Monday, November 17, 2025

‘Okay With Me’ | Trump Backs Sanctions on Countries Trading With Russia [China/India]

More than 40 years in the making . . .

 https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcQKVQu50S3a2jQeM7cJiLjRDpjttqAuhUUJOw&s

BLOOMBERG NOT-SO-BRIEF:Markets Await Nvidia Earnings; Trump Reverses Stance on Epstein Files | ...

 
 

Concerns over an AI Bubble. . .INVESTORS WORRY OVER AI BUBBLE. . .a stumble. . .and Gold Outperforming Bitcoin > Monetize your debt!

Fears grow that groundbreaking graphics processor technology will lose value faster than expected

The hole lurking in big tech’s trillion-dollar AI blitz

 
 

As fears over a potential AI bubble grow, many analysts are wondering whether this groundbreaking technology will lose its value faster than expected.

Unsurprisingly, such claims have been seized upon by short-sellers, keen to explore any suggestion that the tech-induced stock market frenzy is nearing its end.

Jensen Huang
Jensen Huang, chief executive officer of Nvidia. Nvidia’s valuation has been boosted to a staggering $4.7tn Credit: Kent Nishimura/Bloomberg

The threat of faster-than-expected depreciation is important because companies account for the cost of IT hardware assets over several years.

  • Recently, tech giants have taken the view that Nvidia’s graphics processors will remain effective and profitable for longer, increasing their expected lifespans from three to five years.
If these estimates are right, it will result in a huge boost to profits. 
If they are wrong, the tech giants will be forced into significant write-downs.

Over time, their chips will begin to wear out, break, or become obsolete, compounding fears that tech companies have overstretched themselves to keep the AI show on the road. . .
 
 
 

Yet even so, concerns could be enough to rattle investors.

While tech behemoths like Meta and Amazon should be able to absorb the hit from missed depreciation targets, smaller start-ups may be more at risk.

For example, CoreWeave saw its shares plunge 16pc earlier this week after disappointing results, with its valuation down by a third since a tech-fuelled sell-off at the end of October.

All of which suggests that the importance of Nvidia’s miracle chips goes beyond just its own balance sheet.

In fact, they could prove to be the difference between the boom and bust of AI’s trillion-dollar investment splurge." 

 TODAY'S CARTOON

https://www.telegraph.co.uk/content/dam/news/2025/11/15/TELEMMGLPICT000449221555_17632315732020.jpeg 

 

The Telegraph values your comments but kindly requests all posts are on topic, constructive and respectful. Please review our commenting policy.

Gold Is Better Fiat Hedge Than Bitcoin: 3-Minutes MLIV

 
 
 

Bitcoin Erases Year’s Gain as Crypto Bear Market Deepens


https://img.freepik.com/premium-photo/digital-bear-market-3d-render-bear-walking-stock-market-data-background_1348720-25458.jpg?semt=ais_hybrid&w=740&q=80 

 https://images.thespinoff.co.nz/1/2022/06/dcHYtU39-bear-stonks.gif

NYT Columnist Thomas Friedman: “The World Will Push Back” Against Trump ...

    Jan 27, 2026 #amanpourpbs From ICE's violent crackdown in Minneapolis to President ...