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Tech industry
fromTheregister
6 days ago

Signal's Meredith Whitaker decries dependence on AWS

Heavy dependence on AWS concentrates cloud power, causing widespread outages, massive economic costs, and limited resiliency options for global real-time communication services.
#cloud-computing
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#sp-500
fromFortune
3 months ago
Venture

The S&P 500 is 'extremely concentrated,' Apollo economist says, warning the best AI investment may not be in the Magnificent 7

fromFortune
3 months ago
Venture

The S&P 500 is 'extremely concentrated,' Apollo economist says, warning the best AI investment may not be in the Magnificent 7

more#sp-500
Artificial intelligence
fromFortune
3 weeks ago

Top analyst on concerns about Nvidia fueling an AI bubble: 'We've seen this movie before. It was called Enron, Tyco' | Fortune

U.S. equity rally is concentrated in AI infrastructure-driven gains among a handful of megacap stocks, creating vulnerability to a sharp market correction.
Venture
fromTechCrunch
4 weeks ago

If you're not an AI startup, good luck raising money from VCs | TechCrunch

AI investment is dominating venture capital in 2025, capturing over half of VC funding and concentrating capital in major AI companies while overall fundraising declines.
Artificial intelligence
fromFortune
1 month ago

Goldman Sachs' David Solomon says he's 'not smart enough to know' if AI is a bubble, but 'it's not different' from other market manias | Fortune

AI-driven investment resembles past sector booms: abundant capital will produce many unprofitable bets, and equity markets may see a near-term drawdown.
Real estate
fromwww.housingwire.com
1 month ago

Will regulatory roadblocks hinder Compass's smooth M&A sailing?

Compass could be forced to divest overlapping Anywhere holdings and face antitrust scrutiny if it acquires both Sotheby's and Christie's despite a fragmented market.
Real estate
fromwww.housingwire.com
1 month ago

Reverse mortgage production metrics took a tumble in August

HECM endorsements are highly concentrated: Mutual of Omaha Mortgage, Finance of America, and Longbridge Financial comprised about 61% of endorsements.
Business
fromFortune
1 month ago

Nvidia's massive market cap is a 'bubble risk,' Deutsche Bank says: 'We appear to be in uncharted territory'

A handful of mega-cap tech companies, led by Nvidia, now dominate U.S. equities, creating concentration and potential bubble-like risk.
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