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Cockroaches In The Coal Mine
Seeking Alpha· 2025-11-07 07:30
DNY59/E+ via Getty Images Pardon the mixed metaphor, but I couldn’t resist. Jamie Dimon, Chairman and Chief Executive Officer of JP Morgan Chase, whose comments are always insightful and direct, said the following last month with regard to the bankruptcy filings from First Brands, an auto parts supplier, and Tricolor, a seller of and subprime lender against used cars: “My antenna goes up when things like that happen. And I probably shouldn’t say this, but when you see one cockroach, there are probably m ...
'Bond King' Bill Gross says he's worried AI giants are wasting money — and their stocks could pay the price
Yahoo Finance· 2025-09-13 01:00
行业投资趋势 - 科技巨头正竞相投资人工智能领域以争取未来垄断地位 投资金额达数千亿美元[2][4] - 亚马逊 Meta 微软和Alphabet等公司计划今年在人工智能领域投资超过3000亿美元[4] - 电力供应商正在积极准备为人工智能数据中心提供能源支持[3] 公司市场表现 - 甲骨文公司因人工智能驱动的收入预期 市值单日涨幅高达43% 增加近3000亿美元[1] - 自2023年初以来九家最有价值的科技公司股价全部翻倍 其中英伟达上涨约12倍 Meta上涨约6倍[5] - 九大科技公司当前合并市值已超过22万亿美元[5] 投资风险警示 - 经济学家警告可能出现"错误投资"现象 部分公司可能面临过度投资风险[1][2] - 未能占据主导地位的公司将面临增长显著放缓的风险 股价可能受到重大冲击[2] - 科技公司在微芯片 服务器和其他基础设施领域投入巨额资金以开发先进AI模型[3]