Policy, AI Positive for Stocks: Hoffmann-Burchardi

AI leaders are increasingly focusing on continual learning, a method that mimics human learning over time, to develop more powerful artificial intelligence systems. This approach aims to enhance the adaptability and efficiency of AI models, potentially leading to significant advancements in the field.

The ongoing boom in artificial intelligence (AI) is causing significant delays in municipal projects across the United States, as approximately $4 trillion in AI infrastructure spending through 2030 diverts skilled construction workers to data centers. This shift is particularly impacting state and local projects, which are now facing increased competition for resources.

Intel Corp. is reportedly in advanced negotiations to acquire SambaNova Systems Inc., an artificial intelligence chip startup, for approximately $1.6 billion, including debt. This acquisition could be finalized as soon as next month, reflecting Intel's strategic focus on enhancing its capabilities in the AI sector.

Stephanie Guild, Chief Investment Officer at Robinhood Markets, discussed recent retail trading trends on Bloomberg's 'Businessweek Daily,' highlighting the growing interest in AI-related investments and broad-based ETFs. This conversation reflects the evolving landscape of retail trading, where technology and artificial intelligence are increasingly influencing investor behavior.

X, the social media platform owned by Elon Musk, reported a revenue of $752 million for Q3 2025, marking a 17% increase year-over-year, despite incurring a net loss of $577.4 million and an EBITDA of approximately $454 million, which is up 16%. The total revenue for the first nine months of 2025 exceeded $2 billion.

Oracle's shares have plunged following a significant increase in the company's artificial intelligence spending, which has reached $15 billion. Analyst Alex Zukin from Wolfe Research suggests that this decline is more about a 'timing mismatch' rather than fundamental issues with the company itself.