“Nvidia’s market cap is now larger than every country’s entire listed stock exchange apart from the US, China, Japan and India,” the bank said.
Sam Altman might be right: He’s not the only one who thinks the stock market is in ‘bubble’ territory
August 19, 2025
Trump’s war on the Fed created a ‘twist steepener’ in the bond market, and it’s hurting the dollar
August 29, 2025
U.S. tech stocks slide after Altman warns of ‘bubble’ in AI and MIT study doubts the hype
The market is already 80% of the way to a full bubble, he said.
A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a…
Nvidia’s earnings are now a cultural event, with watch parties, bubble fears, and billions on the line—even a small miss could…
As OpenAI and Big Tech powerhouses buy more and more Nvidia chips, annual revenue has gone from $27 billion in 2022 to a…
This week, volatility took hold of the AI trade as bubble fears continued and Nvidia’s blowout earnings failed to steady the…
Some veteran market watchers warn the deal is essentially vendor financing — Nvidia giving OpenAI money so OpenAI can turn around…
