MS NOW’s Ari Melber delivers a special report on the tech boom, deregulation and the MAGA allies reshaping AI and media. Melber draws from a New York Times investigation, “Larry Ellison Bet It All on the A.I. Boom. Will He Be the Face of an A.I. Bubble?” New York Times reporter Jim Rutenberg joined Melber later on “The Beat.” (The Beat's YouTube: https://ms.now/ari)
AI:MSNBC's Ari Melber featured a report based on a New York Times investigation questioning whether the massive investments into artificial intelligence infrastructure by tech mogul and MAGA ally Larry Ellison signify an impending financial bubble. The segment attempted to frame Ellison’s aggressive pivot toward AI technology as a potential debt crisis, utilizing establishment narratives to cast doubt on the stability of the technological revolution currently being driven by major industry leaders.Open
Data: BIS ; Chart: Danielle Alberti/Axios Today's AI buildout resembles earlier technological revolutions and capital booms that ended in painful busts. - That's the new warning from the Bank for International Settlements, a top forum known as the "central bank for central banks." Why it matters: The technological revolutions that transform the economy have a long history of attracting more investment than what near-term returns justify. - The risk is that AI follows the same pattern at a moment when the global economy is unusually reliant on a single investment boom to keep the expansion on track. Flashback: Some of the world's greatest technological breakthroughs — canals, railroads, the internet — sparked enormous investment…
The AI bubble debate has lurched through at least three frenzied phases in the span of three years: - Suspicion: Historic sums of capital poured into AI before anyone proved it could reliably automate work. A violent market correction felt inevitable. - Mania: Claude Code and autonomous agents made the early skepticism look outdated, fueling a corporate scramble to embed AI everywhere and maximize usage. - Reckoning: Companies discovered that AI can be extraordinary when aimed precisely — and ruinously expensive when treated as a universal productivity machine. Why it matters: The first phase doubted the technology. The second phase worshipped it. The third phase — currently gaining steam across Corporate America — questions…
Signs of a weakening job market and concerns of an AI bubble have the stock market on edge. In January, employers cut the most jobs since January 2009, which at the time marked the middle of the global financial crisis. Meanwhile, the Nasdaq is on pace to have its worst week since April, when tariffs were first introduced. NewsNation’s Alicia Nieves joins “Morning in America” with a full breakdown on the job market. Start your day with "Morning in America," NewsNation's live three-hour national morning newscast hosted by Markie Martin. Weekdays starting at 6a/5C. #MorningInAmerica NewsNation is your source for fact-based, unbiased news for all Americans.
