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News
AI Adoption Without The Hype – Beyond The Infrastructure Boom
6+ day, 6+ hour ago (114+ words) Seeking Alpha - For two years, enormous AI budgets have been waved through on faith rather than evidence, such that spending and returns have stopped matching up. - The mood has shifted from what AI can do to what it returns. The…...
AI boom could widen U.S. current account deficit, Fed note says (XT:NASDAQ)
1+ week, 1+ day ago (62+ words) Seeking Alpha The artificial intelligence boom could widen the U.S. current account deficit, according to a Federal Reserve research note. The paper said about 90% of equipment goods used in high-technology sectors originate abroad. Foreign suppliers are concentrated in East Asia, increasing…...
Jim Bianco On The 'AI Economy,' Inflation And What's Next
2+ week, 3+ day ago (122+ words) Seeking Alpha - The conversation explores the powerful forces driving today’s AI investment boom, from the surge in technology spending and data center demand to the broader impacts on productivity, inflation, interest rates, and financial markets. - The president and macro strategist…...
Does AI Raise Or Lower Neutral Rates?
3+ week, 1+ day ago (17+ words) A growing share of central bankers argue that artificial intelligence will ultimately push neutral interest rates higher....
U.S. business AI adoption tops 20%, nearly a quarter of firms expect to use AI within six months: GS
3+ week, 1+ day ago (66+ words) Seeking Alpha Vertigo3d/E+ via Getty Images Artificial intelligence adoption among U.S. businesses continues to accelerate, with more than one in five firms now using the technology in their operations, according to Goldman Sachs Global Investment Research, citing data from the U.S. Census…...
Returns?! Many enterprises lack benchmarks for measuring success of AI: Wedbush
3+ week, 6+ day ago (89+ words) Seeking Alpha As enterprises actively pursue the deployment of artificial intelligence tools, many of these businesses have not created benchmarks to measure what a successful return on investment for AI looks like. Earlier this week, Wedbush Securities held its Disruptive…...
The Lessons I Learned From Publishing 3,000 Articles On Seeking Alpha
3+ week, 6+ day ago (149+ words) Seeking Alpha - Expertise and deep industry knowledge, not just volume, drive credible and actionable investment research. - Developing proprietary research frameworks and engaging with readers and editors are essential for differentiated insights and continuous improvement. - Quality compounds over time, building reputation,…...
Beyond Hype: AI Benefits Taking Shape
4+ week, 3+ hour ago (29+ words) We believe the next wave of AI winners will be companies applying tools to discrete, measurable workflows where productivity gains can be proven, sustained and scaled. Read more here....
Inflation In 'Core Services' Surges, Plus AI’s Impact On Electricity And Goods
4+ week, 8+ hour ago (17+ words) Inflation In 'Core Services' Surges, Plus AI's Impact On Electricity And Goods: Inflation Beyond Gasoline Seeking Alpha...