What I Am Reading
Thursday, October 16, 2025
Markets I
- The Frothiest AI Bubble Is in Energy StocksWall Street Journal
- Ex-Meta exec Nick Clegg: Chance of AI correction is pretty highCNBC
- AI buildout spend is justified even if there are 'casualties,' Jim Cramer saysCNBC
- Strong Bank Earnings Push S&P 500 HigherWall Street Journal
- Wall St rises with TSMC results supporting renewed AI optimismReuters
Markets II
Central banks
US
- Tariffs are pushing prices higher and consumers are feeling the hit, Fed's Beige Book showsCNBC
- Grocery Prices Keep Rising. Frustrated Consumers Are Trying to Adapt.Wall Street Journal
- US homebuilder sentiment vaults to 6-month high in OctoberReuters
- Weak Jobs, Solid Growth and a Fraught Fed Future, WSJ Survey ShowsWall Street Journal
- Why Ending the Government Shutdown Is So HardWall Street Journal
- Here’s How You Know That Dems Own This ShutdownI&I
Europe
Trade
- China blames US for global panic over rare earths controlsReuters
- G7 agrees to keep united front on China export controls, diversify suppliersReuters
- Lower U.S. Tariffs Would Boost India Growth Outlook, Says Central Bank ChiefWall Street Journal
- Trump says Modi assured him India will stop Russian oil purchasesCNBC
Geopolitics
Industries & companies
AI
- AI Data Centers, Desperate for Electricity, Are Building Their Own Power PlantsWall Street Journal
- Alibaba says AI spending for e-commerce Taobao Tmall is breaking evenCNBC
- Microsoft will test Copilot Actions and Manus in Windows 11CNBC
- JPMorgan Chase, Goldman Sachs already using AI to hire fewer peopleCNBC