Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
Yardeni Research president Ed Yardeni speaks with CNBC’s Power Lunch: air is coming out of the AI bubble, but it will not burst; the bond market will regulate it by tightening the supply of funding for AI trades, while Anthropic’s IPO is a key test of investors’ appetite for AI.
CNBC Television ·
Billionaire investor Mark Cuban speaks with The Diary Of A CEO: AI itself does not understand consequences and has no ethics, while AI companies keep borrowing to expand computing capacity, borrowing more than they earn—a situation that could easily develop into a debt bubble. He also discusses his start in business selling garbage bags door to door as a child.
The Diary Of A CEO ·
