Tag Archives: Bubble

Skepticism is mounting about the viability of Oracle’s multiyear deal with OpenAI, a company that has yet to report a profit. Oracle’s stunning results on Tuesday inspired confidence from the market about the longer term viability of AI demand. Oracle shares ripped 36% higher on Wednesday for its best day since 1992 . But doubts are growing about the growth …

Bret Taylor, board chair at OpenAI and CEO of AI agent startup Sierra, was asked in a recent interview with The Verge whether he agreed with OpenAI CEO Sam Altman’s declaration that “someone is going to lose a phenomenal amount of money in AI.” Taylor echoed Altman’s sentiments, suggesting that we are indeed in an AI bubble — but like …

David Rosenberg isn’t always right. The founder of Rosenberg Research, who rose to fame after calling the 2008 recession, regularly expresses a bearish outlook for the economy and markets that often don’t come to fruition. But in a world where bullish forecasts are the consensus among Wall Street’s top equity strategists, it can be prudent to heed Rosenberg’s warnings. While …

Sean Duffy Is Stuck Inside The Fox Bubble  NASA Watch Source link

Does the hot IPO market mean we’re in a stock-market bubble?  MarketWatch Say It With Me. We Are In An ‘Everything’ Bubble  Seeking Alpha This Is a Bubble, Why It Can Still Rip Higher | Cem Karsan  MSN Bulls vs. bears – bubble brewing or rally building?  roger montgomery Why do so many investors think the stock market is forming a bubble?  MSN Source link

Greetings from Read Max HQ! In today’s edition, an examination of the “A.I. bubble,” various vibe shifts, and the long shadow cast by the crypto bubble over how we talk about it. A reminder: This newsletter is totally free to read, but it costs me hours of labor to produce: Reading, talking, writing, taking long walks, complaining to my wife, …

While there are plenty of technological naysayers, it was a bit surprising that none other than AI pioneer Sam Altman would decide to rain on the parade by suggesting that AI had entered a bubble phase earlier this month. Perhaps it was then no coincidence that Palantir Technologies (NASDAQ:PLTR) has been dropping since his comments were reported. Elevate Your Investing …

In 2000, internet darling Cisco was the world’s most valuable company. Today it’s worth half as much. AI juggernauts like Nvidia and Palantir are driving the tech-bloated S&P 500 today. Buyer beware. Atthe end of the 1990s, there was one narrative on every stock broker’s lips. The so-called world wide web would change everything about our way of life: the …

Bubble Risks Grow as China’s Stock Bull Run Defies Economy Angst  Bloomberg.com Chinese households have amassed record savings. That’s now fueling a stock market boom  CNBC China’s triple stock markets are too much of a good thing  Financial Times China’s $11 Trillion Stock Market Is a Headache for Both Xi and Trump  Yahoo Finance Chinese Equities Surge Despite Challenges; Retail Flows Drawn In  Wealth Briefing …

First it was the release of GPT-5 that OpenAI “totally screwed up,” according to Sam Altman. Then Altman followed that up by saying the B-word at a dinner with reporters. “When bubbles happen, smart people get overexcited about a kernel of truth,” The Verge reported on comments by the OpenAI CEO. Then it was the sweeping MIT survey that put …