Finance Knuggets

Oct 04, 2025 Recently, I came across news about the growing concerns surrounding the AI bubble and its potential impact on the economy. Research indicates that the AI bubble is expanding rapidly and is significantly larger than the dot-com bubble. The substantial investments in AI-focused startups, data centers, and power

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Finance Knuggets

Oct 03, 2025 Recently, Morgan Stanley has raised concerns about cracks forming in the AI capex boom, particularly in small-cap stocks that may be overvalued. Chief Investment Officer Lisa Shalett emphasizes the importance of monitoring free cash flow growth in relation to AI technology investment, as the rapid increase in

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Finance Knuggets

Oct 02, 2025 Recently, I came across news highlighting the Asian Experience Awards 2025, recognizing exceptional brand experiences provided by companies. The spotlight was on Asian shipbuilding companies, posing stiff competition to Western counterparts as some nations focus on shipbuilding for economic growth. In 2024, a rise in spot container

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