Is AI a bubble about to burst, bringing down the economy? Although the spending is massive, at this point there’s nothing especially alarming, says @foxjust (via @opinion) https://t.co/D7tSUbPSBo ...

Probably more excited, though, by the fact that gold is through 4000 mark. What's next. I'm excited.I get a little excited by what's happening on the stock side. I'm also excited by what's happening on the French side at the moment. I think there's a little bit of nervousness creeping into the market, not on the gold side.Clearly that that one of the most consensus trades out there. Anecdotally, I'm hiring at the moment. Whenever I interview any candidate, their top trade seems to be bullish gold.So it's de ...

🚨 ALERT: Paul Tudor Jones warns the U.S. market is repeating the 1999 bubble pattern, rising on expectations while the Fed eases policy amid a 6% budget deficit. https://t.co/dEiVOZfo2f ...

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 ...