6 October 2025 | 12:07AM EDT Equity Research AMERICAS TECHNOLOGY: INTERNET Framing the AI Narrative – Five Key Debates About Industry Trends and Market Environment On the back of our Goldman Sachs Communacopia + Technology Conference in September and a series of company/industry announcements for long-term AI capacity, a rising chorus of investor debates have begun to focus on whether we have entered an AI bubble. Identifying and calling out a bubble has been a historically difficult dynamic for public mark ...

Amazon (AMZN) founder Jeff Bezos recently joined the growing chorus of voices calling out an AI bubble, but his take offers a surprisingly optimistic spin. Speaking at Italian Tech Week, Bezos acknowledged the market is experiencing what he called an "industrial bubble," where investors are funding both good and bad ideas indiscriminately. The comparison to the dot-com crash worries many investors, but Bezos sees a crucial difference. Industrial bubbles, he argued, often produce lasting benefits for socie ...

The bank's chief equity strategist says valuations now are different than in the late 1990s. ...

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Shalett’s comments centered on several recent multibillion-dollar deals to scale up data-center infrastructure. As notable substacker and former Atlantic writer Derek Thompson recently noted in a post titled “ This is how the AI bubble will pop ,” so much money is being spent to support AI’s energy-consumption needs that it’s the equivalent of a new Apollo space mission every 10 months. (Tech companies are spending roughly $400 billion this year alone on data-center infrastructure, while the Apollo program ...

There's still time to profit despite a frothy market, Seaport Global says. ...

Market Analysis by covering: US Small Cap 2000, Microsoft Corporation, NVIDIA Corporation, Advanced Micro Devices Inc. Read 's Market Analysis on Investing.com ...

Ever since the artificial intelligence (AI) mania began in 2023, there have been voices suggesting that it is a bubble similar to the dot-com era. The chatter gained traction last year as many companies were struggling to justify their massive AI capex with commensurate revenues. DeepSeek’s low-cost AI model, released earlier this year, only lent credence to the “AI bubble” narrative, as the Chinese startup claimed to have developed its AI model for a fraction of the billions of dollars that U.S. tech gia ...

Core Viewpoint - The current stock market is experiencing high valuations, particularly in the technology sector, raising concerns about a potential repeat of the 2000 dot-com bubble [1] Group 1: Market Valuation - Stocks are not considered cheap, with many trading at elevated price-to-earnings ratios [1] - The technology sector continues to see significant price increases, contributing to overall market valuation concerns [1] Group 2: Historical Comparison - Analysts are drawing parallels between the current market conditions and the 2000 dot-com bubble, suggesting that the tech sector's growth may be unsustainable [1] - The rapid rise in tech stock prices is reminiscent of the late 1990s, prompting discussions about potential market corrections [1]

Economic Indicators and Government Shutdown - The federal government shutdown is likely to delay the release of several economic indicators, including U.S. trade deficit data, weekly initial jobless claims, and wholesale inventories [1][3] - Despite the shutdown, the Federal Reserve is expected to continue its schedule, including the release of meeting minutes and participation from key officials [3][4] Corporate Earnings Reports - Key corporate earnings reports are anticipated from major companies such as Constellation Brands, PepsiCo, Delta Air Lines, and Levi Strauss, which could provide insights into the state of the American consumer [5][6][7] - Constellation Brands is expected to report declining sales due to concerns over tariffs and weak demand, while PepsiCo may face challenges from its Frito-Lay division and North American sales [6] - Delta Air Lines has reinstated its outlook and reported better-than-expected results, while Levi Strauss grew revenue in the prior quarter despite tariff pressures [7] Upcoming Events and Consumer Sentiment - Amazon is set to hold its Prime Big Deal Days sales event on October 7-8, which may impact consumer spending trends [7] - The University of Michigan's consumer sentiment report and the Fed's consumer credit report are also expected to be released, providing further insights into consumer behavior [4]