Updates on Investment

Every AI story we track on Investment: 141 stories so far, each summarized in our own words and linked to the publisher that reported it.

Pulled from 125 sources

Today's stories

Finance5 min read

Analysis: In China, the AI bubble has already burst

ET AI (The Economic Times)

This week

Anthropic IPO to Drive Blockbuster Gains for Iconiq, Spark, GIC

Bloomberg

Meta’s Hunt for AI Capital Strikes a Raw Nerve on Wall Street

The Wall Street Journal

Jon Gray Rebuts AI Bubble Warnings, Calls Demand ‘Parabolic’

Bloomberg

SoftBank Market Value Halves From Peak as AI Fears Grow

Bloomberg

AI Boom Has Years to Run Before Risks Bite, Chiavarone Says

Bloomberg

OpenAI Reportedly Looking to Hurry and Get Valued at $1.4 Trillion Before Anthropic IPO

Covered by 3 sources

Firmus Fiasco Was Investors ‘Doing Their Job,’ Says Pension CIO

Bloomberg
Finance38 min read

AI Had Better Work Out

Where's Your Ed At

Ken Griffin Says AI ‘Almost Certainly’ in a Bubble Right Now

Bloomberg

Citadel Securities’ Rubner Says AI Trade to Gain After Midterms

Bloomberg
Finance3 min read

Jim Cramer says don't chase the AI rebound just yet. Here's what needs to happen first

CNBC
Finance5 min read

Is this the beginning of the end of the AI stock market boom?

The Guardian
Finance1 min read

(URGENT) Seoul shares open lower after rebound amid AI concerns

Yonhap News Agency

This month

Finance3 min read

IMF Warns That AI Bubble Could Take Down the Entire World Economy

Futurism

Anthropic Could IPO Any Time Now, But Some of the People Who Matter Most Don’t Want It

Gizmodo

ARK’s Wood Says CoreWeave Will Overcome Debt Fears on AI Demand

Bloomberg

India’s Billionaire Family Offices are Betting Big on Homegrown AI Startups

Bloomberg
Finance2 min read

Seoul shares crash over 7% on chip rout amid AI, inflation woes

Covered by 2 sources
Finance4 min read

Why governments might secretly wish for an AI stumble

ET AI (The Economic Times)
Automotive2 min read

Hyundai Motor Group to allocate 20 pct of US$15.5 bln India investment to AI, new businesses

Yonhap News Agency

CoreWeave’s Big Dream Crashes Into Reality as Yields Top 15%

Bloomberg

Nvidia CEO Announces $2 Billion in Europe Deals During Tour

Covered by 2 sources
Finance3 min read

Jio Platforms attracts more than $20B in bids ahead of record India IPO

The Next Web

Broadcom CEO Likens Many AI Investors to Casino Gamblers

Covered by 3 sources

Firmus IPO Debacle Raises the Bar for Asia AI Deals in Pipeline

Bloomberg

DBS CEO Tan Says Market Is Repricing Risks on AI Financing

Bloomberg
Finance3 min read

Mainstream News Anchors Now Talking About the AI Bubble Bursting at Any Moment

Futurism

Anthropic and OpenAI Use Different Revenue Calculations, Clouding AI Valuations

Bloomberg

AI vs. the rest of the economy

Axios
Finance1 min read

Franklin Templeton Sees Short-Term Debt as Sweet Spot for AI

Bloomberg
Finance1 min read

Sberbank CEO urges investors not to hand over control of their capital to AI

TASS English

Temasek CIO Says AI, Inflation Pose Biggest Market Risks in 2027

Bloomberg

Ray Dalio Warns AI Bubble Is Approaching Burst Point

Bloomberg
Finance1 min read

Disappointment in AI profitability risks major market shock, IMF’s Georgieva warns

TASS English

DeepSeek considers doubling latest funding round to up to $15 billion, sources say

CNBC

OpenAI in $30 Billion Round Talks With UAE Funds, BlackRock

Covered by 2 sources

India among top 10 emerging markets in AI readiness; private AI investment triples: World Bank

ET AI (The Economic Times)

BofA Sees the End of ‘Easy Money’ Made From the AI-Spending Trade

Bloomberg

Nvidia’s Valuations Show AI Rally Isn’t a Bubble, DBS Says

Bloomberg
Finance2 min read

SoftBank completes $30bn OpenAI investment with final $10bn payment

Covered by 2 sources
Finance3 min read

AI boom could trigger market shocks, Bank of England boss warns

Covered by 2 sources

SoftBank Stock Investors See Past Credit Risks to AI Returns

Bloomberg
Finance11 min read

The market search for balance sheet cash cow 'quality' stocks is shifting with mega AI spend

CNBC

JPMorgan’s Sundar Sees ‘Healthy’ Tumult of Two AI Cycles at Once

Bloomberg

MSCI Launches AI Value Chain Indexes as Hedging Demand Grows

Bloomberg

Google And Amazon Are The Reason For Anthropic’s Eye-Watering $42 Billion Loss

Forbes
Finance3 min read

‘Big Short’ Investor Expects AI Bubble Burst ‘Sooner Than Later’

Gizmodo
Finance4 min read

'Big Short' investor Michael Burry says he's 'more confident than ever' of an AI reckoning in 2027

Business Insider

A $23 Trillion Market Swayed SoftBank in Hunt for More AI Debt

Bloomberg

What Could Pop The AI Bubble And Which Stocks Stand To Lose

Forbes
Finance2 min read

This may be the ‘missing piece’ for investors looking to boost AI exposure

CNBC
Finance1 min read

Ahead of US IPO, British AI neocloud Nscale secures $3.36B in convertible financing

Covered by 2 sources
Showing the 60 most recent of 141 stories on Investment