Founder and editor of The Felder Report: https://thefelderreport.com
Jesse Felder
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Michigan Governor caught on hot mic with Oracle CEO Clay Magouyrk, discussing citizen opposition to AI data centers, bragging how she ignores their concerns: “We’re used to people saying 'f*ck no,' & doing it anyway.”🇺🇸
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Hart Cunningham
‘The boss of JPMorgan Chase, who once feuded with SpaceX’s hot-headed ceo, has hosted him for a chummy interview in front of wealthy clients. If that feels icky, what the bankers are telling investors about SpaceX’s business is cringe.‘ www.economist.com/finance-and-...
‘Social Security’s deteriorating finances have long been thought of as a future problem — for another president, or another Congress, to resolve. But now, it is creeping ever closer because funds will run out before the end of the next president’s term.’ www.nytimes.com/2026/06/09/b...
As the chart below shows, the cost per token is now falling. This suggests that companies are becoming increasingly cost-conscious and are turning to cheaper models for their AI needs.
‘The real test is whether index funds forced to snap up stock will be enough to outweigh the issue. SpaceX’s sheer size means that, even with staggered exits, the selling may be so significant that it has simply ensured chronic pain through to next year.’ www.reuters.com/commentary/b...
‘Inflation data from China gives a clear lead on US CPI and is rising, with the latest PPI data released today showing a marked move higher; that’s bad for stocks since rising inflation eats away at excess liquidity.’ blinks.bloomberg.com/news/stories...
‘Rising earnings growth expectations tend to correlate with lower returns, as Subramanian shows. The intuition is clear — if you’re braced for the best, you’ve set yourself up for disappointment.’ www.bloomberg.com/opinion/news...
‘A German court has ruled that Google is directly liable for what its AI search overviews say. Previous case law shielding search engine operators from liability doesn't apply to AI overviews.‘ the-decoder.com/landmark-ger...
‘The chamber of dispersion has been opened, the beast of volatility has awakened, and the season of chaos is at hand.’ www.acadian-asset.com/investment-i...
Jesse Felder
Jesse Felder
www.economist.com
Is that a rocket in your lobby, or are you just happy to see me?
A German regional court has ruled that Google is directly liable for the content of its AI search overviews. According to the court, previous limited liability protections for search engine operators ...
