AI boom
187
MENTIONS
95
EPISODES
89
PODCASTS
Search complete. 187 mentions across 95 episodes found for "AI boom".
Oct 28, 2026
Michael SmirconishHOST
Plus, do Democrats need to move more to the center or brace for the move to socialism? Two stars, two takes.
Michael SmirconishHOST
Also, some of its creators warned it could end the world, so would you invest in the AI boom? and it's been a divisive issue in America's elections.
Michael SmirconishHOST
Now, Israel decides the fate of its controversial leader.
Michael SmirconishHOST
Live at the table, Van Jones, Noah Rothman, Kate Bedingfield, Shermichael Singleton, and Carrie Champion.
7 MINS LATER
Carrie ChampionPANELIST
So if there's this big blue wave that they're talking about, you're saying that they won't do anything once they have the power? Is that what you're suggesting? No.
Carrie ChampionPANELIST
what they're
Noah RothmanPANELIST
proposing, they will not throttle the AI boom.
Noah RothmanPANELIST
That is the driver of American economic growth right now.
Mark HaywardHOST
I'm Mark Hayward and this is Business Growth Talks.
Mark HaywardHOST
Today, why the AI boom looks a lot like 2008 and who's going to pay when it pops.
Mark HaywardHOST
And what you can do right now to come out the other side stronger.
Mark HaywardHOST
There are three points.
Mark HaywardHOST
Wall Street, tech bros, central banks, but it's always landing on your desk in three ways.
Mark HaywardHOST
Firstly, interest rates.
Mark HaywardHOST
A lot of this AI boom was built on cheap money.
Mark HaywardHOST
Now rates are higher and that debt is getting harder to carry.
Daryl FairweatherGUEST
I think the AI boom is responsible for why mortgage rates have remained high.
Daryl FairweatherGUEST
Investors, instead of putting their money into the U.S. mortgage market, they're chasing these higher returns.
Daryl FairweatherGUEST
And when there's less money left over for the mortgage market, then you have higher interest rates.
13 MINS LATER
Daryl FairweatherGUEST
So I think that the interest rates still matter in terms of slowing down the overall economy, but the homeowners themselves, I mean, they still have the benefit that they have this fixed rate mortgage product that they get to hold on to even when interest rates go up.
Daryl FairweatherGUEST
So there is a bit more of a muted effect now than there was when adjustables were more popular.
David LinHOST
How much of the AI boom has contributed to America's housing market staying relatively resilient?
Daryl FairweatherGUEST
Well, the AI boom, I think the AI boom is responsible for why mortgage rates are as high as they are.
Daryl FairweatherGUEST
I mean, there were many mortgage rates went up before the AI boom really took off.
Tom KeeneHOST
Do you sense a constructive or less than constructive exuberance?
Gary GenslerGUEST
Well, I think that we will have a deceleration of this AI boom, and then some form of a reversal in the next 18 to 30 months.
Gary GenslerGUEST
And the question really to me is a little bit about timing, when, and then how deep it is.
Gary GenslerGUEST
And I think the depth of it is gonna be all dependent upon all the debt.
Ted GiocaHOST
OK.
Ted GiocaHOST
Where do we go from here? We're in an AI boom.
Ted GiocaHOST
It's a huge, this is a game changer.
Ted GiocaHOST
We'll see how it plays out.
Gary GenslerHOST
That might be more in the rear view mirror and not be future price.
Gary GenslerHOST
And even on energy and AI boom, interestingly, he said he needed time to wait to see Is that stabilized or even that after maybe the midterm elections, you'll see some of the pressures in the Strait of Hormuz moderate? But even if they plateau, his point was it might not be upward price pressure going into 2027.
Gary GenslerHOST
What do you think about that?
Simon JohnsonHOST
So it's a good question.
Gary GenslerHOST
It's very real in the economy, but...
Gary GenslerHOST
Look, affordability is very much on people's minds.
Gary GenslerHOST
And the price of electricity being pressed up from the AI data center boom, the price of electronics being pressed up across a wide area, again, largely because of the AI boom.
Gary GenslerHOST
the price of anything that relates to energy and downstream from energy.
Cheng Chye HsernGUEST
So, I mean, some of these things are factors that investors in Singapore should think about, especially when they are trading these ETFs.
Lance AlexanderHOST
Investors have been reassessing the enormous spending behind the AI boom.
Lance AlexanderHOST
You mentioned it just earlier.
Lance AlexanderHOST
We saw AI stocks hit by another sharp sell-off last week.
Lance AlexanderHOST
Is the fear of an AI financing bubble getting bigger, you reckon? People becoming more concerned, more anxious?
Cheng Chye HsernGUEST
I think the market is starting to think seriously about how the AI boom is going to get financed.
Cheng Chye HsernGUEST
Definitely, AI as a technology is going to be here to stay.
Cheng Chye HsernGUEST
It's definitely something that is likely to bring certain productivity gains.
speaker_1HOST
The date is October 26, 2026.
speaker_1HOST
And, I mean, the bill for this massive AI boom has finally come due.
speaker_2HOST
Yeah.
speaker_2HOST
We are looking at a market that has just entirely shifted.
Scott BichenoHOST
We'll tell him what we said.
Scott BichenoHOST
So my headline was Nokia dependent on AI boom for sales growth.
Scott BichenoHOST
And I think I took a similar angle on a lot of it to you.
Scott BichenoHOST
I had a little skim of your one.
24 MINS LATER
Ian MorrisHOST
And...
Ian MorrisHOST
I mean, you were pondering the four or 5% drop in the share price that happened, which was actually, if you look to the news stories that came out, because I looked at the headlines later in the day and pretty much everybody had taken quite a positive spin, I think.
Ian MorrisHOST
Like Nokia, it feels the effects of the AI boom or whatever it is.
Ian MorrisHOST
I think I had something like that as the first half of mine.
MarcusHOST
AI agents at OpenAI learned how to escape their sandboxes, forcing the company to take all future training completely offline.
MarcusHOST
A top economist claims the AI boom is a bust with zero financial payoff for most companies outside of big tech.
MarcusHOST
And Starlink is back to full strength in Ukraine, ending a mysterious and tense standoff over its use in the war.
MarcusHOST
And before we go, there's a weird new AI art trend.
85 more episodes mention AI boom.
Create an account to see the whole feed, search across every transcript, and follow the entities you care about.