Goldman Sachs warns of ‘jobless growth’ in the US as AI fuels output but not jobs
[Business Insider] By Huileng Tan Oct 13, 2025, 11:49 PM PT AI is fueling growth but eroding jobs, pointing to an era of “jobless growth” in the US, Goldman Sachs wrote. Soaring productivity may squeeze workers as companies cut costs to stay efficient. There’s at least one benefit to productivity gains: keeping a lid on […]
AMD expects data center chip market to grow to $1 trillion by 2030
By Max A Cherney November 11, 2025 Nvidia sees AI infrastructure market growing to $3 trillion to $4 trillion by 2030 AMD plans to complete more AI software acquisitions Shares rise nearly 4% in extended trading NEW YORK, Nov 11 (Reuters) – Advanced Micro Devices (AMD.O), opens new tab expects the market for the company’s data center […]
AMD’s Lisa Su sees 35% annual sales growth driven by ‘insatiable’ AI demand
By Kif Leswing November 11, 2025 AMD CEO Lisa Su said that AMD could be able to achieve “double-digit” share in the data center AI chip market over the next three to five years. The AI chip market is currently dominated by Nvidia, which has over 90% of the market share, according to estimates. AMD […]
US service sector activity accelerates in October; employment still subdued
By Lucia Mutikani November 5, 2025 Nonmanufacturing PMI increases to 52.4 in October New orders received by services businesses surge Services employment remains weak; prices paid for inputs rise moderately WASHINGTON, Nov 5 (Reuters) – U.S. services sector activity picked up in October amid a solid increase in new orders, but subdued employment pointed to […]
How the U.S. Economy Has Defied Doomsday Predictions on Tariffs
Inflation is lower than expected after President Trump’s steep levies By Konrad Putzier [Wall Street Journal] Nov. 2, 2025 9:00 pm ET When President Trump announced sweeping tariffs in April, economists predicted surging inflation and raised the odds of a recession. Companies and consumers stockpiled to get ahead of price rises. Those worries now seem overblown. Inflation, while too high, […]
Important Earnings Season Observations
By Christopher Combs, Silicon Valley Capital Partners — October 31, 2025 The Q3 2025 earnings season is delivering a wealth of data, and I believe there are eight particularly important observations that deserve attention. These insights matter not only for how markets are digesting results today, but also for how portfolios should be positioned going […]
Amazon’s Cloud Acceleration Calms Investor Fears of AI Bubble
Summary by Bloomberg AI Amazon Web Services generated $33 billion in revenue, a 20% increase from a year earlier, exceeding the 18% growth that analysts had expected. Amazon’s shares jumped 12% to $249.42 as the markets opened in New York on Friday, after the company posted robust cloud growth that reassured investors about its artificial […]
Former Azure Lead on Microsoft Earnings
Silicon Valley Capital Partners October 30, 2025 The below link in an interview by Bloomberg with Sheila Gulati, the Founder and Managing Director of Tola Capital, an enterprise software and AI-focused venture firm. Prior to founding Tola in 2010, she spent over a decade at Microsoft Corporation, where she led enterprise IT strategy and was […]
Microsoft’s spending plans sent the stock lower. Here’s how analysts reacted
By Lisa Kailani Han October 30, 2025 Microsoft’s big spending plans are pressuring the stock, but analysts remain bullish on the tech giant. Shares were down around 2% after CFO Amy Hood said capital expenditures for fiscal 2026 would be above that of the previous year, as the company ramps up artificial intelligence investments. For the […]
AI Spending Is Helping Prop Up the Economy. Now It’s Getting Stronger.
By Gerrit De Vynck and Naomi Nix 10/30/2025 09:46:05 [WPT] Google, Meta and Microsoft will invest billions more on infrastructure, including data centers, expanding a boom that is driving U.S. economic growth. (Washington Post) — SAN FRANCISCO — Google and other large tech firms have taken an outsize role in the U.S. economy this year, becoming […]