AI Stocks Frenzy: $17 Billion Deals, Surging Shares, and ...
Over Sept 8–9, the balance of news favored the optimists: we saw examples of AI driving real revenue, companies forming blockbuster partnerships to scale AI, and continued bullish …
AI gains and strong earnings support Wall Street as tariff ...
Aug 1, 2025 · NEW YORK (Reuters) -With more than half of second quarter earnings reported and stocks near record highs, company results have reassured investors about the artificial …
The Great Wall Street (@thegreatwallstreet8888) - Substack
Nov 25, 2025 · Alibaba Q3 FY2025 (Sept quarter): Revenue RMB247.8B (+5% YoY, +15% YoY ex-Sun Art/Intime). Cloud + AI strong: Cloud rev +34%, AI products 9th straight quarter of …
AI Hitting the Wall?
Nov 17, 2025 · Recently, there's been a two-fold indication that AI progress is "plateauing" or "hitting a wall." The two main indicators are: The GPT "o1" model released in September 2024 …
AI is hitting a wall just as the hype around it reaches the ...
Nov 19, 2024 · Some AI skeptics have warned for years about “scaling laws” — the idea that you can continually improve a model’s output just by throwing more data and computing power at it.
Fed Warning and AI ‘Bubble’ Fears Hit Wall Street: NYSE ...
Sep 25, 2025 · Federal Reserve policy and broader economic signals were front-and-center for Wall Street throughout Sept. 24–25. The week marked the aftermath of the Fed’s first rate cut …
Caterpillar’s Generator Sales—and Its Stock—Are Surging on AI ...
1 day ago · Caterpillar’s Surging Stock Is Fueled by AI, Not Yellow Excavators Sales of generators are powering the manufacturing giant’s fastest-growing segment and a race to help …