Tag Archives: Bubble

Months after saying job cuts at Microsoft weighed on him, bossman Satya Nadella has another problem: how to expend his swelling bank balance following another bumper pay rise. The chairman and chief executive of the software and cloud megacorp was handed total compensation of $96.5 million for Microsoft’s fiscal 2025, up almost 22 percent on the prior year. This includes …

Lauren Taylor Wolfe, the managing partner at Impactive Capital, says that the current wave of excitement around AI is a bubble that will eventually burst. In an interview with CNBC, she compared today’s AI craze to the dot-com boom of the late 1990s. “We are absolutely in an AI bubble now. It is going to burst. I don’t know when. …

Andrej Karpathy, one of the most influential figures in modern artificial intelligence and a founding member of OpenAI, sent shockwaves through the tech world over the weekend with a sobering assessment of the industry’s progress toward artificial general intelligence (AGI). In a widely shared interview with podcaster Dwarkesh Patel, a YouTuber with over 1 million followers, Karpathy said he believes …

Over the past year, a few AI startups have together accumulated nearly $1 trillion in valuations despite remaining unprofitable. This comes as AI infrastructure continues to draw in massive investment, raising questions about a possible AI bubble and its potential impact on the stock market. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing …

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 …