Bridgewater’s Greg Jensen wants AI compute giants held to too-big-to-fail bank standards
Bridgewater co-CIO Greg Jensen wants companies that control more than 5% of global or US AI compute resources to face…
Indices News
News about stock market indices (S&P 500, Nasdaq, Dow Jones, etc.)
BCA Research flags bond yields, earnings growth and IPO supply as risks to S&P 500 valuations
BCA Research maintains a constructive view on U.S. equities and an 8,100 year-end target for the S&P 500, but warns…
AI bubble’s debt load poses bigger near-term market risk than AI safety fears
A collapse of the AI investment bubble could pose a more immediate threat to markets than fears over uncontrolled artificial…
S&P 500’s Record Stock Concentration Echoes the Dot-Com Era
The ten largest stocks in the S&P 500 now hold roughly 40% of the index's total value, the most concentrated…
S&P 500 Faces AI Bubble Test as BCA Puts $10 Trillion Price on the Payoff
BCA Research estimates the artificial-intelligence industry may need close to $10 trillion in annual revenue to justify the capital spending…
