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Storia in 2 fonti

'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.

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AI · summaries

fortune.comStai leggendo8 mesi fa

'Is AI hurting growth?' Top analysts say their clients are starting to worry as the 3-year bull market shows…

“It seems you can’t go anywhere without talking about AI,” says Aditya Bhave, senior U.S. economist at Bank of America Research.

bbc.com8 mesi fa

A tangled web of deals stokes AI bubble fears in Silicon Valley

Some are worried that the rapid rise in the value of AI tech companies may be a bubble waiting to burst.

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Timeline cronologica

martedì 7 ottobre 2025·fortune.com
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.
mercoledì 8 ottobre 2025·fortune.com
How business leaders can survive a 'phenomenal' AI bubble | Fortune
Lots of companies will implode in the short term, but a few will emerge as the Googles and Amazons of the AI era.

mercoledì 8 ottobre 2025·

fortune.com

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.

giovedì 9 ottobre 2025·

fortune.com

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.

giovedì 9 ottobre 2025·

fortune.com

As AI bubble warnings mount, a 23-year-old’s $1.5 billion hedge fund shows how prophecy turns into profits | Fortune

As central bankers warn of an AI bubble, Silicon Valley’s true believers are doubling down—turning AGI prophecy into cash, clout, and billion-dollar bets.

giovedì 9 ottobre 2025·

fortune.com

Markets look unstoppable, but JPMorgan CEO Jamie Dimon sees a 30% chance of a correction: 'I’m far more worried than others' | Fortune

Dimon said when the bubble will burst is hard to predict.

venerdì 10 ottobre 2025·

fortune.com

'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.

sabato 11 ottobre 2025·

bbc.com

A tangled web of deals stokes AI bubble fears in Silicon Valley

Some are worried that the rapid rise in the value of AI tech companies may be a bubble waiting to burst.