Group 1 - The current market, particularly the AI sector, is being compared to the dot-com era, with notable figures like Michael Burry expressing concerns about an "AI bubble" [1][2] - The S&P 500 Index's dividend yield has fallen to levels not seen since the dot-com days, indicating a potential market shift [1][4] - AI is expected to redefine multiple industries, similar to the impact of the internet in the late 1990s, although many dot-com companies did not survive the subsequent bust [2] Group 2 - Microsoft has shown resilience post-dot-com bust, surpassing its 1999 peak in 2015, but has recently experienced a decline of over 7% in the last three months [3] - Microsoft's current dividend yield is 0.77%, the highest among its "Magnificent 7" peers, despite being below historical averages [4] - The growth in Microsoft's stock price has outpaced its dividend growth, leading to a lower yield, but it is still considered a good buy due to its relatively healthy dividend yield compared to other Big Tech companies [5]
This AI Dividend Stock Is a Buy Even as the S&P 500’s Yield Falls to Dot-Com Lows