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DEEPSEEK AI BUBBLE BURST
AI bubble or boom? Why Warren Buffett called Big Short fame Michael Burry ‘Cassandra’Legendary investor Warren Buffett once dubbed Michael Burry, famous for predicting the 2008 housing crisis, as 'Cassandra' for his accurate...- Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI...
- Microsoft launches firm to help companies adopt AI with $2.5 billionMicrosoft has launched a new venture, Microsoft Frontier Company, backed by $2.5 billion, to guide businesses in selecting and integrating ...
- A new, inexpensive Chinese AI model is catching up with Anthropic, OpenAI on their home turfWestern startups are increasingly turning their attention to affordable and powerful AI models from China, particularly Z. ai's GLM-5.2, wh...
- China's Meituan says new AI model trained on domestic chipsChinese tech giant Meituan has unveiled LongCat-2.0, a new AI model comparable to Google's Gemini 3.1 pro. This marks a significant achieve...
- US stocks may be headed for a sharp correction, warns Andrew Freris amid AI spending boomMarket strategist Andrew Freris warns Wall Street's rally is built on shaky ground, citing weak earnings and excessive AI enthusiasm. He ad...
- Alternatives to OpenAI, Anthropic: With US prime AI off the table, India opts for fine ChinaChinese open-source models, already popular among startups due to lower costs, may now make their way to large enterprises looking to avoid...
- The AI boom won't burst all at once. It will pop in 'rolling bubbles': MacquarieMacquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments ...
- Cheaper AI is better: Soaring bills are reshaping how businesses choose modelsTop executives such as Microsoft's Satya Nadella, Palo Alto Networks' Nikesh Arora and Coinbase Global's Brian Armstrong have said smaller,...
- AI chip rally faces reality check, but bubble fears may be overdone: Adrian MowatSouth Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attri...
- Nvidia's AI chip sales in China stall, as local chipmakers like Huawei take the leadJensen Huang, the CEO of computer chip giant Nvidia, was mobbed by onlookers as he hit the streets for the "zhajiangmian" noodles while vis...
- Italy's Domyn to launch open source frontier AI model within a yearThe Italian tech company Domyn plans to unveil an extensive, fully open-source AI model in less than a year, putting it on track to compete...
- Chinese AI models up to 50 times cheaper as enterprises reassess OpenAI, Anthropic costs: JPMorganThe report titled "Semiquincententacles: The US Grip on Global Markets," said growing cost pressures are prompting businesses to reconsider...
- The AI boom is wobbling, but the bubble hasn't burstGlobal stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...
- Anthropic says Alibaba illicitly extracted Claude AI model capabilitiesUS AI firm Anthropic has accused Chinese tech giant Alibaba of orchestrating the largest known attempt to steal its artificial intelligence...
- India at risk of AI blackout? Why Bernstein wants India to have its own DeepSeekBernstein has warned that India risks an "AI blackout" if it remains dependent on foreign AI models, urging the country to develop its own ...
- Why Fed's bubble blind spot is cause for anxietyNew Federal Reserve Chair Kevin Warsh may follow Alan Greenspan's approach of not intervening in financial bubbles, a strategy that led to ...
- Early Anthropic backer Menlo lands $3 billion in its largest-ever haulMenlo is set to announce that it’s raised $3 billion for a set of funds dedicated to backing AI startups, marking the venture firm’s larges...
- AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan SchiesslGlobal tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...
- US curbs on AI spur European firms to spread the riskEuropean companies are diversifying AI providers due to US access limits, highlighting a need for domestic alternatives. Major firms like S...
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