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Unprecedented moves in the AI space this week are giving stock market experts flashbacks to one of the most famous corporate scandals in history, stoking fears that we're in line for a similarly catastrophic fallout. The headline-worthy $500 billion that Wall Street just announced it's providing Nvidia clients to scale their AI infrastructure marks the beginning of an untested new future for financial engineering that commentators such as Ed Yardeni and Michael Burry are extremely wary of. And, based on the implications for the average portfolio and the economy at large, you may need to be wary, too. Predicting a...

When New York Gov. Kathy Hochul signed a one-year moratorium on new large-scale data centers via executive order, it became the nation's first statewide ban. It will likely be popular. Polls find widespread opposition to data centers, and the objections seem to be growing. Around 70% oppose the construction of a new artificial intelligence data center in their area, with 48% strongly opposed. Only 27% favor it. Even in Texas, the energy-rich state with the most data centers, Gov. Greg Abbott has called for a ban on new developments in rural areas. The panic surrounding data centers is highly reminiscent...

The video “AI Execs are Running a 1948 Circus Trick…” by Brendan Dell argues that AI companies are utilizing the **Barnum Effect**—a psychological phenomenon where individuals believe generic descriptions are highly specific to them—to inflate their valuations and influence policy through “fear-based marketing.”

Why the artificial-intelligence advertising spree could be the last hurrah - like the dot-coms in 2000 OpenAI and Anthropic are losing enormous amounts of money, yet are given valuations as if they were real companies making real profits. During Super Bowl XXXIV on Jan. 30, 2000, 14 of the 61 television advertisements were for internet startups. Perhaps they should have heeded the advice offered by E-Trade's "Waste of Money" ad that year, which featured a dancing monkey and ended with the on-screen punchline: "Well, we just wasted $2,000,000. What are you doing with your money?" That Super Bowl was played...

Bridgewater founder Ray Dalio joins 'Squawk Box' to discuss concerns over an AI bubble, the history of economic bubbles, what investors can do in response to bubble fears, state of private credit market, problems around debt, his thoughts on bitcoin, and more. Bridgewater founder Ray Dalio: We are definitely in a bubble, but that doesn't mean you should sell | 9:10 CNBC Television | 3.29M subscribers | 88,329 views | November 20, 2025 on CNBC Television website