Wall Street’s AI Spending Warning Could Make Nvidia the Biggest Casualty
Wall Street’s AI Spending Warning Could Make Nvidia the Biggest Casualty finance.yahoo.com
The week in stupidity — 2026-07-06 to 2026-07-12
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stupidity index · stu catching up on the news
25 / 100
25% of the 4 items the feed collected this week were a fail, an outage or a confidently wrong human (last week: 33%). Catching up. Every headline links out; none of them is mine.
by the numbers
| lane | items |
|---|---|
| AI Incidents & Outages | 1 |
| AI Bubble & Money | 3 |
Outage notices: 1 (Replit 1) · Bubble Thermometer: no reading this week
top five, by formula
AI’s $11 trillion compute boom may leave Wall Street holding a $7 trillion debt market
AI’s $11 trillion compute boom may leave Wall Street holding a $7 trillion debt market MIXED Reality News
Wall Street Thinks AI Is Slowing. Wall Street Is Wrong
Wall Street Thinks AI Is Slowing. Wall Street Is Wrong 24/7 Wall St.
get this on mondays
One email a week: the index, the top five, the picks, the outages. Double opt-in, one-click unsubscribe, no filler.
The Stupidity Index is the share of the week's items in the fails, incidents and confidently-wrong lanes; the top five use the Hall of Fails formula: lane weight × log(engagement + 5 × 🔥) × thumbnail bonus. Other weeks · how this site works.
promises due in the next two weeks
- 2026-09-30 OpenAI: An intern-level automated AI researcher exists by September 2026; a fully autonomous AI researcher by 2028. — Sam Altman, CEO, and Jakub Pachocki, chief scientist, 2025-10-28 · source ↗
The ledger keeps the date; the date arrives either way. all promises · calendar
when the internet is most stupid
0 6 12 18 utc mon . . . . . tue . .:.:.::..... wed :. .....::.:--=----=+== thu =-:----+=#++*#*@%*+++=-= fri -=:=-: sat sun
2450 items over the last four weeks, by weekday and UTC hour; darker is busier (. : - = + * # % @ from quiet to loud). Counts, not judgement.