As home buyers face average 30-year fixed-rate mortgages near 7 percent, borrowing costs may rise even higher.
The 10-year Treasury yield, a benchmark that influences mortgage rates, rose over 5.1 percent, a level it hadn’t seen in nearly two decades.
The 10-year Treasury yield, a benchmark that influences mortgage rates, rose over 5.1 percent, a level it hadn’t seen in nearly two decades.
Why mortgage rates could soon rise even more
The 10-year Treasury yield, a benchmark that influences mortgage rates, rose Wednesday to a level it hadn’t seen in nearly two decades.
www.washingtonpost.com
September 24, 2026 at 5:09 AM
BREAKING: Kalshi is asking the CFTC to allow margin trading on its platform, which would let users gamble with borrowed funds.
www.cnbc.com/2026/09/22/k...
www.cnbc.com/2026/09/22/k...
Kalshi asks CFTC to allow margin trading on its platform, letting users buy with borrowed funds
It's the latest move by the company as it and other event contract exchanges seek to gain greater participation by institutional traders.
www.cnbc.com
September 23, 2026 at 5:00 AM
Not only circular financing but also circular training then? #BubbleWatch
New: OpenAI has thousands of contractors improving its AI, including reading ChatGPT users' prompts
We've found many of those contractors have been fired for themselves using AI to train the AI. People using AI "all the time and people are let go for it all the time" www.404media.co/people-train...
We've found many of those contractors have been fired for themselves using AI to train the AI. People using AI "all the time and people are let go for it all the time" www.404media.co/people-train...
People Training OpenAI’s AI Fired for Using AI to Train the AI
OpenAI has thousands and thousands of contractors helping improve the company's AI models. Multiple contractors have been fired for using AI to train the AI.
www.404media.co
September 22, 2026 at 1:31 PM
Not only circular financing but also circular training then? #BubbleWatch
AI Added 'Basically Zero' to US Economic Growth Last Year, Goldman Sachs Says https://gizmodo.com/ai-added-basically-zero-to-us-economic-growth-last-year-goldman-sachs-says-2000725380
AI Added 'Basically Zero' to US Economic Growth Last Year, Goldman Sachs Says
Imported chips and hardware mean the AI investemtns are translating into US GDP growth.
gizmodo.com
February 24, 2026 at 6:12 AM
Fidelity’s Director of Global Macro saying that the AI trade has been “dead money” for three months, and that it’s inflationary, meaning (as I’ve discussed multiple times) that the more debt they raise the more expensive debt becomes and the more they build data centers the more expensive it gets
September 23, 2026 at 7:42 AM
This is my unofficial logo for "BubbleWatch 2025" whenever I post AI news updates in discord servers where people seem interested in such things.
December 17, 2025 at 3:55 PM
This is my unofficial logo for "BubbleWatch 2025" whenever I post AI news updates in discord servers where people seem interested in such things.
July 10, 2026 at 10:44 AM
New from 404 Media: we've got leaks from Amazon, GitHub, Adobe, Citi, and more. The big takeaway is that companies in all industries are suddenly throttling their employees' AI use because AI is actually too expensive. Cutting off access to some models entirely www.404media.co/companies-ar...
Companies Are Throttling Employees’ AI Use Because It’s Too Expensive
Sources and leaks from Amazon, Adobe, Atlassian, Citi, and more show what is really happening with AI right now: companies are trying to rein in AI use as costs spiral out of control.
www.404media.co
July 2, 2026 at 12:48 PM
AI boom could falter without wider adoption, Microsoft chief Satya Nadella warns
AI boom could falter without wider adoption, Microsoft chief Satya Nadella warns
Big tech boss tells delegates at Davos that broader global use is essential if technology is to deliver lasting growth
www.irishtimes.com
January 22, 2026 at 8:16 AM
The Hidden Recession Beneath The AI Bubble w/ Paul Kedrosky - Better Offline - Omny.fm omny.fm/shows/better... Predicting a Japan-style lost decade is kind of frightening when looking at the general state of the old West. #BubbleWatch
Omny Studio
Enterprise podcasting made simple.
Omny.fm
September 23, 2026 at 8:06 AM
The Hidden Recession Beneath The AI Bubble w/ Paul Kedrosky - Better Offline - Omny.fm omny.fm/shows/better... Predicting a Japan-style lost decade is kind of frightening when looking at the general state of the old West. #BubbleWatch
It’s getting harder to find a job and easier to lose one. 💼
And yet, even as corporate America rains pink slips on its workforces, stocks keep hitting record highs.
And yet, even as corporate America rains pink slips on its workforces, stocks keep hitting record highs.
The job market is getting worse. So why are stocks booming?
The paradox at the heart of today’s economy.
www.vox.com
November 4, 2025 at 12:26 PM
This means nothing right? #BubbleWatch
November 18, 2025 at 9:46 AM
This means nothing right? #BubbleWatch
This is how the AI bubble pops | Cory Doctorow - YouTube www.youtube.com/watch?v=LiDU... #BubbleWatch
This is how the AI bubble pops | Cory Doctorow
YouTube video by The Tech Report
www.youtube.com
September 16, 2026 at 1:54 PM
This is how the AI bubble pops | Cory Doctorow - YouTube www.youtube.com/watch?v=LiDU... #BubbleWatch
'Techaandelen gaan wereldwijd onderuit door groeiende twijfel over AI-hype'
July 28, 2026 at 6:26 PM
Elon Musk, Human Ponzi Scheme - Paul Krugman paulkrugman.substack.com/p/elon-musk-... #BubbleWatch
Elon Musk, Human Ponzi Scheme
With Wall Street’s help, you’re about to be forced to buy stock in SpaceX
paulkrugman.substack.com
June 12, 2026 at 11:41 AM
Elon Musk, Human Ponzi Scheme - Paul Krugman paulkrugman.substack.com/p/elon-musk-... #BubbleWatch
New: the highly controversial AI music generator Suno was hacked. The hacker sent us Suno source code; it shows the company scraped YouTube Music, Deezer, and Genius. In all, Suno scraped *decades* worth of music from the internet. Obviously didn't pay artists www.404media.co/hack-reveals...
July 15, 2026 at 2:54 PM
February 4, 2026 at 1:59 PM
US dollar share of global reserve currencies has fallen to its lowest level this century. The race to replace it is on | John Rapley
unherd.com/newsroom/acc...
unherd.com/newsroom/acc...
Accelerating de-dollarisation will create new reserve currencies
Last week, it was reported that the US dollar’s share of global foreign currency reserves has fallen to its lowest level this century. While it remains the world’s reserve currency par excellence,…
unherd.com
January 26, 2026 at 9:44 AM
Was honored to get the call to be one of The Guardian’s Big Interviews in G2. A thorough and thoughtful piece that digs into the real fundaments of the AI bubble narrative.
www.theguardian.com/technology/2...
www.theguardian.com/technology/2...
Ed Zitron on big tech, backlash, boom and bust: ‘AI has taught us that people are excited to replace human beings’
His blunt, brash scepticism has made the podcaster and writer something of a cult figure. But as concern over large language models builds, he’s no longer the outsider he once was
www.theguardian.com
January 19, 2026 at 3:46 PM
I’m continually shocked how little anyone is discussing OpenAI’s direct risk to the future of Oracle - especially as Oracle stock is so crucial to the paramount/WBD closing in September! Also: this situation is one that’s uniquely resistant to bailouts as Oracle’s stock is valued in vibes.
OpenAI's collapse genuinely threatens to destroy Oracle, with its credit rating recently downgraded by S&P Global specifically because it's building $340bn+ of data center capacity for a company that can't afford them, and nobody else exists to pay otherwise.
www.wheresyoured.at/the-openai-bubble/
www.wheresyoured.at/the-openai-bubble/
July 16, 2026 at 7:58 AM
The Bank of England is now warning of a market crash youtu.be/dlosvT5fcfc?.... If ever there was a moment to worry, this is it.
The Bank of England is now warning of a market crash
YouTube video by Richard J Murphy
youtu.be
April 26, 2026 at 4:30 PM
The AI data center / compute boom and crunch is really fucking up a lot of things:
www.404media.co/the-ai-compu...
www.404media.co/the-ai-compu...
The AI Compute Crunch Is Here (and It's Affecting the Entire Economy)
Venture capitalists can't subsidize cheap AI forever, and the hunger for more compute is affecting the labor market, the gadget market, and electricity prices.
www.404media.co
April 24, 2026 at 2:12 PM
"I think there's a small but real chance he's eventually remembered as a Bernie Madoff- or Sam Bankman-Fried-level scammer."
Sam Altman's Coworkers Say He Can Barely Code and Misunderstands Basic Machine Learning Concepts
The OpenAI CEO reportedly confuses basic coding and machine learning terms, numerous insiders have admitted.
trib.al
April 8, 2026 at 7:41 PM