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Goldman says the stock market has already priced in the AI boom, with $19 trillion of market value running ahead of actual economic impact so far | Fortune
"Past innovation-driven booms—like the 1920s and in the 1990s—have led the market to overpay for future profits even though the underlying innovations were real."
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lemonde.fr
Jézabel Couppey-Soubeyran: 'What if the stock market euphoria over AI is just a bubble within the larger financial bubble?'
COLUMN. In her column, the economist points out that the financial markets have been inflated by decades of monetary policy tailored to their needs. She warns that it is the…
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cnbc.com
A simple reason why the market's biggest investors say they aren't worried about AI bubble, tech stock selling
The biggest tech companies in the market have an advantage that didn't exist during dotcom bubble, say fund managers overseeing tens of billions of dollars.
