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AI isn’t in a bubble—the cash (and the hype) are real, these analysts say | Fortune
The record-high price of gold suggests that a lot of investors want a hedge against an implosion in U.S. tech stocks. Yet some analysts are saying that you should believe the hype.
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fortune.com
The AI bubble will pop. Intelligence won’t | Fortune
ChatGPT, Gemini and Claude are extraordinary feats of engineering, but they don’t represent sustainable AI.
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AI is becoming the ‘magic fix’ as America places ‘one big bet’ on it not being a bubble, market veteran warns | Fortune
“AI better deliver for the U.S., or its economy and markets will lose the one leg they are now standing on,” warns Ruchir Sharma of Rockefeller International.
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75% of gains, 80% of profits, 90% of capex—AI’s grip on the S&P is total and Morgan Stanley's top analyst is 'very concerned' | Fortune
The long bull market since 2022 is a "one-note narrative" since the explosion of ChatGPT, according to Lisa Shalett, CIO of Morgan Stanley Wealth Management.
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Bank of England on AI mania: ‘Stretched’ stock valuations ‘comparable to the peak of the dotcom bubble’ | Fortune
The top five members of the S&P 500 command nearly 30% of market share, a record high for any point over the past 50 years.
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AI isn’t in a bubble—the cash (and the hype) are real, these analysts say | Fortune
The record-high price of gold suggests that a lot of investors want a hedge against an implosion in U.S. tech stocks. Yet some analysts are saying that you should believe the hype.
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huffpost.com
AI Bubble Warning: Financial Institutions Sound The Alarm Over Possible Bust
The growing risk that tech stock prices pumped up by the AI boom could burst is being flagged.
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theguardian.com
The Guardian view on an AI bubble: capitalism still hasn’t evolved to protect itself | Editorial
Editorial: Warnings about inflated tech stocks suggest investors never learn and central bankers learn too late
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'Is AI hurting growth?' Top analysts say their clients are starting to worry as the 3-year bull market shows its age | Fortune
“It seems you can’t go anywhere without talking about AI,” says Aditya Bhave, senior U.S. economist at Bank of America Research.