Names like Nvidia and Microsoft have climbed some 40 and 50%. So investors 401ks may be rising, but our next guest says that might be in contrast to their sentiment. Wall Street Journal chief economics commentator Greg Gip writes in a column today that AI is ushering in the most joyless tech revolution ever.And he's joining me right now. Greg, it's great to see you. Um, this has been something I've been trying to ask investors about that.Yeah, your portfolio is going like gang busters, but if you talk to pe ...

Core Insights - The U.S. stock market experienced its worst week in approximately a month, despite a strong quarterly report from Nvidia [2] - The Nasdaq Composite, which is tech-focused, started the week positively but ended with a decline of 3%, indicating a reversal in investor sentiment [2]

Retail investors talked up five hot stocks this week (Nov. 17-21) on X and Reddit’s r/WallStreetBets, driven by earnings, retail hype, AI buzz, and corporate news flow.The stocks, Nvidia Corp. (NASDAQ:NVDA) , Palantir Technologies Inc. (NASDAQ:PLTR) , Strategy Inc. (NYSE:MSTR) , Walmart Inc. (NYSE:WMT) , Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) , semiconductor, AI, cybersecurity, cryptocurrency, and retail reflected diverse investor interests.NvidiaNvidia dominated headlines with its fiscal third-quarter ...

近日，关于人工智能（AI）"泡沫论"的激辩愈演愈烈。尽管英伟达公布了全面超出预期的财报，但美股主要股指周四冲高回落表明，市场对于"AI泡沫"的 担忧似乎短期内无法消散。就在华尔街"大空头"发文抨击"AI泡沫"之际，桥水基金创始人达利欧发声表示，人工智能确实存在泡沫，但还没到泡沫破裂的 时候。 近日，英伟达公布2026财年第三财季的业绩数据，营业收入570亿美元，同比大涨62%；净利润为319亿美元，同比大涨65%，双双远超市场预期。公司还 对四季度给出650亿美元的高增长财务指引。尽管英伟达交出了出色的"成绩单"，但近段时间以来，市场关于人工智能的投资热潮是否已催生泡沫的争论 却愈演愈烈。强劲的业绩数据与市场弥漫的谨慎情绪形成了鲜明对比。 英伟达股价在财报发布后，连续两日下跌。截至11月21日，英伟达股价11月以来下跌11.66%。 | 导出图形 区间统计 前复权 ~ 到价提醒 | 神奇九转 | | 英伟达 | | 178.880 | -1.760 | | --- | --- | --- | --- | --- | --- | --- | | ↑ MA30:110.242 ↑ MA60:65.266 ↑ | ...

一、引言：2025年全球资产齐跌的"罕见性"警报 2025年的全球金融市场用"惊魂"来形容毫不为过。3月28日，美国股市遭遇"黑色星期五"，标普500指数 单日下跌1.97%，纳斯达克指数暴跌2.7%，道琼斯工业指数重挫715点，七大科技巨头单日市值蒸发超 5000亿美元。这场跌势迅速跨市场传导，加密货币市场在周末应声崩盘，比特币从8.4万美元跌至8.15万 美元，加密货币总市值在一个月内从3.9万亿美元缩水至2.9万亿美元，跌幅达25%。 时隔8个月，11月18日的"黑色星期二"再度刷新市场认知：日经225指数单日暴跌3.22%，韩国综合指数 跌3.32%，A股上证指数与深证成指同步下跌；美股盘前大幅下挫，比特币七个月来首次跌破9万美元关 口，较10月高点累计跌幅超28%。更罕见的是，传统避险资产黄金同步承压，现货黄金失守4000美元心 理关口，美国10年期国债收益率短期波动加剧，呈现出"风险资产与避险资产同跌"的极端特征。 这种跨资产类别的同步暴跌并非偶然。日本政府养老投资基金（GPIF）的数据显示，2025年第一季度 该基金亏损611亿美元，海外股票缩水6%，国内股票下跌3.5%，海内外债券同步下滑，资 ...

Key TakeawaysThe United Arab Emirates (UAE) has announced a $1 billion initiative to significantly expand Artificial Intelligence (AI) infrastructure and services across Africa, aiming to foster technological development and economic growth on the continent.The U.S. warned Ukrainian President Volodymyr Zelensky of a "worse future" if he rejects President Donald Trump's peace plan with Russia, intensifying pressure on Kyiv amid ongoing conflict and internal challenges.Former President Donald Trump publicly a ...

Group 1 - The AI industry is experiencing a bubble, with insiders acknowledging the irrational exuberance in valuations and expectations compared to actual capabilities [4][5][6][26] - Nvidia reported a significant revenue increase of 62% in the last quarter, with a forecast of 65% year-over-year growth, indicating strong demand for its products [10] - Despite Nvidia's strong earnings, there are concerns about the sustainability of high valuations in the AI sector, as many companies are raising capital at inflated valuations [7][8][31] Group 2 - Google has regained its position as a leader in AI, with its new model Gemini 3 achieving top performance benchmarks and driving investor interest [31][32][34] - The launch of Gemini 3 has coincided with a resurgence in Google's stock price, reaching all-time highs, as the company effectively integrates AI into its products [31][34] - Google's custom chips (TPUs) are being utilized to enhance the performance of its AI models, providing a competitive edge over rivals [32][34][57] Group 3 - The rise of Chinese AI companies poses a significant threat to Nvidia and the broader AI market, as these companies are rapidly developing competitive models at lower costs [67][76] - The shift towards open-source AI models in China contrasts with the proprietary models favored by Western companies, potentially leading to a competitive disadvantage for U.S. firms [82][84] - Investors may be underestimating the risks posed by China's advancements in AI technology and its implications for U.S. companies like Nvidia [76][78][80]

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.Nvidia Corp. (NASDAQ:NVDA) crushed estimates with $57 billion in revenue and $1.30 per share in earnings, yet even that couldn't stop the tech rout this week. The Invesco QQQ Trust (NASDAQ:QQQ) and other mega-cap tech names slid hard despite the beat.Valuation concerns resurfaced as the broader tech sector shed more than $800 billion in market value, with the sell-off marking the ...

11/21/2025The stock market rebounded Friday on Fed rate cut hopes but suffered damaging weekly losses. Nvidia, Apple and Eli Lilly... BREAKING: Stocks Bounce But Tumble For Week S&P 500 components TJX Cos (TJX), Cboe Global Markets (CBOE) and RTX (RTX) are stocks to watch this coming week. Alnylam Pharmaceuticals (ALNY) and Medpace Holdings (MEDP) round out the list. The stock market suffered an ugly downside reversal Thursday, with losses on the key indexes and among leading names, as Nvidia (NVDA) gave up ...

In this articleGOOGLMETANVDAThis week, volatility took hold of the AI trade as bubble fears continued to rise and Nvidia's blowout earnings failed to steady the market. "Unless you're the most optimistic person on the planet … you know you're in a bubble, right?" Dan Niles, founder of Niles Investment Management, told CNBC's Deirdre Bosa. "There is no question you're in a bubble." Industry insiders raise AI bubble alarmsIndustry insiders are also beginning to raise the alarm, with Alphabet CEO Sundar Pichai ...