiful complexity of human experiences.
I'm so happy to produce another Herp Science Sunday segment with Dr. Alex Krohn! In this episode we talk with Dr. Alexandra Martin, one of the co-authors of a brand new paper, which lays out some astounding data that supports the idea that some anole species are able to breathe underwater, in a novel way. The name of the paper is "High dissolved oxygen extends dive duration and suggests physical gill use in a vertebrate" and was published in the Journal of Experimental Biology in July of 2025. The authors are Alexandra M. Martin, Diane Cordero-De La Cruz, and Lindsey Swierk. Congratulations to all of the co-authors! Feel free to email me if you would like a PDF of the paper (somuchpingle "at" gmail dot com). Here is the link to the Anole Bubble Movie, useful to watch prior to hearing our discussion. Here is a link to a related article in the Anole Annals blog, authored by Dr. Lindsey Swierk. On BlueSky, you can follow Allie Martin PhD (@alliemartin.bsky.social) and Lindsey Swierk (@lindseyswierk.bsky.social). As always, I am grateful to all the show's patrons who help to keep the show moving forward. And if you're out there listening and you would like to kick in a few bucks, there are several ways to do so – you can make a one-time contribution via PayPal or Venmo (please contact me via email to somuchpingle@gmail.com). You can also provide support the show using Patreon, via the So Much Pingle Patreon page. You can support the show for as little as three bucks a month – less than a fancy cup of coffee. MERCH!!! T-shirts and other swag are available now at the SoMuchPingle Threadless Store. More designs are in the pipeline. Thank you in advance! POD BLOG! You can find the first of my supplemental blog posts that support podcast episodes at Notes From The Field. Let me know your thoughts! And thanks for listening everyone! And as always, please keep the comments and suggestions coming, and please take time to rate the show on your podcast platform! The show email is somuchpingle@gmail.com, and there's also a So Much Pingle group on Facebook, for discussion, comments, feedback, suggestions, herp confessions, tips for herping better, etc. -Mike
This episode argues that today's AI exuberance fits a familiar pattern: bubbles misallocate capital on the way up but leave behind productive infrastructure that powers the next S-curve. We revisit the “boom-bust-build-out” cycle and apply it to compute and the grid, note why “good enough” AI latency could flip capex behavior, and push back on modeling everything in gigawatts—useful for planning, risky for strategy. On companies: ARM's quarter was solid, with rising royalties/CSS stickiness and a strongly implied first-party chip effort complemented by the DreamBig memory-controller acquisition to improve AI-era CPU roles. Qualcomm benefits from a higher-ASP Android cycle, nurtures auto/smart-glasses adjacencies, and eyes DC inference. On supply: Elon hedges silicon with foundry allocations while fab-building talk reads as negotiating leverage; memory/storage stay tight with longer contracts and measured adds. Net: optimism about what survives the eventual correction, caution on GW-only thinking, and watchpoints around ARM's vertical creep, Qualcomm's DC push, and supply-chain discipline.
Welcome back to Bubbles' Mushrooms - a podcast for you. This week Paula Abdul finally joins us on the show, we wonder who actually likes our Facebook and Instagram posts, we take a look at our weekly podcast statistics and compare our show to Steve from Blue's Clues' new podcast, we consider making this our final episode, we challenge our viewers to a loyalty test, try out some new drops and Katie has menopause on the show. Edward and Katie went to a GVSU football game, we give Maxell a shout-out for his Chuck E Cheese birfday, Luke gives some Breaking Bad style advice, Jaclyn talks about soup and cake season and we break down the difference between Cheetos and Cheese Kurls. Anyway. Now it's game time and today we are gonna look at these great United States of America. We use some cards from an old children's game and rate each and every state in our nation! Hear about the states that don't like honkeys, the ones that do have Long John Silvers & Waffle Houses, which states have hot babes like Lea Thompson, which states will swear at you and which ones are slow at counting pennies. There's a lot of dumb states here and now you can hear about which ones are crappiest! Don't forget to email the show at bubbmush@gmail.com - Thanks for listening!
L'émission Back Issues du podcast First Print est un programme de chroniques/reviews/analyse autour de comics sortis en VO ou en VF. Les chroniqueurs Arno et Corentin essaient à la fois de coller à l'actualité, de faire le tour des comics qui montrent toute la diversité de la proposition de la bande dessinée américaine. De préférence, avec des ouvrages à recommander, mais parfois pas ! L'essentiel, c'est surtout de discuter !N'hésitez pas à nous faire vos retours de lectures sur notre DISCORD!Alors, quels comics VF allez-vous lire prochainement ?Le ProgrammeLes liens vous renvoient chez notre partenaire Comics Zone (et parfois Pulp's ou Bubble). Une commande chez eux marquera votre soutien à un libraire indépendant, et nous filera aussi un petit coup de pouce !Godzilla par James Stokoe -The Maxx -Drome -Soutenez First Print - Votre podcast comics (& BD) préféré sur TipeeeHébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.
Lochlan Halloway, Market Strategist at Morningstar, joins us for a guest episode today. He talks about whether we're in a bubble now, what investors should do and what we can learn and apply from past crashes. A message from Mark and ShaniFor the past five years, we've released a weekly podcast to arm you with the tools to invest successfully. We've always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We've shared our journeys with you, and you've shared back. We've listened to what you're after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is now available! It is also available in Audiobook format from most sellers.Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.
In this episode of, Phil and Barry engage in a rich conversation with CX Transformation Strategist, Author, and Podcaster Jenessa Carder about her journey from Boston to Japan and the cultural insights she has gained along the way. We discuss the importance of empathy in design, the challenges of being a foreigner in Japan, and how personal stories can enhance design practices. Jenessa shares her experiences with inclusivity in design and the power of storytelling, as well as her recent projects, including her book "The Curious Nail Who Stuck Out", and the resultant podcast, "The Curious Nail". This conversation emphasizes the significance of understanding diverse perspectives and the role of design in creating inclusive experiences. Enjoy!Drinks: Devil's Purse Brewing Co. Handline Kölsch, Glaabsbräu Pilsener, Tully's Barista Black CoffeeLinks: https://expressanything.squarespace.com/curiousnail
Pip analysiert potentielles Playtomic-Investment: Padel-App mit Roll-Up-Struktur. Apple wählt Google Gemini für Siri 2.0 statt OpenAI, zahlt bis zu $1 Milliarde jährlich. Apple plant Budget-MacBooks mit iPhone-Chips. KI-Roboter werden von Niedriglohn-Arbeitern in Indien trainiert durch Imitation menschlicher Tätigkeiten. Uber verhandelt mit Getir über Delivery-Business. Elon Musk erhält $1 Trillion Pay Package bei Tesla-Bewertung von $8,5 Billionen. OpenAI-CFO fordert indirekt Staatsgarantien für Data Center, rudert später zurück. Deutsche Bank sucht Hedges gegen Data-Center-Risiken. Perplexity zahlt Snap für Distribution. Google verhandelt mit Anthropic über weiteres Investment. Jensen Wang warnt: China gewinnt KI-Rennen wegen massivem Energie-Ausbau. Trump-Administration plant Medicare-Abdeckung für GLP-1 Medikamente. Reuters-Report: Meta macht 10% Umsatz mit Scam-Werbung, wissentlich toleriert. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Playtomic (00:15:53) Apple wählt Google für Siri 2.0 (00:19:53) Apple Budget-MacBooks (00:22:05) KI-Roboter Training durch Menschen (00:26:11) Uber-Getir Verhandlungen (00:28:29) Elon Musk Pay Package (00:40:34) OpenAI Business Kunden (00:42:43) Deutsche Bank Data-Center-Hedges (00:49:45) OpenAI fordert Staatsgarantien (00:58:41) Perplexity-Snap Deal (01:01:43) Google-Anthropic Investment (01:07:36) Jensen Wang: China Energie-Vorteil (01:15:48) Airbnb Earnings (01:17:23) Klarna (01:21:01) Right-Wing Chatbots (01:23:24) Elon Musk fliegende Autos (01:27:55) GLP-1 für Medicare geplant (01:30:19) Reuters: Meta Scam-Umsätze Shownotes 1X Neo - WSJ Apple nutzt Google Gemini für Siri – bloomberg.com Training von KI-Robotern für menschliches Verhalten – latimes.com Uber plant Getir-Deal für Expansion im Liefermarkt – bloomberg.com Tesla-Aktionäre genehmigen Elon Musks $1 Billionen Gehaltspaket – wsj.com OpenAI Business Customer – openai.com Deutsche Bank prüft Absicherungen für Rechenzentren-Exposition – ft.com Exklusiv: OpenAI plant noch keinen Börsengang, sagt CFO – wsj.com OpenAI relativiert Kommentare zur staatlichen Unterstützung für KI-Ausgaben – marketwatch.com Snap schließt 400-Millionen-Dollar-Deal für KI-Suche ab – bloomberg.com Google erwägt größere Investition in Anthropic – businessinsider.com Microsofts ehrgeizige KI-Vision ohne OpenAI – wsj.com Nvidias Jensen Huang: China wird das KI-Rennen mit den USA gewinnen – ft.com Pinterest stürzt um 21% ab, zweitschlechtester Tag durch Zölle – cnbc.com Gelöschte Klarna News – forbes.com Rechtsgerichtete Chatbots befeuern Amerikas politische und kulturelle Kriege – nytimes.com Tesla fliegendes Auto? Elon Musk deutet "unvergessliche" Demo an – axios.com Eli Lilly, Novo Nordisk: Adipositas-Medikamente ab $149, Medicare übernimmt Kosten – edition.cnn.com Meta verdient mit Scam – reuters.com
W tym odcinku odwiedza nas Wixan AI Ghaib, cyfrowy brat bliźniak Wixana Al Ghaib znanego z płyty Banter Beats To Monke Around To!Daj piątaka: https://patronite.pl/bartoszzalewskinieoficjalnySklep z rzeczu: szyjemykolorem.pl/sklep/banterbanterClick here to win: http://banterbanter.spaceZdjęcia: https://www.instagram.com/banterbanterpodcastZalew na żywo: https://www.facebook.com/bartosz.zalewski.nieoficjalnyhttps://www.kupbilecik.pl/baza/2441/Bartosz+Zalewski+-+Stand-UpProwadzący: Bartosz Zalewski / K.Muzyka: Crey Music (studio.crey@gmail.com |instagram.com/dziwne_dzwieki)Tematyka: Sprawy bieżące i niecierpiące zwłokiFormat: Gadamy i czynimy sobie Ziemię poddaną, obrażamy ludzi.Adnotacja: "nie bądź kutas, a jak byłeś to przeproś" ¯_(ツ)_/¯Okładka: Vijeo: Yaroslav Shuraev: https://www.pexels.com/video/video-of-robot-on-a-dark-room-8467246/
GiveSendGo: https://www.givesendgo.com/GEUB9 Live show 8PM EST: https://odysee.com/@PNNAmerica:a/PNNAmericaStreamNov:7 PNN America official simplex.chat room: https://files.catbox.moe/bhos77.png PNN America Odysee channel: https://odysee.com/@PNNAmerica:a PNN Texas Odysee channel: https://odysee.com/@Diogenes:2/PNNTexas:d Reddit alternative: https://soj.ooo/ Help by supporting the show: cash.app/PNNAmerica Bitcoin: bc1q775yrp0az9e88yp3nzg0a5p7nzgex0m7e8xcdk Dogecoin: DS1Fp4wmQ1jdbYj4cqi3MJNWmzYe6tt9w4 Monero: 8BaVtQCDnQhY1Wc3twwx2NCPumhTTVCweZRQT2X7V3D9gfEUCWt6U79izJp2qiDYx3cAjPjQFEWxFbKyLoTTWSRzGC27Tdk MY Website! (Book included): pnnamerica.com
Radical dude! On this week's episode we dive in to the world of crooked IPOs, the birth of retail investing, and explore the second most famous stock market crash in recent history. Edited and thumbnail by Noah JOIN US ON PATREON FOR EARLY EPISODE RELEASES, BONUS CONTENT, AND MORE: www.patreon.com/desperateactsofcapitalism BIG THINGS ARE COMING Sources: https://companiesmarketcap.com/cisco/stock-price-history/ https://www.youtube.com/watch?v=TnazfW1T-ks https://archive.org/details/digitalphoenixwh00abra
Join Simtheory & experience MCPs in action: https://simtheory.ai----00:00 - Chris Has a Merch Sponsor02:42 - In Defense of Sam Altman20:29 - Are We In An AI Bubble? & What is Working in The Enterprise?43:58 - Anthropic's Code Execution with MCP: Problems with MCP Context52:44 - Kimi-K2 Thinking Model Release1:00:45 - "In the Middle of a Bubble" Song----Thanks for your support and listening, we appreciate you!Join our Discord: https://discord.gg/TVYH3HD6qs
Kerry Lutz and John Rubino break down the cracks appearing in the economy — and they aren't small. Layoffs are rising, consumer debt is hitting record highs, and defaults are climbing. Even cardboard box demand is falling, a subtle signal that spending is slowing. Petroleum consumption is down, partially due to the rise of electric vehicles, which is also impacting jobs in energy sectors. Car prices remain sky-high, leaving many buyers on the sidelines. Across the board, the economy is showing stress. In Las Vegas, the focus on wealthy visitors has inflated prices for everyday services, leaving the city emptier than you might expect, even on weekends. Meanwhile, the Southwest faces a worsening water crisis, which could spark conflicts between urban areas and agriculture. Rubino and Lutz also explore the volatility in AI stocks, likening the scene to the dot-com bubble, and discuss the urgency of resolving the ongoing government shutdown. The takeaway is clear: the signs of a slowdown — and a potential recession — are everywhere. Find John here: https://Rubino.substack.com Find Kerry here :https://khlfsn.substack.com and here: https://inflation.cafe Kerry's New Book "The World According to Martin Armstrong – Conversations with the Master Forecaster" is now a #1 Best Seller on Amazon. . Get your copy here: https://amzn.to/4kuC5p5
Ben and Andrew begin with reactions to the OpenAI CFO discussing a federal "backstop" for prospective financing, as well as Sam Altman's recent comments about OpenAI's spending. Then: An emailer objects to the discussion of Bubble benefits, and questions about Meta's AI spending and a looming the AI backlash as hiring contracts and electricity prices rise. From there: Unpacking the announcement that Apple will use Gemini to power Siri, and two follow-ups to last week's discussion of "Too Big to Fail" in tech. At the end: Thoughts on Amazon's grocery ambitions, Walmart's continued success, the YouTube TV-ESPN dispute, and a listener's mental model of Ticketmaster.
Investors have been caught between the fear of missing the AI revolution and growing worries about an equity market bubble. With US valuations at the highest level since the dotcom surge 25 years ago, how concerned should investors be? Is now a good time to diversify beyond the US or retreat to cash? To explain how to navigate these complex markets, hosts Christopher Swann and Belinda Peeters are joined by CIO's global head of investment communications, Kiran Ganesh.
Elf was released on this day! Could Gwen Stefani and Blake Shelton be on the rocks?
From AI's massive energy appetite creating an unexpected investment opportunity in natural gas to Elon Musk's new war on Wikipedia and a debate on how to hedge the inevitable AI bubble…Welcome to the Alfalfa Podcast
The crew of the USCSS Montero is not as alone as they thought. But as crisis after crisis befalls the rescue team and bodies start piling up, those that are left are faced with nothing but horror and dread... PROLOGUE Disclaimer 0:00 Intro 00:51 Opening Theme 4:03 Character Intros 4:35 CHAPTER IV The Crew of the Cronus 6:41 Spreading Out 24:21 CHAPTER V Bursting the Bubble 48:58 Gambles 1:00:54 What's the Plan? 1:19:27 CHAPTER VI Davis & Flynn's Dead End 1:28:27 What Remains 1:37:50 CHAPTER VII Into the Belly of the Ship 1:58:27 Problems in the Reactor Relay 2:20:54 EPILOGUE Closing Theme 2:42:57 Elsewhere on the Cronus 2:45:28 DON'T FORGET TO LIKE & SUBSCRIBE! Patreon at https://www.patreon.com/user?u=84724626 Website: https://www.itsamimic.com Email at info@itsamimic.com Social: Instagram at https://www.instagram.com/itsamimic/?hl=en Threads at https://www.threads.net/@itsamimicpodcast Facebook at https://www.facebook.com/itsamimic/ Reddit at https://www.reddit.com/r/ItsaMimic/ Find Us On: Spotify at https://open.spotify.com/show/3Y19VxSxLKyfg0gY0yUeU1 Apple Podcasts https://podcasts.apple.com/us/podcast/its-a-mimic/id1450770037 Podbean at https://itsamimic.podbean.com/ YouTube at https://www.youtube.com/channel/UCzQmvEufzxPHWrFSZbB8uuw Captain Miller: CB Dave Pilot Davis: Megan Lengle Agent Wilson: Terry Williams Roughneck Cham: Stephen Golding Roughneck Rye: Sean O'Coin Voice of the Montero and AVA6: Elaria Game MU/TH/UR: Adam Nason Based loosely on the Alien RPG Starter Set Director: Adam Nason Editors: Stephen Golding and Adam Nason Executive Producer: Adam Nason Main Theme: Cory Wiebe Musical Scores: Tyler Gibson Logo by: Megan Lengle Other Artwork is owned by Wizards of the Coast. This episode is meant to be used as an inspirational supplement for Dungeons & Dragons 5th Edition and tabletop roleplaying games in general. It's A Mimic! does not own the rights to any Wizards of the Coasts products.
Chuck Zodda and Mike Armstrong discuss AI valuation fears grip global investors as tech bubble concerns grow. Jim Blake, Regional Manager for Eastern Propane, joins the show to share his experience in the military, how he got involved with the DAV, and how Eastern Propane gives back to those that served. Flight-cancellation plans prompt scramble across travel industry. Bob Barlow, President and Owner of MBA Mortgage, joins the show to share his story of joining the military, getting involved with the DAV, and what MBA Mortgage does to help serve those who served. Mark Voner and Dan Stack stop by to explain how the DAV has changed their lives of those who have served this country, why Mark feels so deeply connected to the DAV, and how Mark made it his mission to save the DAV when it needed it most.
With equity markets and tech stocks wobbling, we welcome guest speaker, Charlie McElligott, Cross-Asset Macro Strategist at Nomura, to discuss what is driving equity markets and what to watch in terms of "bubble risk". In the week ahead, politics is still front and center in the US. We discuss the impact of the ongoing shutdown and tariffs. In Europe, we explain how we are viewing the next steps in the UK following the Bank of England's decision, and look briefly at Scandinavian divergence. In Asia, we explore how the region's trade deals with the US are evolving. Chapters: Markets Special: 01:56, US: 17:06, Europe: 23:36, Asia: 29:51.
Did you hear about the weird plasma bubbles spotted over the pyramids? Scientists are scratching their heads over these glowing, floating bubbles that seem to appear out of nowhere in the night sky. They're made of charged particles, which can create a light show when they interact with Earth's magnetic field. Some experts think they could be connected to solar activity, but no one's totally sure yet. It's wild to imagine something so mysterious happening over one of the most iconic ancient wonders. Learn more about your ad choices. Visit megaphone.fm/adchoices
Whiny Bitches, Keek Shit Herself, Let Them Judge and Another One Bites the Dust
The “Shiller PE Ratio” is at its highest level since November of 1999. That was at the peak of the online gold rush right before the dot com bubble burst in 2000. Today on the show, we learn what the Shiller PE Ratio is, how it works and whether we should be worried that it's relatively high right now.Related episodes: What's a Bubble?Zombie 2nd mortgages are coming to life, threatening thousands of Americans' homesFor sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org. Fact-checking by Tyler Jones. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
On today's episode, we welcome PUP guitarist Steve Sladkowski to the show to chat with us about upgrading to that tour bus life, a look behind the curtain on NPR's Tiny Desk concerts, what it takes to become a Kentucky Colonel, and much more.* Follow PUP on Instagram. * Follow Steven Sladkowski on Instagram. * Grab PUP's new album and score tickets to their tour here. * Celebrate 25 years of Bullseye!* Order Jordan's new Predator comic: Black, White & Blood!* Order Jordan's new Venom comic!* Donate to Al Otro Lado.* Purchase signed copies of *Youth Group* and *Bubble* from Mission: Comics And Art!~ NEW JJGo MERCH ~Get new Bronto Dino-Merch!Get our ‘Ack Tuah' shirt in the Max Fun store.Grab an ‘Ack Tuah' mug!The Maximum Fun Bookshop!Follow the podcast on Instagram and send us your dank memes!Check out Jesse's thrifted clothing store, Put This On.Follow beloved former producer, Steven Ray Morris, on Instagram.Follow new producer, Jordan Kauwling, on Instagram.Listen to See Jurassic Right!
All right, all right, all right—this week, it's just the Payne Capital crew, no guests, no filters, just real talk. After a string of great interviews, we're bringing it back to the roundtable to tackle the question everyone's asking: Are we in an artificial intelligence bubble? Bob dives into market history and draws parallels to the tech boom of the '90s. Courtney shares what Wall Street strategists are saying and why the AI narrative is dominating every segment. Chris gives us the pulse from clients—some are all-in on AI, others are bracing for a crash. Ryan calls out the all-or-nothing mindset and why predicting the top is a fool's game. We also dissect a real financial plan in our Financial Autopsy segment, helping a couple in their late 60s shift from aggressive growth to income-focused investing—without triggering massive tax bills. From margin debt mania to gold's surprise rally, from diversification myths to emotional investing traps, this episode is packed with insights, laughs, and actionable advice. Tune in to hear: ✅ Are we in 1995 or 1999? Bob reads the market tea leaves. ✅ Why diversification still matters—even if AI is hot. ✅ How to avoid living by the sword and dying by the sword in your portfolio. ✅ The emotional toll of bear markets and how to prepare before they hit. ✅ A real-life case study on reducing risk, increasing income, and optimizing for taxes. Don't miss this one—because when the tide goes out, you'll want to be wearing the right financial swimwear.
Stijn Schmitz welcomes Michael Oliver from Momentum Structural Analysis MSA. In this in-depth interview, Oliver provides a comprehensive analysis of the current financial landscape, with a particularly bullish outlook on gold, silver, and commodities. Oliver argues that gold and silver are on the cusp of a significant breakout, potentially reaching unprecedented levels. He suggests gold could reach $8,000, while silver might surge to $100-$200 within a few quarters. The key indicator for this potential surge is a technical spread relationship between gold and silver, which he believes is about to break out of a long-standing range. The discussion highlights the current economic context, particularly the potential for a major stock market correction. Oliver predicts the S&P 500 could decline by 50%, creating a significant shift in investment strategies. He emphasizes that this isn't just a typical market cycle, but a fundamental restructuring of asset allocation, with real-world assets like commodities becoming increasingly attractive. Oliver's analysis extends to broader economic trends, including government debt, monetary policy, and the potential for a reset in how people view money and investments. He suggests that the current monetary system, dominated by central bank interventions, is approaching a critical point of questioning and potential transformation. Regarding investment strategies, Oliver recommends focusing on silver, gold, and related mining stocks. He believes the miners, especially junior miners, could provide substantial leverage during this potential commodity boom. He's particularly excited about silver, arguing that when it breaks out, it could move dramatically and quickly enter a "new reality" of pricing. The interview concludes with Oliver emphasizing the importance of understanding market momentum and looking beyond traditional price charts. He suggests that investors should be prepared for a significant shift in asset preferences, with commodities and precious metals potentially becoming the preferred investment vehicles in the coming years.
Chatter about an AI bubble has been everywhere lately, and top tech companies like Google, Meta, and Microsoft have doubled down on their AI investments for 2026. But how have analysts in the past accurately identified forming tech bubbles? Mike and Lauren sit down with WIRED contributor and author of the newsletter Blood in the Machine Brian Merchant to break down the four criteria some researchers have used in the past to understand and brace for the worst. Learn about your ad choices: dovetail.prx.org/ad-choices
In this episode of the REconomy Podcast™, Chief Economist Mark Fleming and Deputy Chief Economist Odeta Kushi shine a light on the housing market's scariest headlines, exposing the myths shrouding reality. They explain why slowing price growth, a modest uptick in delinquencies, and low sales volumes point to a market that's steadily rebalancing, rather than crashing. Don't miss a single REconomy episode, subscribe today.
In this episode, Charlie and Peter examine whether we're in an AI bubble, discussing how a speculative bubble is defined, the warning signs of a bubble, the possibility that this is actually an AI revolution, and what investors should do.
At WSJ's Tech Live, Jessica Mendoza sits down with Michael Kratsios, Director of the White House Office of Science and Technology Policy to discuss the pivotal moment in the U.S.-China AI race, how he thinks AI should be regulated, and whether or not the AI boom might be a bubble. Further Listening: - Is the AI Boom… a Bubble? - How a $1.5 Billion Settlement Could Alter the Course of AI - The Nvidia CEO's Quest to Sell Chips in China Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Patrick Bet-David, Tom Ellsworth, Brandon Aceto, and Barry Habib break down Zohran Mamdani's NYC victory, the mass panic among residents preparing to flee, Prop 50's passage and its political fallout, and whether the booming AI market is on the verge of collapse.------
Patrick Bet-David and the PBD Podcast crew react to Michael Burry's latest short against Nvidia and Palantir. They break down his warnings, Palantir's fiery response, and what sky-high P/E ratios say about an overheated AI market. Is Burry calling the next Big Short moment?
[00:05:06] – Hospital Murder & Medical TyrannyKnight revisits the case of Grace Schara, a Down-syndrome patient given a DNR order against her family's wishes. He calls it proof the medical system has become a state-run death regime prioritizing control over care. [00:17:09] – The Monster RNA LieKnight cites new data showing spike proteins persisting for years. He brands Trump “one of history's great poisoners” for bankrolling the shots through Operation Warp Speed. [00:42:39] – Orthodox Jews vs. Zionist PowerKnight features an Orthodox rabbi denouncing Zionism as political idolatry, praising Jews who separate faith from nationalism. [01:21:49] – Trump's SNAP Shutdown: Starving for LeverageKnight condemns Trump for using food stamps as political ransom during the shutdown. [01:47:38] – Michael Burry's Billion-Dollar AI ShortKnight analyzes investor Michael Burry's massive short against AI giants. [02:16:23] – AI Revolution: White-Collar Job ExtinctionKnight covers mass layoffs as AI replaces cognitive work. [02:31:15] – The Self-Driving Prison GridKnight warns that Musk's autonomous car agenda is rooted in DARPA's surveillance programs. Calling it the road to total mobility control. [02:40:21] – The Coming Greater Depression & Great ResetKnight predicts Burry's AI crash will trigger the “Next Great Reset,” a global collapse managed through digital rationing, war, and financial reprogramming. [02:55:10] – Trump's $300 Million Epstein BallroomKnight ends by revealing Trump's new ballroom funded by donors tied to government contracts. Follow the show on Kick and watch live every weekday 9:00am EST – 12:00pm EST https://kick.com/davidknightshow Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silverFor 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code KNIGHTFind out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-showOr you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
The stock market bubble is going to pop! And we're going to tell you when. In today's episode we discuss that price is the ultimate indicator of market truth. Charts, narratives, and data often distort reality, while price alone reflects what investors truly believe. Don't overcomplicate investing with speculative indicators, fear-based "chart crimes," and emotional herd behavior, especially in areas like AI stocks that echo the dot-com bubble. Fundamentals and narratives often mislead, while disciplined attention to price direction and risk management yields better results. We discuss... Price is the purest and most reliable truth in markets, capturing the collective judgment of all participants and filtering out misleading narratives. Investors often get trapped by "chart crimes," forcing technical patterns or trends that confirm what they want to see rather than what the market is actually showing. Investors often believe that deeper analysis means better insight, but in truth, simplicity and clarity around price direction outperform complex models. There are strong parallels between the current AI investment boom and the late-1990s dot-com bubble. Euphoric narratives around transformative technologies tend to overinflate valuations before reality catches up. AI enthusiasm is driving herd behavior, where investors fear missing out on perceived "once-in-a-lifetime" gains, leading to speculative excess and distorted valuations. Most investors misjudge risk, confusing volatility with opportunity, and failing to respect the message that price declines are often early warnings of deeper structural problems. There are under-appreciated risks building in private markets, especially private credit and private equity, which have grown rapidly outside the scope of traditional regulation. Private credit lacks transparency, liquidity, and oversight, creating potential systemic vulnerabilities if credit conditions tighten or defaults rise. In contrast, regulated banks, though unpopular, are more transparent and stress-tested, making them safer in relative terms despite their public scrutiny. Investors chasing yield in private markets are ignoring the lessons of past crises, mistaking the illusion of stability for real safety. Liquidity is an often-overlooked advantage, allowing investors to act decisively when market conditions change instead of being trapped in illiquid positions. Stay grounded in simplicity, price truth, and discipline, avoid the noise of narratives, the allure of complexity, and the comfort of consensus thinking. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/stock-market-bubble-761
US voters issued a rebuke of President Donald Trump, US stocks dropped on Tuesday as jitters over highly elevated valuations for many artificial intelligence companies intensified, and some investors are worried there's an AI bubble in Asian stocks as well. Plus, UniCredit's ambition to become a European banking powerhouse has hit a series of roadblocks. Mentioned in this podcast:US election results liveListen to the Swamp Notes podcastUS stocks slide as investors fret over high valuations for AI companiesAsian markets' reliance on AI boom raises ‘bubble' fearsWhat next for Andrea Orcel's UniCredit?Today's FT News Briefing was produced by Marc Filippino, Sonja Hutson, Lulu Smyth and Victoria Craig. Our show was mixed by Kent Militzer. Additional help from Michael Lello. The FT's acting co-head of audio is Topher Forhecz. The show's theme music is by Metaphor Music. Hosted on Acast. See acast.com/privacy for more information.
“AI may not simply be 'a bubble,' or even an enormous bubble. It may be the ultimate bubble,” writes tech journalist Brian Merchant. In the first half of the year, AI contributed to 1.1% of GDP growth and eight tech companies are now valued at $1 trillion or more. While investors are giddy at the pace of growth, many economic analysts are more sober. We get to the bottom of the bubble and what might happen if it pops. Guests: Charlie Warzel, staff writer, The Atlantic. Warzel is also the author of "Galaxy Brain," a newsletter about the internet and big ideas. - he co-authored the piece "Here is How the AI Crash Happens" Brian Merchant, tech journalist, writes the "Blood in the Machine" newsletter, author, "Blood in the Machine: The Origins of the Rebellion against Big Tech; his most recent piece in Wired is "AI is the Bubble to Burst Them All" Learn more about your ad choices. Visit megaphone.fm/adchoices