Hyperliquid News Today: Goldman: AI's $19 Trillion Buzz Surpasses Actual Progress, Bubble Concerns Rise
- Goldman Sachs warns U.S. stock markets have overvalued AI's economic potential, pricing $19T gains ahead of actual productivity impacts. - The bank identifies "aggregation" and "extrapolation" fallacies as key risks, mirroring historical tech bubbles from 1920s/1990s over-optimism. - AI expansion extends beyond tech sectors, with blockchain compliance tools and energy management markets projected to grow via AI integration. - Regulatory challenges persist as DeFi collapses expose gaps in AI token definit
According to Goldman Sachs, the U.S. stock market has already factored in nearly all the anticipated economic advantages of artificial intelligence, with $19 trillion in market capitalization growth outpacing the actual macroeconomic effects of AI. The investment bank’s findings, released in a report from November 2025,
The report projects that the net present value of AI-driven capital income for the U.S. could fall between $5 trillion and $19 trillion, with a central estimate of $8 trillion. Yet, since ChatGPT’s debut in 2022, companies tied to AI have seen their market worth soar by more than $19 trillion, a surge that includes semiconductor manufacturers, major cloud providers, and private AI developers.
The bank identifies two main risks: the “fallacy of aggregation,” where investors may wrongly assume that individual company successes can be scaled across the entire sector, and the “fallacy of extrapolation,” where short-term gains are mistakenly expected to last indefinitely.
Regulatory barriers continue to pose significant obstacles. The 2025 collapse of the COAI token revealed weaknesses in decentralized finance, especially in developing markets with inconsistent oversight. This event highlighted the urgent need for clearer definitions of AI tokens and stablecoins under U.S. regulations,
Goldman’s research also corresponds with larger industry changes. For example, the worldwide energy management systems sector is expected to reach $219.3 billion by 2034, propelled by AI-powered efficiency tools and smart grid technologies.
For those investing, the report highlights a delicate equilibrium. While AI could increase U.S. productivity by 15% over the next ten years, the disconnect between market enthusiasm and real economic results may grow.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
U.S. Job Market Slows Down Amid Rising Layoffs and Fed Considers Rate Reduction
- ADP data shows U.S. companies averaging 2,500 weekly layoffs in late October 2025, signaling a slowing labor market. - Major corporations like Amazon and Target announced large-scale layoffs, driven by shifting demand and cost-cutting pressures. - 55% of employed Americans fear job loss, while the Fed considers a December rate cut amid "near stall speed" labor conditions. - Global regulatory scrutiny of tech giants and AI-driven automation adds to concerns about employment impacts and economic stability.
Home Depot Faces Decline: Industry-Wide Slowdown or Company-Specific Challenge?
- Home Depot shares slumped 2–3% premarket after Q3 2025 earnings missed profit forecasts and slashed full-year guidance. - Weak comparable sales growth (0.2% vs 1.3% expected) and housing market pressures highlighted sector-wide challenges. - GMS acquisition added $900M revenue but couldn't offset 1.6% transaction volume decline and margin pressures. - Analysts revised 2025 EPS forecasts down 5% as Stifel downgraded HD to "Hold," reflecting cyclical uncertainty. - Mixed investor reactions persist, with in
Klarna Achieves Highest Revenue Yet, but Strategic Lending Leads to Losses
- Klarna reported $903M Q3 revenue (up 31.6%) but $95M net loss due to higher loan loss provisions as it expands "Fair Financing" loans. - Klarna Card drove 4M sign-ups (15% of October transactions) and 23% GMV growth to $32.7B, central to its AI-driven banking strategy. - Q4 revenue guidance of $1.065B-$1.08B reflects $37.5B-$38.5B GMV, supported by $1B facility to sell U.S. loan receivables. - CEO cites stable loan portfolio and AI-driven efficiency (40% workforce reduction) but warns of macro risks incl
PDD's Rising Profits Fail to Compensate for E-Commerce Expansion Challenges
- PDD Holdings reported mixed Q3 2025 results: $15.21B revenue missed forecasts by $90M despite $2.96 non-GAAP EPS beating estimates by $0.63. - E-commerce growth slowed amid intensified competition in China and U.S. regulatory shifts impacting Temu's operations. - Profitability showed resilience with 14% YoY net income growth to $4.41B, driven by cost discipline and 41% R&D spending increase. - $59.5B cash reserves highlight financial strength, but Q4 revenue projections face risks from pricing wars and g
Trending news
MoreCrypto prices
More
