AI Bubble
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DIVB: Don't Fear The AI Bubble, Diversify With Dividends And Buybacks
Seeking Alpha· 2026-02-27 00:45
Brendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employment at Caltech.-First employee and co-founder of 1200 Pharma as it spun out of Caltech garnering major investment (into the 8 figures).-Remains an avid investor, focused on market trends and especially biotechnology stocks.Analyst’s Disclosure: I/w ...
MGK: Mega Cap Selloff Presents Attractive Buying Opportunity, AI Bubble Fear Is Temporary
Seeking Alpha· 2026-02-24 17:12
It is the time to utilize Warren Buffett's investing mantra of buying when others are fearful of mega-cap stocks. Investor fear over an AI-related burst and software industry disruption created a broader tech selloff, sending theKomal is passionate about finance and the stock market. She enjoys forecasting future market trends using a fundamental and technical approach with a focus on both short- and long-term horizons. She intends to provide unbiased analysis to assist investors in selecting the best inves ...
US datacenters face slew of problems amid grassroots protests against AI
Yahoo Finance· 2026-02-24 15:00
Rural Michigan residents rally against the planned $7bn Stargate data center.Photograph: Jim West/Universal Images Group/Getty Images · Photograph: Jim West/Universal Images Group/Getty Images Cancellations and delays of new US datacenters have increased as the artificial intelligence boom runs up against a slate of issues, including supply chain snags, energy shortages and tariff-induced restraints. Grassroots opposition from local communities has also derailed some plans, and some investors have grown wa ...
美银:全球基金经理调查-当前资本开支过于火热
美银· 2026-02-24 14:16
Global Fund Manager Survey Capex too hot right now BofA February Global Fund Manager Survey Bottom Line: FMS sentiment stays uber-bullish…asset price upside in Q1 harder when all positioned for it; investors most OW commodities since May'22, most OW stocks since Dec'24, most UW bonds since Sep'22; FMS cash 3.4% up from record-low 3.2%. On Macro: "run it hot" so hot right now…most optimism on "boom" since Feb'22, on >10% EPS growth since Aug'21, on growth since Aug'21; but capex too hot right now …CIOs telli ...
US stock market volatility is ‘really nothing’ says Warren Buffett. How to invest like the Oracle when others want out
Yahoo Finance· 2026-02-21 11:47
Core Insights - Market crashes and volatility are inevitable, and seasoned investors like Warren Buffett structure their portfolios to withstand these fluctuations [1][6] - Buffett emphasizes that young investors should adopt a long-term perspective and not be overly concerned with short-term market swings [2][3] - Predictions for 2026 remain bullish despite concerns over an AI bubble and gold price dips, with many analysts anticipating double-digit returns [4] Investment Strategies - Berkshire Hathaway's portfolio is well-diversified, with significant holdings in Apple (18.7%) and American Express (16.1%), and a cash reserve of $381.7 billion, positioning the firm to capitalize on market downturns [7][26] - Diversifying investments by adding alternative assets can provide protection during market downturns, with options including precious metals, real estate, and art [8][9][24] - Investing in precious metals like gold and silver can help mitigate inflation impacts, with analysts predicting gold prices may exceed $5,400 per ounce by late 2026 [10][9] Real Estate Investment - Commercial real estate offers higher potential returns compared to residential properties, and platforms like Arrived allow investors to participate with minimal capital [13][15] - Lightstone DIRECT provides accredited investors access to institutional-quality multifamily real estate opportunities, enhancing transparency and reducing fees [18][21] Alternative Assets - Post-war and contemporary art is gaining traction as a low-correlation investment, with platforms like Masterworks enabling fractional ownership of high-value artworks [24][25] - Masterworks has reported strong annualized returns on art investments, appealing to high-net-worth individuals seeking diversification [25] Cash Management - Maintaining a healthy cash reserve is crucial for taking advantage of market opportunities, with Wealthfront Cash Account offering competitive interest rates and easy access to funds [26][27] - Wealthfront currently provides a base variable APY of 3.30%, with promotional rates boosting returns for new clients [27]
What To Do After The AI Bubble Story Suddenly Shifted
Seeking Alpha· 2026-02-18 18:25
Please [+] Follow me for coverage on deeply discounted stocks. To dive deeper beyond the ideas in this article, get do-it-yourself tips and tricks by clicking on the blue button beside my name. Subscribe to the DIY Value Investing Free Or Full Level to get alerts separate from the alerts you normally get when following me.Late last year, software-as-a-service stocks had trouble breaking out of a range that started in mid-2025. iShares Expanded Tech-Software Sector ETF ( IGV ) traded at between $105 and $107 ...
Betting On AI Bubble Burst Is Still A Losing Proposition
Seeking Alpha· 2026-02-17 18:43
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The AI Bubble Burst: Phase Two
Seeking Alpha· 2026-02-13 15:14
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...
AI Isn't A Bubble, It's A Capex Transformation
Seeking Alpha· 2026-02-13 15:04
That seems to be the question of the moment. Are we in an artificial intelligence bubble? And what would be the impact of a potential burst?English and Brazilian Portuguese translator, proofreader, editor, and content writer specializing in Finance, Economics, and Investments. My strategy is focused on wealth preservation, income, and long-term appreciation. My national portfolio is made of Brazilian hand-picked stocks and real estate funds, and my international one consists of ETFs that cover the entire gl ...
AI Bubble, Tech Funeral? Who Will Fail And Who Will Double Down?
Seeking Alpha· 2026-02-13 03:16
Core Insights - Anthropic is enhancing its AI chatbot, Claude, by integrating new plug-ins that allow it to perform tasks such as signing documents and reviewing code, indicating a significant advancement in AI capabilities [1] Company Developments - The integration of plug-ins into Claude represents a strategic move by Anthropic to expand the functionality of its AI offerings, potentially increasing its competitive edge in the AI market [1] Market Implications - The advancements in AI technology, particularly through companies like Anthropic, may lead to increased interest and investment in AI-related sectors, as these technologies become more integrated into business operations [1]