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US GDP slows to 1.4% in Q4 2025 as shutdown drags growth
business5 days ago

US GDP slows to 1.4% in Q4 2025 as shutdown drags growth

US GDP rose at a 1.4% annualized rate in Q4 2025, undershooting economists’ expectations of about 3%, as disruptions from the government shutdown and softer consumer spending weighed on growth. The CBO estimated the shutdown shaved roughly 1.5 percentage points from Q4 GDP, with most lost output expected to be recovered. AI-related investment and tax cuts are seen as supports for activity later in the year, even as the economy remains uneven and inflation pressures persist.

via The Guardian|
#ai-investment#business#consumer-spending
Amazon commits massive AI boost as Big Tech races ahead, shares slide
business20 days ago

Amazon commits massive AI boost as Big Tech races ahead, shares slide

Amazon said it will spend about $200 billion this year on AI, chips, robotics and related infrastructure, part of a broader $650 billion Big Tech AI push; the plan sent its shares down more than 11% in after-hours trading. Meta, Google and Microsoft are also pledging large AI investments, while Amazon CFO Brian Olsavsky says cost cuts will continue elsewhere and CEO Andy Jassy asserts AI will reinvent customer experiences and eventually become profitable. The moves follow Amazon’s recent job cuts of about 16,000 roles to reduce costs.

via BBC|
#ai-investment#amazon#artificial-intelligence
Consumption fuels U.S. growth in 2025, with AI acting as a supporting role
economy1 month ago

Consumption fuels U.S. growth in 2025, with AI acting as a supporting role

Analyses show U.S. GDP growth in 2025 was driven primarily by consumer spending, with AI-related capital expenditures ranking a distant second. Adjusted for imports, AI’s net contribution to growth averaged 0.4–0.5 percentage points (roughly 20–25% of growth excluding imports), while software and computers were AI’s biggest GDP contributors rather than data centers. Some analysts argue AI’s impact on GDP is overstated. Quarterly data later in 2025 showed strong growth (Q3 at 4.3% annualized) despite a negative Q1, with Q2’s pace in between. Looking ahead to 2026, consumption is expected to remain resilient, aided by AI investments, possible Fed rate cuts, and unemployment stabilization tied to slower immigration; productivity and job creation will be key watchpoints.

via CNBC|
#ai-investment#consumption#economy
U.S. Stock Markets Reach New Highs Amid Economic Data and Tech Optimism
business1 month ago

U.S. Stock Markets Reach New Highs Amid Economic Data and Tech Optimism

US stocks reached new highs driven by sector rotation and hopes for interest rate cuts, with market sentiment supported by strong retail flows and positive economic signals, despite geopolitical and economic uncertainties. Investors are eyeing AI developments and macroeconomic data to gauge future gains, with analysts predicting continued growth in 2026.

via Bloomberg.com|
#ai-investment#business#interest-rates
business1 month ago

2025 M&A Market Surges to $4.5 Trillion with Record-Breaking Deals

The media and entertainment industry is experiencing a significant wave of mergers, acquisitions, and strategic deals through 2025 and into 2026, driven by streaming consolidation, local broadcast ownership changes, and investments in AI, with key players including Netflix, Warner Bros, Disney, and Middle Eastern investors. Regulatory and political factors, including potential deregulation under Trump, influence deal flow, while companies focus on profitability and scale amid industry reinvention.

via Deadline|
#ai-investment#business#media-manda
Billionaires' Top AI Stock Picks Poised to Dominate by 2026
business2 months ago

Billionaires' Top AI Stock Picks Poised to Dominate by 2026

Billionaire hedge fund manager Philippe Laffont has invested about a third of his portfolio in six AI stocks, including Meta, Microsoft, TSMC, Amazon, Nvidia, and Alphabet, which he believes will dominate in 2026 due to the booming AI industry and increased data center spending. These stocks are positioned to benefit from the growing demand for AI infrastructure and computing power, making them attractive investments as they are currently below their all-time highs.

via Yahoo Finance|
#ai-investment#ai-stocks#business