RT Bloomberg en Español (@BBGenEspanol)¿Estamos ante una nueva burbuja tecnológica? Las grandes empresas apuestan miles de millones en IA, chips y centros de datos, pero el retorno aún es incierto. Algunos expertos temen que la fiebre de la IA termine explotando. @ethomson1 explica https://t.co/05Vstpj6JZ https://t.co/3NYQtdeNyk ...

Market Outlook - The market is overbought but has been since September, a decent pullback would extend market health [1][2] - S&P is expected to reach 7,000 by year-end and 7,200 in early 2026 [2] - Long-term secular trends suggest the S&P could reach 10,000 to 13,000, a double from current levels [4] - Interest rates are expected to decline into 2026, potentially with the 10-year close to 2% [9] Key Drivers and Sectors - AI and tech-related sectors, including infrastructure and utilities, are key drivers expected to lead through the end of the decade [3] - Semiconductor is the true leadership in this market, followed by tech and tech-related AI [12] Economic Factors - Current nominal growth is tracking at 250% for the quarter, with inflation at 250%, an unusual environment for multiple Fed rate cuts [5] - There is concern that inflation may not return to the 2% level, posing a risk [6][7] Investment Strategy - Great buying opportunities exist in the market [3] - Some subsectors like drone technology and quantum computing are running hot, making it hard to chase them [10][11] - The VIX does not currently indicate a sell signal [13]

Data center bubble? Blackstone's Kathleen McCarthy-Baldwin says the firm won't build without a long-term lease with a high-credit tenant."That negates the argument that a bubble could be forming,” she says#BBGWomenMoneyPower https://t.co/D71n0UVSBN https://t.co/se80M9xTXo ...

Let's bring in first Smart Mark Capital founder and partner Rick Heightsman to hopefully provide us some answers. Good to see you. >> Hey, great to see you.>> So, a lot of people are asking that question and maybe some are sick and tired of it being asked and having to talk about it, but >> do you see any similarities to what's happening now to what happened then. What do you think. Generally, >> what happened then being in the dot bubble and how that >> the only then that's relevant to now, right.>> I I th ...

A $100 billion deal this week between Nvidia and OpenAI has raised plenty of eyebrows. And little wonder. AI is probably a bubble. But does that matter? https://t.co/yZFnRpOFuN ...

Investors are going to unusual lengths to get a piece of hot AI startups — sparking fears of a bubble https://t.co/DsM6Mz1a7J ...

The euphoria around AI may have led to the biggest bubble yet in private technology investing, VC veteran Jack Selby says https://t.co/lvCcyyW0RO ...

SOL now at $220. Those of you in the old school who believe this is a bubble simply have not understood the new mathematics of the Blockchain, or you did not cared enough to try. Bubbles are mathematically impossible in this new paradigm. So are corrections and all else. ...

I have now begun acquiring PSA 10 Yu-Gi-Oh cards.This is absolutely a bubble, and Im buying the top. ...

Right. Valuations for AI companies like OpenAI are skyhigh, but even CEO Sam Olman has suggested we're in a bubble. Joining us now to talk all things tech and AI is Steven Levy, a wired editor at large.Stephen, great to have you on with us. Good to see you. Just just recap what I'm referring to there for viewers that didn't see it.This is just as they're kind of closing a big private market funding deal which confirms the sky-high valuations for the sector. Sam Alman is is seen saying that actually he think ...