Monday, November 10, 2025
How I Stopped Worrying and Learned to Love the Bots 💔💔
AI OVERVOIEW
The phrase "How I Stopped Worrying and Learned to Love the Bots" is the title of various articles, essays, and podcasts that explore the relationship between humans and artificial intelligence.
- These pieces suggest that understanding AI's historical development and its nature as a tool for human augmentation can alleviate anxiety.
- By accepting AI's role as a technology to enhance human capabilities and productivity, and recognizing that it is a human-created tool, one can move from worry to a more practical or appreciative stance.
- Understand the history and nature of AI: Some arguments suggest that knowing the history of AI and understanding it's not about true intelligence but probability and data prediction, can reduce anxiety.
- View AI as a tool for augmentation: Rather than seeing AI as a replacement for human capabilities, consider it as a tool that can enhance creativity, productivity, and problem-solving.
- Acknowledge the collective human effort: Recognize that AI is not an independent entity but the result of collective human effort—the code, research, and engineering that went into it.
- Embrace AI for practical benefits: Many experiences shift from fear to appreciation when people see how AI can be used to uncover patterns in data or streamline processes in ways that were previously impossible.
- Recognize the technological disruption: Understand that AI represents a significant technological disruption, similar to the web and mobile computing, which will change how we work, learn, and entertain ourselves.
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REUTERS REPORT: UBS sets S&P 500's 2026 year-end target at 7,500 on AI-driven rally
UBS sets S&P 500's 2026 year-end target at 7,500 on AI-driven rally
By Reuters
A
screen that charts the S&P 500 is seen on the floor of the New York
Stock Exchange (NYSE) in New York, U.S., April 27, 2017.
REUTERS/Brendan McDermid Purchase Licensing Rights
Nov 10 (Reuters) - Wall Street's artificial intelligence-driven rally will extend into 2026, UBS Global Research said on Monday, as the brokerage set the S&P 500 index's (.SPX, opens new tayear-end target for next year at 7,500, betting on strong corporate earnings and gains in a concentrated but resilient technology sector.
The benchmark index is nearing the 7,000-point mark, having closed at 6,728.80 on Friday, spurred by investor optimism around AI, robust corporate profits and expectations of falling interest rates.
![](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%2331bad2" viewBox="0 0 16 16"%3E%3Cpath d="M8.982 1.566a1.13 1.13 0 0 0-1.96 0L.165 13.233c-.457.778.091 1.767.98 1.767h13.713c.889 0 1.438-.99.98-1.767L8.982 1.566zM8 5c.535 0 .954.462.9.995l-.35 3.507a.552.552 0 0 1-1.1 0L7.1 5.995A.905.905 0 0 1 8 5zm.002 6a1 1 0 1 1 0 2 1 1 0 0 1 0-2z"/%3E%3C/svg%3E)
Big Tech giants like Nvidia (NVDA, opens new tab, Microsoft, opens new tab and Alphabet
, opens new tab remain key drivers of the rally, with AI-linked spending fueling record capex.
"We see S&P 500 earnings growing at 14.4% through 2026. After a couple of slow quarters, growth should begin to accelerate from (the second quarter of next year)," the European brokerage said.
It said that although worries about a market bubble and the valuation of AI stocks persist, the effect is likely to be small.
, opens new tab remain key drivers of the rally, with AI-linked spending fueling record capex.
"We see S&P 500 earnings growing at 14.4% through 2026. After a couple of slow quarters, growth should begin to accelerate from (the second quarter of next year)," the European brokerage said.
It said that although worries about a market bubble and the valuation of AI stocks persist, the effect is likely to be small.
GLOBAL OUTLOOK
In
its note titled 'Global Economics and Markets Outlook 2026-2027,' UBS
said it expects the global economy to accelerate in 2026, with business
and consumer confidence improving, and major economies to roll out fresh
fiscal stimulus.
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"In
the next 4-5 months though, we first need to navigate a soft patch,
with tariffs still feeding through to prices (the U.S.) and exports
(globally)," UBS cautioned.
Among emerging markets, UBS prefers Chinese equities and the yuan.
The
brokerage said that improving confidence, falling real interest rates
and a pickup in credit growth are creating room for emerging market
central banks to ease policy further.
UBS
also said the U.S. dollar and Treasury's safe-haven status loss to
German bonds, gold and European axis currencies could change as
inflation in the world's largest economy drops sharply in the second
half of 2026.
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