Tag Archives: Dotcom

The AI boom is far more robust than the dot-com bubble, but there’s still a risk it disappoints investors and sends shockwaves through markets and the economy, Liz Ann Sonders says. Charles Schwab’s chief investment strategist told Business Insider that “extreme enthusiasm” about innovation and circular deals between tech companies reminded her of the internet bubble 25 years ago. But …

“I won’t go into particular names,” Powell told reporters after the Fed’s policy meeting, “but they actually have earnings. “These companies … actually have business models and profits and that kind of thing. So it’s really a different thing” from the dotcom bubble, he added. The comments mark what seems like Powell’s most direct acknowledgment yet that AI’s corporate build-out—spanning …

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 …

A version of this story will appear in CNN Business’ Nightcap newsletter. To get it in your inbox, sign up for free here. New York  —  At this point, even the concept of an “AI bubble” seems to be a bubble. (In fact, Deutsche Bank analysts said last month that the “AI bubble” bubble has already burst.) Perhaps some corners …

Share valuations based on past earnings have also reached their highest levels since the dotcom bubble 25 years ago, though the BoE noted they appear less extreme when based on investors’ expectations for future profits. “This, when combined with increasing concentration within market indices, leaves equity markets particularly exposed should expectations around the impact of AI become less optimistic,” the …

The Bank of England’s Financial Policy Committee has warned of the dangers of a sudden correction in the financial markets, owing to the value of tech and AI stocks, and has compared the risks to the dotcom bubble. As hundreds of billions of dollars flow into AI infrastructure building, the UK’s central bank said: “On a number of measures, equity …

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, …

[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 …

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 …

AI bubble is 17 times the size of that of the dot-com frenzy, analyst argues  MarketWatch Mega AI deals enable exits for private equity — but fuel ‘frothy’ bubble fears  CNBC One force is propping up the economy. Fears are growing it won’t last.  The Washington Post The AI capex endgame is approaching  Financial Times Cracks are forming in the AI capex boom, warns …