Well, Barkclay’s research is really just throwing cold water on AI investment, shall I say hype. Their analysis shows AI related spending boosted US GDP growth by about 1 percentage point in the first half of 2025. And yes, that would include OpenAI spending because it goes into the same buckets. But that contribution, according…
Joining me now is Jim Paulsen. He’s author of the newsletter Paulsen Perspectives, long-time economist and strategist. Jim, it’s great to see you. >> Thanks for having me, Mike. Great to see you as well. >> And you know, it’s it’s funny cuz the narrative has been actually all about a potential overheat, right? Of…
This paragraph serves as an introduction to your blog post. Begin by discussing the primary theme or topic that you plan to cover, ensuring it captures the reader’s interest from the very first sentence. Share a brief overview that highlights why this topic is important and how it can provide value. Use this space to…
This paragraph serves as an introduction to your blog post. Begin by discussing the primary theme or topic that you plan to cover, ensuring it captures the reader’s interest from the very first sentence. Share a brief overview that highlights why this topic is important and how it can provide value. Use this space to…