Tag Archives: Bubble

A version of this story will appear in CNN Business’ Nightcap newsletter. To get it in your inbox, sign up for free here. New York  —  At this point, even the concept of an “AI bubble” seems to be a bubble. (In fact, Deutsche Bank analysts said last month that the “AI bubble” bubble has already burst.) Perhaps some corners …

NPR’s Ailsa Chang speaks with Jared Bernstein, a Stanford University economist who was once chief economic adviser to President Biden, on a potential artificial intelligence bubble in the U.S. AILSA CHANG, HOST: So is the AI boom actually more of a bubble? Because Wall Street is increasingly afraid of that. In fact, this week, JPMorgan’s CEO Jamie Dimon said, quote, …

“Nvidia’s growth is why the bubble is inflated,” Zitron said. “If their growth goes down, the bubble will burst.” He also warned of broader consequences: “I think there’s a depression coming. I think once the markets work out that tech doesn’t grow forever, they’re gonna flush the toilet aggressively on Silicon Valley.” This connects to his larger thesis: that the …

Stop worrying about the bubble in AI—its growth is sustainable, three Wall Street analysts from Goldman Sachs, JPMorgan, and Wedbush argued this morning in notes seen by Fortune.  Traders seem to agree, at least for now. Futures contracts for the tech-heavy Nasdaq 100 were up 0.55% this morning prior to the opening bell, after the index closed up 0.68% yesterday. …

Nvidia: It’s Not A Bubble, It’s A Dam (NASDAQ:NVDA)  Seeking Alpha Source link

TSMC Earnings Beat Estimates. What That Says About an AI Bubble.  Barron’s TSMC profit surges 39% to beat estimates and hit yet another record on AI chip demand  CNBC TSMC Continues To Outperform, Powered By The AI Boom (NYSE:TSM)  Seeking Alpha Taiwan Semiconductor tops earnings expectations, raises guidance again on AI boom  MarketWatch TSMC raises revenue forecast on bullish outlook for AI megatrend  Reuters Source …

The Frothiest AI Bubble Is in Energy Stocks  The Wall Street Journal Why big tech’s nuclear plans could blow up  BBC Nuclear Energy Stocks on the Rise: Get Exposure in NUKZ  ETF Database Small reactors, big problems: the nuclear mirage behind AI’s energy hype  Medium Tech giants make surprising pivot amid AI industry boom: ‘Canary in the coal mine’  The Cool Down Source link

Even fund managers say the AI stock boom is a bubble, BofA survey says  qz.com ‘Absolutely’ a market bubble: Wall Street sounds the alarm on AI-driven boom as investors go all in  Yahoo Finance US shares risk ‘sharp correction’ but markets seem complacent, IMF warns | US economy  The Guardian IMF says AI investment bubble could burst, comparable to dot-com bubble  Al Jazeera Oaktree’s …

Walking up to The Plaza Hotel’s east side entrance, Andrew Ross Sorkin is in his element. Just seconds after his arrival, he dives into what the storied hotel was like a century ago, sending me scrambling to get my recorder out. “In 1929, people would come here and it was insane — every business guy would be here and they …

4 things that will determine if we’re in an AI bubble  MarketWatch Even AI’s biggest champions worry we’re in a bubble. What does it mean for S.F.?  San Francisco Chronicle Oaktree’s Howard Marks says AI frenzy isn’t a bubble — at least not yet  CNBC SP500: It’s A Dip, Not A Bubble Burst (Yet)  Seeking Alpha As AI-Bubble Fears Spread, a $35 Billion Fund …