AI’s productivity gains are years away, but if it doesn’t deliver, it could make unsustainable debt levels even worse, Deutsche Bank economist says

AI Productivity Gains Are Years Away, Deutsche Bank’s Reid Says

Artificial intelligence is likely to enhance productivity signficantly but any such impact on economies may still be years away, Deutsche Bank analyst Jim Reid said.

Indian IT faces FY27 guidance cut risk as AI, geopolitics cloud demand

With spending shifting toward AI tokens and cloud, industry growth and recovery remain uncertain

AI’s $2.2 trillion deficit fix is already half fake, economists say

A new Brookings/Fed paper finds AI productivity could meaningfully shrink the U.S. deficit — until you count the side effects, which could erase more than half the savings before Washington even cashes the check.

Uber: Why The AI Budget Blowout Won't Stop This Growth Compounder

Uber: Why The AI Budget Blowout Won't Stop This Growth Compounder

Why tech investors are reevaluating AI investments

NORTH AMERICA: AI investment remains a positive long-term story for Big Tech, but investors may see slower EPS growth and lower valuation multiples as infrastructure spending increases depreciation costs and reduces share buybacks. We examine the valuation implications for the largest tech firms, and how risks differ for companies from OpenAI to Anthropic

AI boom risks global financial crash, warn central bankers...

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Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China

Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned to benefit from a rotation away from crowded AI winners, Wood believes picks-and-shovels companies will continue to outperform amid massive AI capex and uncertain monetisation.

AI could unleash ‘single greatest productivity revolution’ if Washington avoids overreach: report

The Unleash Prosperity report, titled Boomsday Not Doomsday, argues AI could help ease housing costs, boost productivity and move workers into higher-value roles.

Vanguard Is Bullish on Value Stocks and Fixed Income. Are These 2 ETFs a Good Buy?

Strong productivity gains from AI -- and lower inflation -- could be good news for these Vanguard ETFs.

Global recession and the end of the middle class: What ‘AI exuberance’ could do to the world

The Bank of International Settlements has predicted major economic damage from the AI boom. It’s been correct before.

Even After Being Laid Off, 63 Percent of Workers From This Group Don’t File for Unemployment Benefits—Here’s Why

AI-related workforce reductions are on the rise. However, even after being cut, not every worker will apply for unemployment. Here, an expert explains why.

AI vs. Workers w/ Alexandra Mateescu and Aiha Nguyen

While we hear plenty of gloomy predictions about how the adoption of AI technologies will take away millions of jobs in the future, it’s already gutting labor rights and alienating workers right now. Alexandra Mateescu and Aiha Nguyen are two of the researchers behind a new report on this matter, “Last Place in the AI-First Economy: How the AI Industry

AI Stocks Face Uncertainty: If the Market Isn’t ‘Pricing In Promise,’ What’s Next for Tech?

AI Stocks Face Uncertainty: If the Market Isn’t ‘Pricing In Promise,’ What’s Next for Tech?

Could Artificial Intelligence Create Better Interest Rates for America?

Could artificial intelligence improve the economy by creating different interest rates for businesses and consumers? Explore the future of AI driven monetary policy.

The most reassuring argument about AI and jobs quietly explains why Gen Z can’t get one

Smart people disagree on the AI job apocalypse, and even the prophets of white-collar doom—Dario Amodei and Sam Altman—have walked back their predictions. But the best explanation for why AI won’t kill off jobs across the economy comes, perhaps unexpectedly, from a Dutch software company that sells its products to law firms. It also explains []

Don’t expect the rising tide of AI to lift all boats

The brave new world of artificial intelligence (AI) is going to be a mixed and divisive blessing for governments – not least those of key Asian countries – as well as for financial markets. The AI revolution points to higher economic growth for economies linked to the tech supply chain, with others being left behind. It also signals the potential for financial crises. Balancing these risks will be tricky. The relative optimism, displayed in a recent report from the International Monetary Fund...

Is AI making markets more or less efficient?

Is AI making markets more or less efficient?

Europe’s AI moment: Four imperatives for business leaders

Business in the age of artificial intelligence (AI) moves with dizzying speed. More powerful models launch regularly, bringing new opportunities and risks. Fresh use cases emerge daily, increasingly leaning on the orchestration power of agentic AI. Innovation boundaries recede as the cost of inference declines and robotics accelerates. It’s as if we’re permanently on fast []

Infosys boss says vibe coding no threat as there’s more to writing software than writing software

Despite warnings of revenue deflation, chairman predicts AI will make more work, not less

AI Coding Dominance Raises $8 Trillion Demand Questions As OpenAI And Anthropic Eye Public Markets (NYSE: UBER, NASDAQ: WMT, GOOGL, AMZN, MSFT, BABA)

Investors are beginning to question whether the artificial intelligence boom can sustain its expansion as OpenAI and Anthropic prepare to enter public markets. The central concern is that corporate AI spending remains heavily concentrated in coding, which may signal slower-than-expected adoption across broader business functions. Estimates suggest software development accounts for between a third and [] The post AI Coding Dominance Raises 8 Trillion Demand Questions As OpenAI And Anthropic Eye Public Markets (NYSE: UBER, NASDAQ: WMT, GOOGL, AMZN, MSFT, BABA) appeared first on Foreign Policy Journal.

Peter Linneman On AI's Trajectory, Trump's Tariffs And Misleading Inflation Numbers

Trillions of investment dollars are pouring into the advancement of artificial intelligence, touching nearly every sector of the economy while stoking fears that the technology could make American jobs obsolete. However, AI isn’t going to be the...

US Trade Deficit Swelled in May as AI-Fueled Imports Surged and Exports Fell

American companies are investing aggressively in artificial intelligence, pouring billions of dollars into servers, semiconductors and advanced computing equipment. At the same time, that spending spree is widening the nation’s trade deficit at a pace few economists anticipated, creating a fresh headwind for economic growth just as policymakers were hoping momentum would strengthen. New figures released Tuesday by the Commerce Department showed the US trade deficit widened 42.2 in May to 77.6 billion, the largest monthly gap in more than a year. Behind the headline was a striking imbalance: imports climbed sharply while exports retreated, illustrating how the country’s appetite

A better AI future for workers won’t build itself, says journalist Sarah O’Connor

A better AI future for workers won’t build itself, says journalist Sarah O’Connor

Why AI could be a financial ‘sludge’ buster

Regulators want to use the technology in their bid to cut red tape

AI: Jobs disappearing from Dutch labor market in design, customer service, advertising

Artificial intelligence (AI) is leading to declining job opportunities in many professions, the benefits agency UWV said in its annual report on which professions offer good job prospects

The power crunch: How energy constraints reshape datacentre strategy

AI growth is now hitting a hard limit – electricity. With power shortages causing delays, firms are pivoting to on-site energy, liquid cooling, and edge computing to sustain scaling for AI

How Will Saudi Measure AI Success?

Associate Vice President for Technologies and Special Projects at KAUST Dr. Manus Ward explains that AI's success will be measured by how effectively businesses adopt it to improve efficiency and reduce costs.

3 Critical Mistakes to Avoid When Building AI Tools for Your Business

Adding AI tools into your business can help you streamline workflows and boost productivity. If you do it right. Here are three critical mistakes to avoid during rollout.