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 …
Read More »Tag Archives: Bubble
Is the AI boom an AI bubble? : NPR
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, …
Read More »Ars Live recap: Is the AI bubble about to pop? Ed Zitron weighs in.
“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 …
Read More »Don’t fear the AI bubble, it’s about to unlock an $8 trillion opportunity, Goldman Sachs says
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. …
Read More »Nvidia: It's Not A Bubble, It's A Dam (NASDAQ:NVDA) – Seeking Alpha
Nvidia: It’s Not A Bubble, It’s A Dam (NASDAQ:NVDA) Seeking Alpha Source link
Read More »TSMC Earnings Beat Estimates. What That Says About an AI Bubble. – Barron's
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 …
Read More »The Frothiest AI Bubble Is in Energy Stocks – The Wall Street Journal
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
Read More »Even fund managers say the AI stock boom is a bubble, BofA survey says – qz.com
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 …
Read More »Andrew Ross Sorkin on Today’s Stock Market Vs. the 1929 Bubble
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 …
Read More »4 things that will determine if we’re in an AI bubble – MarketWatch
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 …
Read More »