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News
Why AI alignment is impossible
1+ day, 11+ hour ago (220+ words) I'm getting a bit tired of reading about Anthropic CEO Dario Amodei and how he will ensure that AI models do what's best for humanity. Here is a reality check. The company is planning an IPO with a $2 trillion valuation…...
The $4 trillion question: Can the hyperscalers' enormous bet on data centers pay off
3+ day, 11+ hour ago (555+ words) A 100 MW dedicated inference campus running GB200 NVL72 racks needs roughly $2.91 per GPU-hour to generate a 15% levered equity IRR. That's the conclusion of a deep dive from the Scotiabank Global Equity Research team. The $2.91 needed to clear the return hurdle and it…...
Bill Gates undermines everything the AI leaders have been saying
3+ day, 10+ hour ago (433+ words) Yesterday, I wrote about how AI leaders can't be trusted to tell us the truth about what's coming. I lamented that they've suddenly switched their stance on AI job losses at exactly the same time that they need to raise…...
US GDP 2nd estimate for Q2 1.5% vs 1.5% preliminary.
3+ day, 17+ hour ago (271+ words) Overall, the report shows slower headline GDP growth but stronger consumer demand, income growth and corporate profits. The less favorable side of the report was the renewed inflation pressure and the drag from government spending and net trade. A closer…...
Nasdaq Analysis: Two Critical Levels to Watch Around Nvidia Earnings
3+ day, 22+ hour ago (1451+ words) Nasdaq Futures Await Nvidia Earnings: 29,310 and 29,200 Define the Next Move Nasdaq futures are trading inside a narrow decision zone ahead of Nvidia's earnings. A sustained move above 29,310 would activate the bullish scenario and a possible bull flag breakout. A sustained…...
investingLive Asia-Pacific market news: Oil down, AUD 3 month high
4+ day, 2+ hour ago (225+ words) Oil fell in post-settlement trade after an unconfirmed report from Russian agency RIA, citing Pakistani and Iranian sources, claimed a US-Iran ceasefire had been agreed including free navigation through the Strait of Hormuz. The report remains uncorroborated by Western wires…...
The AI leaders can't be trusted for AI predictions
4+ day, 11+ hour ago (674+ words) One of the most-radicalizing events of the past year in AI has been the co-ordinated change in messaging from AI leaders. Early on, I suspect they were trying to be honest about the impacts of AI, talking about massive disruption…...
Zoom Stock Faces a Two-Part Earnings Test: Core Growth and Anthropic
4+ day, 10+ hour ago (1469+ words) Zoom will report its second-quarter fiscal 2026 earnings after the US market closes on August 25. Investors expect approximately $1.48 in adjusted earnings per share and $1.27 billion in revenue. Those numbers matter, but this Zoom report has an unusual second angle. Zoom invested…...
European indices close mixed.
4+ day, 13+ hour ago (556+ words) European shares closing mixed for the 2nd consecutive day, with Germany’s DAX and Italy’s FTSE MIB leading the gains. France’s CAC and Spain’s Ibex were lower. The broader European market tone was supported by falling oil prices, lower bond yields and…...
Treasury yields dip but continues to probe the top of the range
5+ day, 10+ hour ago (308+ words) There is something disquieting about a government fighting markets. There is a certain futility about it in large part because it rarely works. When it does work, it's usually of the Mario Draghi "whatever it takes" variety and some dramatic…...