CEO of ICE on Making Mortgages “Portable” & “Assumable” in the Era of MBS, and on AI at ICE and its Impact on Hiring by Wolf Richter • Dec 10, 2025 • 30 Comments “I look at our own behavior, which is we’re kind of slow walking some of that kind of hiring now because we’re using these tools.”
AI-Spending War and AI-Debt Pile-Up Could Squeeze Share Buybacks by Wolf Richter • Nov 24, 2025 • 95 Comments Apple, Alphabet, Microsoft, Oracle, Meta, and Nvidia spent $1.1 trillion on share buybacks in 5 years to pump up their shares. That’s at risk.
“AI Makes Past Hype Cycles Look Tame”: PitchBook on the Stunning Venture Capital Mania for AI by Wolf Richter • Sep 30, 2025 • 120 Comments At these valuations, “exit hurdles become exceptionally large.”
Nvidia Makes Mess Afterhours, Discloses $5.5 Billion in Charges due to US Export Restrictions on its H20 Chip for China by Wolf Richter • Apr 15, 2025 • 112 Comments Stock down 6.5%, Nasdaq futures down 1.5%.
SPAC Implosion Keeps on Giving: Genetic Data of 15 Million Customers up for Grabs at 23andMe Bankruptcy Auction by Wolf Richter • Mar 24, 2025 • 79 Comments California Attorney General urges Californians to direct 23andMe to delete their genetic data and samples.
New York Fed’s Measure of “Inflation Persistence” Nixes Friday’s Idea that YoY PCE Inflation Cooled, Using Same Data by Wolf Richter • Mar 3, 2025 • 49 Comments The game of inflation Whack-A-Mole: price pressures shifted from housing to non-housing services and core goods.
Dear WOLF STREET Readers: Are You Using a VPN? Here’s Why You Might Get Blocked and What You Can Do if You Get Blocked by Wolf Richter • Feb 24, 2025 • 22 Comments Comment spammers are a scourge, and we crush them. But if your VPN assigns you an IP address that spammers had used to attack our comments, you get blocked. And this happens.
Largest Auto Dealers Begin to Warn about Impact of Ransomware Attack Crippling Dealer Software Provider CDK by Wolf Richter • Jun 24, 2024 • 89 Comments “As the incident is ongoing, the full scope, nature and impact of the incident is not yet known”: AutoNation today.
CRE Industry Now Frets about Next Existential Threat to Office Towers: AI by Wolf Richter • Jun 3, 2024 • 107 Comments Even more office jobs are expected to vanish, leaving even more vacant space behind.
Teladoc’s Investors Came out of Consensual Hallucination and Smelled the Bad Breath? by Wolf Richter • Oct 24, 2023 • 65 Comments Down 94% from the infamous February 2021. These kinds of goofball charts are stunning — and now totally common.
