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’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, […]
SEC Chair Atkins says regulators looking for ‘hanky-panky’ in markets, even with ongoing shutdown
POSTED BY CHRIS COMBS — ARTICLE CONFIRMING THERE ARE FALSE NARRATIVES DRIVING CONFUSION AMONG INVESTORS AND MOVING MARKETS –HIGHLIGHTED IN OCTOBER 24 5-IN 5 VIDEO By Jeff Fox Published CNBC – Wed, Oct 22 202512:22 PM EDT Key Points Even with the government not operating, the SEC is on the lookout for suspicious activity in […]
The Great Debasement Trade Is Mostly Just Hedge Fund Hype
POSTED BY CHRIS COMBS — ARTICLE CONFIRMING THERE ARE FALSE NARRATIVES DRIVING CONFUSION AMONG INVESTORS AND MOVING MARKETS –HIGHLIGHTED IN OCTOBER 24 5-IN 5 VIDEO By Marcus Ashworth October 15, 2025 at 2:00 AM PDT Bloomberg Takeaways: The “great debasement trade” refers to investors shunning sovereign debt and related currencies, and buying precious metals, crypto […]
Why Wall Street Is Obsessing Over Debasement Trades
POSTED BY CHRIS COMBS — ARTICLE CONFIRMING THERE ARE FALSE NARRATIVES DRIVING CONFUSION AMONG INVESTORS AND MOVING MARKETS –HIGHLIGHTED IN OCTOBER 24 5-IN 5 VIDEO By Richard Henderson Bloomberg – October 10, 2025 at 12:50 AM PDT Political and fiscal uncertainty in major economies including the US, France and Japan is putting pressure on their currencies […]
TSMC Raises Sales Outlook to Convey Confidence in Global AI Boom
By Debby Wu 10/15/2025 23:29:26 [BN] Summary by Bloomberg AI Taiwan Semiconductor Manufacturing Co. hiked its projection for 2025 revenue growth to the mid-30% range, sending a strong signal of confidence in demand for components like Nvidia Corp. chips that power AI. TSMC raised the lower end of its capital spending target for the year to at […]
AmEx updates 2025 forecasts as affluent customers keep up spending
By Manya Saini and Arasu Kannagi Basil October 17, 2025 Oct 17 (Reuters) – American Express raised the lower end of its 2025 profit and revenue forecasts on Friday, as its affluent customers looked past economic uncertainty and continued spending ahead of the holiday season. Analysts expect AmEx to benefit from spending by high-income customers, particularly on travel and […]
S&P 500 ends higher after strong bank earnings, chip stocks rally
By Noel Randewich October 15, 2025 Summary: Bank of America beats Wall Street estimates for profit Morgan Stanley’s shares hit record high after Q3 profit beats US chipmakers gain on renewed AI optimism S&P 500 +0.40%, Nasdaq +0.66%, Dow -0.04% Oct 15 (Reuters) – The S&P 500 ended higher on Wednesday, with Morgan Stanley and […]