Browsing: Warns

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Japan–China tensions threaten Japan’s tourism recovery, Goldman warns, putting yen and equities on alert A sharp cooling in Japan–China relations…

HSBC warns OpenAI may stay unprofitable to 2030 amid trillion-dollar compute bills The report reinforces concerns about the capital intensity of frontier AI, raising questions for cloud providers, chip suppliers and investors betting on early…

Taiwan warns China is speeding military buildup, stoking tail risks for chip supply chains and FX Taiwan’s president said Beijing is accelerating preparations and intensifying “grey‑zone” pressure, a development that keeps geopolitical risk front and…

Goldman Sachs Sees AI’s Economic Windfall Outpacing Costs, but Warns Equity Upside Is Largely Priced In Goldman Sachs estimates artificial intelligence will generate far more economic value than it consumes in investment over the next… (via Bpaynews real-time desk)

Headline: Boston Fed’s Collins Noncommittal on December Rate Cut as Inflation Risks Persist Introduction: Boston Federal Reserve President Susan Collins signaled she has not yet decided whether to support another interest rate cut at the… (via Bpaynews real-time desk)