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ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj Bahety

AI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of missing out. India's manufacturing, financials, and consumption sectors are poised for long-term growth as global AI frenzy potentially fades. Smart investing involves focusing on fair valuations and solid businesses.

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cryptobriefing.com

economictimes.indiatimes.com

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AI · summaries

economictimes.indiatimes.comStai leggendo4 g fa

ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble:…

AI valuations hit FOMO phase: SpaceX at 93x sales, OpenAI 35x, Magnificent 7 earnings up 22% vs market 9%. Mega-IPOs signal cycle peak; when capital exits AI chips, India's manufacturing and financials at fair valuations become next destination.

originale

cryptobriefing.com7 g fa

Bank of America survey shows AI stock rally in boom phase, not euphoria

Bank of America's fund manager survey finds FOMO still driving AI stock rally in boom phase, with 54% calling tech overvalued and concentration nearing

Timeline cronologica

martedì 16 giugno 2026·cryptobriefing.com
Bank of America survey shows AI stock rally in boom phase, not euphoria
Bank of America's fund manager survey finds FOMO still driving AI stock rally in boom phase, with 54% calling tech overvalued and concentration nearing
venerdì 19 giugno 2026·economictimes.indiatimes.com
ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj Bahety
AI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of missing out. India's manufacturing,…