Tag Archives: Dotcom

The similarities are striking. Like the internet companies of two decades ago, AI firms today attract massive investments based on transformative potential rather than current profitability. Global corporate AI investment reached $252.3 billion in 2024, according to research from Stanford University, with the sector growing thirteenfold since 2014. Meanwhile, America’s biggest tech companies—Amazon, Google, Meta, and Microsoft—have pledged to spend …

Wall Street Bought the Rumor in Micron Stock, So Should You Sell the News? A Pre-Earnings Look at This Dot-Com Bubble Survivor.  Barchart.com Why Analysts See Micron (MU) Benefiting From the AI Data Center Boom  Yahoo Finance Is It Time To Sell The Rip In Micron? (NASDAQ:MU)  Seeking Alpha Micron Hits New 52-Week High: Is the Stock Still Worth Buying?  Zacks Investment Research Top …

The dot-com era’s highest-profile analyst says there will be a big AI bust  MarketWatch OpenAI board chair Bret Taylor says we’re in an AI bubble (but that’s okay)  Yahoo Finance What if the $3trn AI investment boom goes wrong?  The Economist Sierra CEO Bret Taylor on why the AI bubble feels like the dotcom boom  The Verge OpenAI board chair Bret Taylor echoes Altman’s …

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 …

Intel’s $25 Billion Rally Sends Valuation to Dot-Com Levels  Bloomberg.com Intel gets $2 billion from SoftBank as White House mulls stake  Fox Business SoftBank and Trump may not be enough to save Intel  Yahoo Finance Intel gets $2 billion lifeline in the form of SoftBank equity investment  Reuters “I Appreciate the Confidence…” Intel Stock (NASDAQ:INTC) Surges as SoftBank Buys In  TipRanks Source link

Something doesn’t make sense about the current stock market boom. U.S. big caps keep soaring while the economic outlook keeps getting worse. Right now, the atmospherics, Big Momentum and AI euphoria, are winning over the negative news flow and daunting market metrics. But sooner or later the fundamentals will take charge, and then, watch out for flying glass. On the …

Something doesn’t make sense about the current stock market boom. U.S. big caps keep soaring while the economic outlook keeps getting worse. Right now, the atmospherics, Big Momentum and AI euphoria, are winning over the negative news flow and daunting market metrics. But sooner or later the fundamentals will take charge, and then, watch out for flying glass. On the …

Dot-com parallel leads to fear of what’s next for this record-busting stock market  MarketWatch Does the Stock Market Know Something We Don’t?  The Atlantic How one strategist is choosing between sky high valuations and value  CNBC Where can investors look for sanity in a market gone mad?  The Globe and Mail The Most Overvalued and Concentrated Equity Bubble in History  Discovery Alert Source link