В смысле? Какой такой пузырь?
https://www.reuters.com/sustainability/climate-energy/no-firm-is-immune-if-ai-bubble-bursts-google-ceo-tells-bbc-2025-11-18/
https://www.reuters.com/sustainability/climate-energy/no-firm-is-immune-if-ai-bubble-bursts-google-ceo-tells-bbc-2025-11-18/
Reuters
No firm is immune if AI bubble bursts, Google CEO tells BBC
Alphabet Chief Executive Sundar Pichai said no company would be unscathed if the artificial intelligence boom collapses, as soaring valuations and heavy investment in the sector fuel concerns of a bubble.
Sen.Warren writes that President Donald Trump’s “close ties” with AI executives and donors “raise concerns that the Administration will bail out AI executives and shareholders while leaving taxpayers to foot the bill.”
https://www.theverge.com/news/823136/senator-elizabeth-warren-openai-trump-bailout
Эмм, в смысле, а зачем еще тогда это всё
https://www.theverge.com/news/823136/senator-elizabeth-warren-openai-trump-bailout
Эмм, в смысле, а зачем еще тогда это всё
The Verge
Sen. Warren presses Trump admin on potential AI bailout plans
Getting to the bottom of potential bailout plans.
Without naming individual stocks, the ECB pointed to “increasing market concentration” amid “persistently high valuations”. This could result in “sharp, correlated price adjustments” if investors were caught out by negative surprises, it said.
https://www.ft.com/content/82100215-18d0-4850-8dcd-d9745ad342d0
Класс коррекции подает голос
https://www.ft.com/content/82100215-18d0-4850-8dcd-d9745ad342d0
Класс коррекции подает голос
Ft
‘Fomo’ is driving ‘stretched’ US tech valuations, ECB warns
Central bank says ‘negative surprises’, including worries over Fed independence, could trigger market correction
Ред тейп летит над нашей еврозоной
https://www.reuters.com/world/europe/euro-zone-factory-activity-contracts-november-job-cuts-accelerate-pmi-shows-2025-12-01/
https://www.reuters.com/world/europe/euro-zone-factory-activity-contracts-november-job-cuts-accelerate-pmi-shows-2025-12-01/
Reuters
Euro zone factory activity contracts in November, job cuts accelerate, PMI shows
Euro zone manufacturing activity slipped back into contraction territory in November on weakening demand that forced firms to cut jobs at the quickest rate in seven months, a private survey showed.
Ну теперь интересно, а сколько будет стоить без пометки размещаться
https://futurism.com/artificial-intelligence/openai-stuff-ads-into-chatgpt
https://futurism.com/artificial-intelligence/openai-stuff-ads-into-chatgpt
Futurism
OpenAI Preparing to Stuff Ads Into ChatGPT, According to Beta Code in App
Lines of code in an experimental build of OpenAI's ChatGPT app references a number of advertising related features.
Превентивная национализация (в случае с Интелом) и госкапитализация сектора в данном — любопытная стратегия. Сам себя не выкупишь — не выкупит никто
https://www.reuters.com/business/trump-administration-inject-up-150-million-into-xlight-wsj-reports-2025-12-02/
https://www.reuters.com/business/trump-administration-inject-up-150-million-into-xlight-wsj-reports-2025-12-02/
Reuters
Trump administration to inject up to $150 million into chip laser startup xLight
The Trump administration has agreed to take a stake in xLight - a startup seeking to develop free-electron lasers viewed as key to making faster computing chips.
Пьеса озаглавлена "Инфляция, или сон в зимнюю ночь". Действующие лица: Оберон (повелитель духов), Титания (покровительница фей), Инфляция (падший дух, бывшая добродетель), а также Эльф в "синих штанишках" (выскочка-всезнайка).
В пьесе Эльф просит договориться Оберона и Титанию по вопросу таргета инфляции и называет курс рубля "безумными качелями". Пьеса заканчивается вопросом Титании к Оберону: "Куда ведет упорство маркетплейсов горемычных?".
https://tass.ru/ekonomika/25785707
Хоть у кого-то всё хорошо
В пьесе Эльф просит договориться Оберона и Титанию по вопросу таргета инфляции и называет курс рубля "безумными качелями". Пьеса заканчивается вопросом Титании к Оберону: "Куда ведет упорство маркетплейсов горемычных?".
https://tass.ru/ekonomika/25785707
Хоть у кого-то всё хорошо
TACC
Топ-менеджер ВТБ представил пьесу, в которой затронул проблему курса рубля
Дмитрий Пьянов написал ее по мотивам Уильяма Шекспира "Сон в летнюю ночь"
But senior lawmakers from Meloni’s Brothers of Italy party are pushing for a provision in the upcoming budget law to declare that “the gold reserves managed and held by the Bank of Italy belong to the Italian people”, a move that critics fear could pave the way for a potential sell-off of some of Italy’s gold.
“It is not clear to the ECB what the concrete purpose of the draft provision is,” the ECB said in its opinion. “The Italian authorities are invited to reconsider.”
https://www.ft.com/content/0469353e-2738-41bc-99b3-1739496fca6f
Причина тряски?
Ft
ECB urges Giorgia Meloni’s party to rethink declaring Italy’s gold ‘belongs to the people’
Any law affecting legal status of gold reserves would risk Bank of Italy’s independence, warns central bank
Никакого декаплинга перед выходом на арену тайваньской партии Пекина, здесь не на что смотреть, расходитесь
https://www.ft.com/content/66dbc507-74e2-4d05-b1f1-b9dfbc8a5399
https://www.ft.com/content/66dbc507-74e2-4d05-b1f1-b9dfbc8a5399
Ft
EU pushes magnet recycling to cut reliance on China
Proposed restriction on export of some waste is latest bid to secure critical minerals supply after China export measures
Твёрдо и чётко
https://www.reuters.com/world/asia-pacific/ai-industry-not-bubble-stocks-could-see-correction-sk-chief-says-2025-12-05/
https://www.reuters.com/world/asia-pacific/ai-industry-not-bubble-stocks-could-see-correction-sk-chief-says-2025-12-05/
Reuters
AI industry not in a bubble, but stocks could see correction, SK chief says
Artificial intelligence stocks could come under pressure after rising too fast and too much, but the industry is not in a bubble, the head of South Korean conglomerate that owns leading memory chipmaker SK Hynix said.
Как говорится, биг иф тру
https://www.engadget.com/big-tech/china-reportedly-has-a-prototype-euv-machine-built-by-ex-asml-employees-235833756.html
Именно технологии АСМЛ являются сегодня единственным сдерживающим фактором для Пекина
https://www.engadget.com/big-tech/china-reportedly-has-a-prototype-euv-machine-built-by-ex-asml-employees-235833756.html
Именно технологии АСМЛ являются сегодня единственным сдерживающим фактором для Пекина
Engadget
China reportedly has a prototype EUV machine built by ex-ASML employees
Reuters reports that scientists in China have created a prototype of a machine that could eventually be used to produce semiconductor chips capable of powering AI.
The US economy expanded in the third quarter at the fastest pace in two years, bolstered by resilient consumer and business spending and calmer trade policies.
https://www.bloomberg.com/news/articles/2025-12-23/us-economy-expanded-at-4-3-pace-fastest-in-two-years
US consumer confidence declined for a fifth consecutive month on more pessimistic views of the labor market and business conditions.
https://www.bloomberg.com/news/articles/2025-12-23/us-consumer-confidence-drops-for-fifth-straight-month
Ясно. Расходимся, тут не на что смотреть
AI-related borrowing now accounts for around 30 per cent of net investment grade issuance, according to Goldman Sachs, and is expected to grow in 2026, despite concerns over the level of debt being taken on by the AI “hyperscalers”.
https://www.ft.com/content/faa3d747-9a32-4219-93eb-a93c10502f06
«Мы еще даже не начинали»
Ft
AI debt boom pushes US corporate bond sales close to record
Investment-grade borrowers have issued $1.7tn of bonds this year, closing in on 2020’s Covid debt rush
The Pentagon report also highlights the PLA’s progress toward its 2027 targets — the first stage in Xi’s strategy for military modernization. It described the goals as achieving “strategic decisive victory” over Taiwan, “strategic counterbalance” against the US, and “strategic deterrence and control” against other regional countries.
https://www.bloomberg.com/news/articles/2025-12-23/china-s-military-buildup-makes-us-vulnerable-pentagon-report-says
Не ждут, а готовятся
Bloomberg.com
China’s Military Buildup Makes US Vulnerable, Pentagon Report Says
China is in the midst of a “historic military buildup” that has made the US homeland “increasingly vulnerable,” according to the latest edition of a Pentagon report on the capabilities of the Asian nation’s military, presenting a challenge to President Donald…