Here's What The Jobs Report Isn’t Telling You

Here's What The Jobs Report Isn’t Telling You – Prof G Markets

Market views

Bearish

META— Meta CEO Mark Zuckerberg is characterized as causing massive societal harm and having no genuine concern for public good, with his AI manifesto seen as purely self-serving business strategy rather than beneficial policy.
OPENAI— OpenAI's business model is characterized as massive overkill with unnecessarily sophisticated AI that is too expensive, while competitors using more efficient approaches can offer similar capabilities at much lower cost or for free.
ANTHROPIC— Anthropic's business model is characterized as massive overkill with unnecessarily sophisticated AI that is too expensive, while competitors using more efficient approaches can offer similar capabilities at much lower cost or for free.
INTC— Intel shares fell 4% after announcing a $15 billion common stock offering to fund AI efforts, indicating dilution and capital needs.
NVDA— NVIDIA shares fell nearly 3% on news of a $500 billion AI infrastructure financing package with Wall Street, suggesting potential dilution or concerns about the deal structure.

Not investment advice.