And now they want a bailout already… pic.twitter.com/tB6DtpKj74
— Curtis Lemay (@CurtisLemay) November 5, 2025
Securing government backed bailout before they actually need them, you can’t make this up.
— blake (@blakestonks) November 6, 2025
A top market analyst’s warning in late October about a looming “prisoner’s dilemma” and an “AI wobble” in the stock market became chillingly prescient this week as even bullish earnings from Palantir failed to stop a dramatic tech-led selloff.
The remarks came from Tony Yoseloff, managing partner and chief investment officer at Davidson Kempner Capital Management, in conversation with Goldman Sachs’ Tony Pasquariello, for the podcast Exchanges: Great Investors, recorded on Oct. 20 and released 11 days later.
Yoseloff posed some hypothetical questions about the much-covered question of “circular financing” in the artificial intelligence (AI) space, where the same firms are funding each other that are also selling to each other.
“So the way I like to think about it is: Is there going to be an AI wobble at some point? Are investors going to be concerned about how those CapEx dollars are being invested?”
Right now, he continued, alluding to a famous game theory scenario, “there’s a little bit of a prisoner’s dilemma, let’s call it, among the larger firms. You have to invest in it because your peers are investing in it, and so if you’re left behind you’re not going to have the stronger competitive position to it.”
https://finance.yahoo.com/news/top-analyst-warned-prisoner-dilemma-164122505.html
Meta forecasts bigger capital costs next year as Zuckerberg lays out aggressive AI buildout
Oct 29 (Reuters) – Meta (META.O), opens new tab on Wednesday forecast “notably larger” capital expenses next year thanks to investments in artificial intelligence, including aggressively building data centers to power its AI push.
The Facebook and Instagram parent reported third-quarter revenue growth of 26% that beat market estimates, but that jump was outpaced by a 32% increase in costs.
https://www.reuters.com/business/metas-profit-hit-by-16-billion-one-time-tax-charge-2025-10-29/
