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Investment

All articles tagged with #investment

New report flags Trump energy policy as a $68B hit to private investment and 470k jobs
business1 day ago

New report flags Trump energy policy as a $68B hit to private investment and 470k jobs

A new E2/BW Research analysis finds Trump-era clean-energy rollbacks have cost the US about 470,000 jobs and $68.2 billion in private investment, with 216 large projects canceled or downsized since January 2025. The losses would have generated over $90 billion in construction GDP and $55 billion in annual GDP once online, plus $48.4 billion in ongoing spending and $53 billion in construction wages and $31 billion in ongoing wages. Tax revenue losses could reach nearly $20 billion during construction and around $12 billion annually thereafter. The biggest hits are in battery storage, solar, and EV manufacturing, signaling a broad economic cost from shifting policy away from clean energy.

Blue Origin Valued at $130 Billion in First External Funding Round
business3 days ago

Blue Origin Valued at $130 Billion in First External Funding Round

Blue Origin is raising about $10 billion in its first outside funding round, valuing the company at $130 billion; Bezos will contribute $2 billion, with about $4 billion from Coatue and the remaining $4 billion from other investors. The round follows SpaceX’s blockbuster IPO, boosts Blue Origin’s push in heavy-lift rockets and lunar landers, and aims to return the New Glenn rocket to flight by the end of 2026 after a May test failure.

AI's Pricing Power in Question as Token Spend Gauge Slows
business8 days ago

AI's Pricing Power in Question as Token Spend Gauge Slows

Bloomberg reports that the Silicon Data LLM Token Expenditure Index, which tracks AI token prices and usage, has fallen about 20% from its May peak even as overall AI spending has risen, signaling potential pricing pressure for AI vendors. The reading is ambiguous: a softer index could reflect digestion and expanding demand at cheaper prices, or a waning willingness to pay as regulatory headwinds and hardware constraints bite. The outcome matters for AI equities, capex momentum, and the sector’s pricing-power narrative.

AI investment boom risks a protracted bust, BIS warns
economy11 days ago

AI investment boom risks a protracted bust, BIS warns

The BIS warns that the current AI funding surge—driven by hyperscalers and backed by debt-financed infrastructure—could reverse if expected productivity payoffs don’t materialize, triggering a protracted investment bust, tighter credit, strain on suppliers and data-center builders, and a wider global market pullback, especially if inflation remains elevated. While AI could boost productivity, achieving it may require navigating a historically complex and potentially vulnerable investment cycle.

BIS warns AI hype could trigger a protracted investment bust
economy13 days ago

BIS warns AI hype could trigger a protracted investment bust

The Bank for International Settlements warns that current AI exuberance could morph into a prolonged investment bust, risking a sharp pullback in funding for AI companies and broader financial and economic instability. While AI could lift productivity, past tech booms ended in overinvestment and reversals; the surge in debt and equity issuance—including SpaceX’s IPO and a massive $25bn bond sale—raises the risk of a market correction if returns disappoint.

AI's next boom goes industrial, Goldman says
business14 days ago

AI's next boom goes industrial, Goldman says

Goldman Sachs says the next AI surge will move from software into the physical economy—boosting AI infrastructure investments in factories, mines, utilities and oil rigs. The firm estimates about $7.6 trillion globally will be spent on AI infrastructure (compute, data centers, and power) from 2026–2031 as automation accelerates in industry.

Sony Bets Cosm’s Shared Reality Theater Push with $100M Investment
business16 days ago

Sony Bets Cosm’s Shared Reality Theater Push with $100M Investment

Sony Pictures Entertainment led a $100 million investment in Cosm, taking a minority stake and a seat on Cosm’s board as the company expands its domed ‘shared reality’ venues that marry live sports and film. Cosm has opened locations in Inglewood and is planning additional sites in Atlanta, Dallas, with Cleveland and Detroit on the horizon, as SPE deepens its strategy to blend IP, technology and immersive fan experiences.