"We suspect that job losses in tech have been driven mainly by AI displacement."
A recession could test whether AI is truly fueling an economy with ‘jobless growth’
October 23, 2025
Powell suggested tech giants fueling the AI boom and GDP hardly care about Fed rate tweaks. They just proved him right
October 31, 2025
Powell says that, unlike the dotcom boom, AI spending isn’t a bubble: ‘I won’t go into particular names, but they actually have earnings’
"For the longer-run, the rise in the college wage premium is over, and a decline has (probably) begun," the Berkeley economist…
“In the absence of tech-related spending, the U.S. would be close to, or in, recession this year,” George Saravelos says.
"We're notoriously undersupplied in our housing market. Does that mean it's going to be even more difficult for us to build…
"The revision shows the economy entered 2025 with less momentum than previously understood,” said Bill Adams, Chief Economist at…
“AI better deliver for the U.S., or its economy and markets will lose the one leg they are now standing on,” warns Ruchir Sharma…
The looming danger, Goldman says, is when Amazon, Alphabet, Amazon, Meta, Microsoft, and Oracle decide to reduce their capex.
