Sunday, October 5, 2025

AI, the Stock Market Rally, and the US Economy

There Are Two Economies: A.I. and Everything Else
https://www.nytimes.com/2025/10/06/opinion/ai-growth-economy-jobs-tariffs.html
 
America is now one big bet on AI
https://www.ft.com/content/6cc87bd9-cb2f-4f82-99c5-c38748986a2e
It’s seen as the magic fix for every threat to the US economy.


AI Investors Are Chasing a Big Prize. Here’s What Can Go Wrong.
https://www.wsj.com/tech/ai/ai-investors-are-chasing-a-big-prize-heres-what-can-go-wrong-9a6bf37d
There are good reasons to think that simply throwing more computing power at the current models won’t do it.
 
Why fears of a trillion-dollar AI bubble are growing
https://finance.yahoo.com/news/why-fears-trillion-dollar-ai-130008034.html

Stocks’ Latest Record Run Leaves Some Investors Nervous
https://www.wsj.com/finance/stocks/stocks-latest-record-run-still-leaves-some-investors-nervous-b1b4792c
Stretched valuations, AI investment surge add to investors’ concerns.