Tag Archives: Bubble

Big Tech to report earnings under specter of AI bubble

Big Tech to report earnings under specter of AI bubble

By Aditya Soni (Reuters) -As America’s tech titans report earnings this week, one question looms large: is the artificial intelligence boom that has inflated valuations headed for the next big bubble? Microsoft, Alphabet, Amazon and Meta are poised to report that revenue rose at a brisk pace in the July-September quarter, according to LSEG data. The companies themselves are likely …

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Quantum Stocks Jump, But Bubble Talk Builds on Wall Street

Quantum Stocks Jump, But Bubble Talk Builds on Wall Street

Quantum computing stocks jumped sharply toward the end of last week after reports that the Trump administration may take equity stakes in several firms. The idea of the U.S. government owning part of private quantum companies sent traders rushing in. However, a quick denial from the Commerce Department added uncertainty. Still, shares of IonQ (IONQ), Rigetti Computing (RGTI), D-Wave Quantum …

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AI Is the Bubble to Burst Them All

AI Is the Bubble to Burst Them All

In the nearly three years since AI took center stage in Silicon Valley, the major players, with the exception of Nvidia, whose chips would likely still be in use post-bust, still haven’t demonstrated what their long-term AI business model will be. OpenAI, Anthropic, and the AI-embracing tech giants are burning through billions, inference costs haven’t fallen (those companies still lose …

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The real danger of the AI bubble

The real danger of the AI bubble

It is astonishing to see how many economists are predicting Armageddon just because they don’t like Donald Trump. This week, it has been impossible to escape reports that the global financial system is about to crash. People who used to be very complacent about quantitative easing, or the debt build-up that has been going on in the US and France …

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‘This Is Not My First Bubble’: Nvidia’s Bear Stands His Ground – Bloomberg.com

‘This Is Not My First Bubble’: Nvidia’s Bear Stands His Ground  Bloomberg.com Mixed options sentiment in NVIDIA with shares up 1.05%  TipRanks Is Nvidia Going to Plunge 40% (or More)? History Offers a Very Clear Answer.  Yahoo Finance NVIDIA Options Spot-On: On October 23rd, 1.8 Million Contracts Were Traded, With 19 Million Open Interest  富途牛牛 Nvidia bear Jay Goldberg remains unimpressed, says company is …

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Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? – WSJ – The Wall Street Journal

Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? – WSJ  The Wall Street Journal Investors use dotcom era playbook to dodge AI bubble risks  Reuters Opinion | The Next Economic Bubble Is Here  The New York Times Once the AI bubble pops, we’ll all suffer. Could that be better than letting it grow unabated? | Artificial intelligence (AI)  The …

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Investors use dotcom era playbook to dodge AI bubble risks – Reuters

Investors use dotcom era playbook to dodge AI bubble risks  Reuters Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble? – WSJ  The Wall Street Journal AI bubble fears grow as megadeals proliferate  https-//www.semafor.com Once the AI bubble pops, we’ll all suffer. Could that be better than letting it grow unabated? | Artificial intelligence (AI)  The Guardian The AI bubble …

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The AI Bubble Won’t Just Take Down the Stock Market. It Will Hammer the U.S. Economy, Too. – Barron's

The AI Bubble Won’t Just Take Down the Stock Market. It Will Hammer the U.S. Economy, Too.  Barron’s Preparing for AI’s economic impact: exploring policy responses  Anthropic What is the effect of AI capital expenditures on the US GDP growth trajectory  Investing.com Economic shifts in the age of AI  Bank of America Institute What the bond market has to say about generative AI  MIT Sloan …

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AI bubble inflates Microsoft CEO pay to $96.5M • The Register

AI bubble inflates Microsoft CEO pay to .5M • The Register

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 …

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