Market Talk: Tech earnings put AI boom to the test

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▶ video19 oct 2026, 19:14 · hace 3 días ingléstono -0.41
AI is driving inflation. The Fed's fix may hurt everyone else
AI companies are spending hundreds of billions of dollars building technology, and it's driving up inflation. The Fed's fix for that, higher interest rates, is probably going to hurt everybody but those companies. Howard Schneider explains. Read the story here: Keep up with the latest news from around the world: Follow Reuters on X:
Framing
- driving inflation
- companies howard schneider
- hurt
- fed's
- technology
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▶ video19 oct 2026, 14:45 · hace 3 días ingléstono -0.16
Big tech risks outspending its AI returns
Investors are asking whether tech giants are spending too much on AI. John Stoltzfus from Oppenheimer Asset Management told Reuters the risks are real but argues that, given the insatiable appetite for AI, today’s spending spree is no mistake. Read the story here: Keep up with the latest news from around the world: Follow Reuters on X:
Framing
- tech risks outspending
- real
- giants are spending
- oppenheimer asset
- insatiable appetite
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▶ video19 oct 2026, 11:15 · hace 3 días ingléstono -0.08
Market Talk: Tech earnings put AI boom to the test
As the US earnings season gathers pace, investors are demanding clearer returns on the billions pouring into AI. Vicky Pryce from the CEBR told Reuters that, with the economics of AI data centres increasingly in doubt, the path ahead is far from certain. Read the story here: Keep up with the latest news from around the world: Follow Reuters on X:
Framing
- tech earnings
- increasingly in doubt
- season gathers pace
- market
- data centres increasingly
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Market Talk: Tech earnings put AI boom to the test

Cómo lo cuentan los medios

AI is driving inflation. The Fed's fix may hurt everyone else

Big tech risks outspending its AI returns

Market Talk: Tech earnings put AI boom to the test

AI Spending Isn’t Enough for Investors