Tag Archives: Bubble

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 …

Even AI’s biggest champions worry we’re in a bubble. What does it mean for S.F.?  San Francisco Chronicle This Is How the AI Bubble Bursts  Yale Insights How fund managers are investing for the fourth quarter as AI bubble talk swirls  CNBC Is the AI stock bubble about to explode?  Yahoo Finance SP500: It’s A Dip, Not A Bubble Burst (Yet)  Seeking Alpha Source link

Stock Bubble Dread Grips Central Bankers in Washington  Bloomberg.comView Full Coverage on Google News Source link

Kristalina Georgieva (Bloomberg) — Central bankers, already uneasy about trade tensions and swelling public debt, will collectively confront a new worry in the coming week: the danger of a market crash. Global policymakers and finance ministers will gather in Washington for the International Monetary Fund/World Bank fall meetings after a chorus of warnings that a stock bubble focused on artificial …

Retail investors are buying stocks in force and pushing up stock prices — a dynamic that’s spooking some veteran Wall Street analysts and observers. According to data released this week , Citigroup’s index of stocks most favored by individual investors, which includes SoFi Technologies, Riot Platforms, and Facebook parent Meta, has surged 30% since the start of September, compared with …

Lily JamaliTechnology correspondent, San Francisco Getty Images Silicon Valley is home to many major tech firms, including Apple’s circular headquarters At OpenAI’s DevDay this week, OpenAI boss Sam Altman did what American tech bosses rarely do these days: he actually answered questions from reporters. “I know it’s tempting to write the bubble story,” Mr Altman told me as he sat …