The AI industry is seeing significant investments and developments, but also concerns about its impact on jobs. Several US occupations expected to be impacted by artificial intelligence, including customer service representatives and certain types of secretaries and salespeople, saw heavy job losses for a second year in 2025, with employment falling 1.6%.
On the other hand, companies like ARM, Shift4, SpaceX, and Anthropic are making significant investments in AI infrastructure, which could lead to a surge in AI-related spending. NVIDIA, Advanced Micro Devices (AMD), and Xilinx are also making strides in AI.
Worley has announced a A$300 million on-market share buyback and a A$70 million AI and digital investment program, while EPAM Systems has completed a $547.49 million buyback and expanded its AI initiatives through a multi-year Anthropic partnership.
NewFed Mortgage Corp. implemented AI pre-underwriting technology, resulting in a 35% increase in fulfillment productivity and nearly $170 million more in loan volume in 2025 compared to 2024. The AI boom has powered stocks to record highs, but some investors are wondering if it's too crowded and may fizzle, potentially rattling markets.
Key Takeaways
['US job losses mount in roles exposed to AI, with customer service representatives and secretaries among the hardest hit.', 'Companies like ARM, Shift4, SpaceX, and Anthropic are making significant investments in AI infrastructure.', 'Worley announces A$300 million share buyback and A$70 million AI and digital investment program.', 'EPAM Systems completes $547.49 million buyback and expands AI initiatives with Anthropic partnership.', 'NewFed Mortgage Corp. sees 35% increase in fulfillment productivity with AI pre-underwriting technology.', 'NVIDIA, Advanced Micro Devices (AMD), and Xilinx are making strides in AI.', 'The AI boom has powered stocks to record highs, but some investors are concerned it may be overhyped.', 'The AI trade may fizzle, potentially rattling markets with a pullback in big tech capex.', 'ICAI revamps CA curriculum with AI and data analytics to cope with changes in technology and professional practice.', 'New AI plays emerge beyond hyperscalers, including companies like NVIDIA, Advanced Micro Devices, and Xilinx.']US job losses mount in roles exposed to AI
Several US occupations expected to be impacted by artificial intelligence saw heavy job losses for a second year in 2025. Customer service representatives and certain types of secretaries and salespeople were among the hardest hit. Employment in these occupations fell 1.6% for the second year in a row. The data suggests that AI tools may be contributing to a large-scale rearrangement of employment patterns.
US job losses mount in roles exposed to AI
Several US occupations expected to be impacted by artificial intelligence saw heavy job losses for a second year in 2025. Customer service representatives and certain types of secretaries were among the hardest hit. The US is starting to see heavy job losses in roles exposed to AI.
AI infrastructure spending boom ahead
The AI infrastructure spending boom may be heading for an even bigger growth spurt. Companies like ARM, Shift4, SpaceX, and Anthropic are making significant investments in AI infrastructure. This could lead to a surge in AI-related spending.
Is the AI trade too crowded?
The AI trade has powered stocks to record highs, but some investors are wondering if it's too crowded. There are concerns that the AI boom may be overhyped, and investors are looking for new opportunities. Some stocks may be better buys than others in the AI space.
Worley's AI and nuclear wins
Worley has announced a fresh A$300 million on-market share buyback, a A$70 million AI and digital investment program, and its appointment by Bruce Power to support technical requirements for the Bruce C nuclear project in Ontario. This could reshape Worley's earnings mix over time.
ICAI revamps CA curriculum with AI
The Institute of Chartered Accountants of India (ICAI) is revamping its chartered accountancy (CA) syllabus to include AI and data analytics. The move aims to cope with changes in technology and professional practice. The updated CA curriculum is set to be implemented from 2028.
AI boom may fizzle, stocks to suffer
The AI trade has powered stocks to record highs, but there are concerns that the boom may fizzle. A pullback in big tech capex may rattle markets. Investors are looking for signs of the longevity and intensity of the AI trade.
NewFed boosts loan volume with AI
NewFed Mortgage Corp. implemented AI pre-underwriting technology from Friday Harbor, resulting in a 35% increase in fulfillment productivity. The lender also funded nearly $170 million more in loan volume in 2025 compared to 2024.
New AI plays emerge beyond hyperscalers
While hyperscalers dominate AI headlines, other stocks are making significant strides in AI. These new AI plays are worth keeping an eye on, including companies like NVIDIA, Advanced Micro Devices, and Xilinx.
Luel AI and Kled AI alternatives
Luel AI and Kled AI are data-earning apps that have gained popularity, but some users have reported issues. Alternatives like Silencio, Neon Mobile, Toloka, Wirestock, and Mindrift are available, offering different features and payout structures.
EPAM's AI hiring surge and buyback
EPAM Systems has completed a $547.49 million buyback and expanded its AI initiatives through a multi-year Anthropic partnership and new ServiceNow AI capabilities. This could drive growth and increase the company's appeal to investors.
Sources
- U.S. starting to see heavy job losses in roles exposed to AI
- US is starting to see heavy job losses in roles exposed to AI
- Is AI Infrastructure Spending Heading for an Even Bigger Boom? What ARM, Shift4, SpaceX, and Anthropic Just Told Us
- Is the AI Trade Finally Too Crowded? Here Are the Stocks I'd Buy on the Next Dip
- What Worley (ASX:WOR)'s Buyback, AI Spend and Bruce C Nuclear Win Mean For Shareholders
- India’s ICAI to revamp CA curriculum with AI and data analytics
- Three ways the AI boom may fizzle and what happens to stocks next
- NewFed Boosts Loan Volume, Cuts Cycle Times With Friday Harbor AI
- Forget Hyperscalers, These Stocks Are The New AI Plays
- Luel AI and Kled AI Alternatives: 6 Best Data-Earning Apps Reviewed (2026)
- EPAM’s AI Hiring Surge And Buyback Might Change The Case For Investing In EPAM Systems (EPAM)
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