Cracks in the AI Trade: China Heats Up the Competition, Says Peter Boockvar (Preview)

19.11.2025

Financial Sense Newshour

0:00

2:33

Nov 18, 2025 – Cracks are showing in the AI trade, warns Peter Boockvar. As US tech giants spend up to 50% of revenue on AI, Wall Street grows wary. With China releasing open-source models, Boockvar favors commodities and gold over big tech amid rising uncertainty.

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Cracks in the AI Trade: China Heats Up the Competition, Says Peter Boockvar (Preview)
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Cracks in the AI Trade: China Heats Up the Competition, Says Peter Boockvar (Preview)

Financial Sense Newshour

Flere episoder fra "Financial Sense Newshour"

Cracks in the AI Trade: China Heats Up the Competition, Says Peter Boockvar (Preview)

Year-End Tax Strategies with Chris Hennessey: What to Know Before 2026

Greg Weldon on Tech Wobbles, Gold’s Shine, and the New Market Reality

Mish Schneider: How AI, Rate Cuts, and Commodities Are Shaping the Market

Liquidity Pressures Mount, Fed Intervention Likely in Coming Months

China Just Launched the Robotic Revolution; Humanoids Will Be Bigger Than ChatGPT, Says Nick Pardini (Preview)

What’s Next for Home Prices? Dr. Selma Hepp on Market Trends and 50-Year Mortgages (Preview)

Red, Blue, and You: How Light Influences Sleep and Metabolism

Marc Chandler on Dollar Correction, Gold Revaluation, and Currency Outlook

Jim Welsh on AI Correction, Government Shutdown, and Downside Risks