Nvidia CEO Jensen Huang has characterized his company’s $100 billion OpenAI investment as an opportunity to invest in the next “multitrillion-dollar” company. Nvidia itself is part of that club, with a market valuation of $4.5 trillion. Investments like Nvidia’s in OpenAI are predicated on “the confidence in the revenues” a company can sustain, Huang said on the “BG2” technology podcast. …
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Several multibillion-dollar deals, including OpenAI’s investment in Advanced Micro Devices (AMD) on Monday, have led Wall Street analysts to draw parallels to the 2000 Dot-Com Bubble. These deals have led to outsized gains and exuberant investor sentiment as stocks continue to advance without fear. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 55% off! Unlock powerful investing tools, …
Read More »[flagged] The AI bubble is 17 times the size of the dot-com frenzy and four times subprime Hacker News The AI bubble is 17 times the size of the dot-com frenzy – and four times subprime, this analyst argues Morningstar The bubble in people searching for ‘AI bubble’ has burst — what that means for the stocks CNBC Why Fears of a Trillion-Dollar …
Read More »Why your S&P 500 index fund might be more risky than the internet bubble MarketWatch Why I Think The S&P 500 Has Become Irrelevant, And What I’m Doing About It Seeking Alpha Your portfolio might not be as diverse as you think it is Canton Repository Tech Giants Fuel S&P 500 Rally, But Concentration Worries Mount News Ghana Tech Giants Skew S&P 500 Valuation cointurk …
Read More »How Much Longer Can the AI Bubble Last? Inside Wall Street’s Great Debate. Barron’s The bubble in people searching for ‘AI bubble’ has burst — what that means for the stocks CNBC One force is propping up the economy. Fears are growing it won’t last. The Washington Post Think AI is a bubble? Here’s how to position your stock portfolio. MarketWatch Why Fears of …
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The Washington Post notes AI’s “increasingly outsize role” in propping up America’s economic fortunes. “Last week, the United States reported that the economy expanded at a rate of 1.6 percent in the first half of the year, with most of that growth driven by AI spending. Without AI investment, growth would have been at about a third of that rate, …
Read More »If you’re fretting over a bubble, don’t sell your stocks just yet. That’s the takeaway from the latest Citi research, which outlined the bank’s ideal investing playbook as the stock rally continues and valuations get frothy. The main strategy investors need to know: Stay in the market— at least until one of two indicators suggests it’s time to sell, strategists …
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Several analysts are sounding alarms about the artificial intelligence industry being a major financial bubble that could potentially tip the global economy into a severe recession. MarketWatch reported on Friday that the MacroStrategy Partnership, an independent research firm, has published a new note claiming that the bubble generated by AI is now 17 times larger than the dot-com bubble in …
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By BEN SHIMKUS, US CONSUMER REPORTER and TILLY ARMSTRONG, US DEPUTY CONSUMER EDITOR Published: 20:23, 4 October 2025 | Updated: 20:23, 4 October 2025 A stock market metric named after legendary investor Warren Buffett is flashing a warning sign. The Buffett Indicator — which compares the total value of US stocks to the country’s economic output — just hit a …
Read More »Jeff Bezos sends blunt message on AI bubble TheStreetView Full Coverage on Google News Source link
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