The AI Frenzy Is Back and Lifting the Entire Stock Market to Record Highs
https://www.wsj.com/finance/stocks/the-ai-frenzy-is-back-and-lifting-the-entire-stock-market-to-record-highs-5d5586ac
Signs of froth are everywhere, with the IPOs of Anthropic and OpenAI expected to be the biggest ever and investors desperate to find ways in.
Is AI the next dot-com crash? | Business Beyond
https://youtu.be/c5tdpOVrtdA
https://www.wsj.com/finance/stocks/the-ai-frenzy-is-back-and-lifting-the-entire-stock-market-to-record-highs-5d5586ac
Signs of froth are everywhere, with the IPOs of Anthropic and OpenAI expected to be the biggest ever and investors desperate to find ways in.
https://youtu.be/c5tdpOVrtdA
Macroeconomic Considerations:
AI Productivity Growth Won’t Match the Computer Revolution
https://www.project-syndicate.org/commentary/ai-productivity-will-not-match-computer-revolution-by-carl-benedikt-frey-2026-04
Those promoting AI would be lucky to see the technology’s impact on output per hour match even the short-lived burst of the 1990s and 2000s. Productivity growth will underwhelm, not because the technology is weak, but because it creates a bottleneck that earlier digital tools largely avoided.
Will AI Solve Rich Countries’ Debt Woes?
https://www.project-syndicate.org/commentary/ai-potential-revenue-gains-may-not-offset-other-harms-and-costs-by-kenneth-rogoff-2026-04
Although many commentators believe that AI has the potential to supercharge economic growth and solve our most vexing problems, such optimism underplays the risks. If anything, the technology is likely to cause profound—and costly—problems on the way to the halcyon future.
https://www.project-syndicate.org/commentary/ai-productivity-will-not-match-computer-revolution-by-carl-benedikt-frey-2026-04
Those promoting AI would be lucky to see the technology’s impact on output per hour match even the short-lived burst of the 1990s and 2000s. Productivity growth will underwhelm, not because the technology is weak, but because it creates a bottleneck that earlier digital tools largely avoided.
https://www.project-syndicate.org/commentary/ai-potential-revenue-gains-may-not-offset-other-harms-and-costs-by-kenneth-rogoff-2026-04
Although many commentators believe that AI has the potential to supercharge economic growth and solve our most vexing problems, such optimism underplays the risks. If anything, the technology is likely to cause profound—and costly—problems on the way to the halcyon future.