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AI giants on the nose: Why those stellar super earnings are under threat
Overshadowing the tumult that is global politics has been a financial boom beyond almost anything witnessed before, focused entirely on the perceived benefits wrought by a brave new world of AI that threatens to up-end our lives.
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benzinga.com
BIS Flags Rising Global Risks as Middle East Conflict, Oil Losses and AI‑Investment Boom Collide
The global economy has displayed “surprising resilience” despite the Middle East conflict and tariffs, driven partly by artificial intelligence-related investments.
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afr.com
AI is everywhere in corporate Australia. Just not the bottom line
The hyperscalers are under pressure and the message from the market is clear: show us the money or cut back your investments.
