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Analyst Larry McDonald warns that the impending SpaceX IPO, amid AI-sector hype, mimics the 2000 dot-com bubble. He cautions that aggressive index inclusion could force passive investors into overval…
Podcast episode compares current AI bubble risks to dot-com era, analyzing Microsoft, Google, and NVIDIA valuations. MSFT shows attractive P/S ratio despite YTD decline; GOOGL trades at stretched mul…
AI-related stocks have surged dramatically since March, with NVDA up 35% and semiconductor ETF SOXX up 61%, raising concerns about bubble valuations and excessive investor enthusiasm for AI infrastru…
Nvidia faces $860m liability linked to Nscale, fueling AI bubble concerns amid high valuations and board changes at Nscale.
The AI-driven tech rally prompts bubble concerns with high valuations and rising macro risks. Experts warn of possible systemic crash risks due to excessive debt and sector concentration, recommendin…
Analysts predict a selective 2026 with U.S. small caps rebounding, dollar weakness, strong emerging market inflows, and rising event contract interest. Metal prices and financials gain, while AI sect…
Meta's chief AI scientist Yann LeCun is leaving to launch a well-funded AI startup, raising concerns over an AI bubble and potentially weakening Meta's AI leadership and innovation momentum.
Bitcoin drops 0.5% amid fears of an AI bubble after Broadcom and Oracle's weak results tempered optimism from the Fed's rate cut.
Bitcoin plunges over 2% following Oracle's disappointing revenue and increased spending forecast, sparking AI bubble concerns and broader market risk-off sentiment.
Bitcoin sharply corrected from its October peak amid Fed rate uncertainty and long-term holder selloffs. Nvidia shares declined despite strong earnings due to AI bubble concerns and competition fears…
NVIDIA’s strong Q3 results failed to fully silence AI bubble concerns, causing pressure on its stock. Meanwhile, American Express and Caterpillar posted impressive quarterly beats, making them attrac…
Analysts highlight Microsoft as the leading AI beneficiary, with Azure and OpenAI partnerships driving strong revenue growth despite AI bubble concerns.
Tech stocks rose premarket despite a CME Group futures outage. Google shares gained modestly, while Bitcoin recovered above $91,000 after a recent dip. The Nasdaq faces its first monthly loss since M…
Alphabet's CEO Sundar Pichai acknowledges AI market exuberance but remains confident the company can endure a potential bubble burst, amid strong 46% YTD stock gains driven by AI investments and UK e…
Fed officials adopt a hawkish stance, reducing chances of a December rate cut amid mixed data and AI bubble concerns, causing global markets to decline and the USD to soften slightly against the euro.
Fed officials adopt a hawkish stance, reducing chances of a December rate cut and fueling market volatility amid concerns of an AI bubble and uncertain economic data, leading to weakness in global st…
SoftBank's strong AI-related profits, including gains from OpenAI holdings, highlight rapid tech sector growth amid fears of an AI investment bubble.
OpenAI plans massive AI data center and infrastructure expansion, partnering with Nvidia and Microsoft, targeting $20B+ annual revenue this year and projecting growth into hundreds of billions by 203…