Ray Dalio Says the AI Stock Boom is a Bubble
Hedge fund legend Ray Dalio is sounding the alarm on AI stocks. He calls the current boom an “early stage bubble,” pointing to massive outperformance by gold and international equities in 2025.
Category: AI
AI Talent Shifts, Microsoft Retirements, and a New Seattle Mayor
The Seattle tech scene is seeing significant movement at the start of the year. A key Amazon AI executive is moving to Anthropic, while a longtime Microsoft government affairs leader is retiring. Plus, Seattle’s new mayor has named her deputy.
The AI Boom’s 2026 Flashpoints: Hectocorns, Apple, and Angry Towns
According to Bloomberg Business, the AI industry is barreling toward a critical 2026. Potential IPOs for giants like Anthropic and OpenAI, Apple’s hardware-heavy comeback attempt, and a growing community backlash against data centers could define the year. Here’s what to watch.
AI’s Two-Speed Revolution: Power Users Dive In, Others Hesitate
AI is no longer a novelty; it’s a daily tool for most. But how people use it is creating a major split. Power Users are letting it reshape everything, while others are just dipping a toe.
Chinese AI Firm MiniMax Prices IPO at the Top on Huge Demand
MiniMax is set to price its Hong Kong IPO at the top of its marketed range, capitalizing on massive investor demand. The company, a key rival to U.S. firms like OpenAI, will begin trading this Friday.
Jensen Huang’s Taiwan Trip: A “Trillion-Dollar” Dinner and a New HQ
NVIDIA CEO Jensen Huang is visiting Taiwan in January. His trip includes signing construction documents for the company’s first non-US global HQ and hosting a major dinner with supply chain partners. This underscores Taiwan’s critical role in the AI era.
Scientists Propose a “Periodic Table” for AI Algorithms
Researchers have developed a mathematical framework that organizes the chaotic world of AI loss functions. It’s designed to help engineers pick the right algorithm for the job without starting from scratch each time.
Cathie Wood’s Fintech ETF Wins by Ditching Fintech
ARK Investment’s fintech-focused ETF posted a 29% return in 2025, defying a sector slump. It did so by stretching its definition of fintech to include AI winners like Palantir and Roku, while core payments stocks like Fiserv plunged over 65%.
Nvidia’s CES 2026 Keynote: How to Watch Jensen Huang’s AI Reveal
Nvidia CEO Jensen Huang is set to deliver a keynote at CES 2026 on Monday, January 5, at 4 p.m. ET. The presentation, focused on “what’s next in AI,” will be a major event as Nvidia powers the current AI boom. You can watch the livestream directly via CNET’s YouTube channel.
Ukraine’s AI Drones Are Finally Working. The Numbers Are Staggering.
Ukraine’s second-generation AI drones are a lethal game-changer. With hit rates soaring past 80%, they’re overcoming jamming and operator skepticism to devastating effect on the battlefield.