Marketplace Nvidia: Boom or bubble?
29 snips
Oct 29, 2025 
Greg Barlow, President of Merriam-Webster, highlights how AI poses limited risks to dictionary trustworthiness. Sabri Beneshore discusses Trump's trade agreements with Japan and South Korea, and the governance issues involved. Megan McCarty Carino examines NVIDIA's booming valuation and warns of potential market bubbles fueled by artificial chip demand. Meanwhile, baker Rita Magaldi shares her challenges prepping for the holiday season amidst rising costs, reflecting on community support and innovative strategies to thrive in tough times.
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State-Guided Foreign Investment Deal
- Trump's deals ask Japan and South Korea to channel huge private investments into U.S. strategic sectors under oversight.
- This blurs private investment decisions with government priorities and political selection.
Government Committees Will Pick Projects
- Investment committees with government and foreign advisors will assess and recommend projects to the president.
- That structure resembles state-involved capitalism and risks protecting inefficient firms.
Question Politically Directed Investment
- Scrutinize politically directed investments for productivity risks before celebrating capital inflows.
- Remember democracies that pick winners often end up protecting losers and reducing innovation.