In a research note out this week, Seapport Research Partners makes a call that the AI trade is indeed in the early days of a bubble driven by spending from six major companies, Amazon, Google, Meta, Microsoft, OpenAI, and Oracle. It comes as the tech sector has announced a wave of deals between some of these players. And joining me now to break down that call, Jay Goldberg, Seport Research Partners senior analyst.Jay, it's good to see you. Thank you for being here. Um, and you know, you say it's a bubble, b ...

[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Karamali live from Yahoo Finance Studios in London. It's Friday 10th October.Coming up on the show, will any side crack as the government shutdown continues. China ramps up its crackdown on chip imports with Nvidia clearly in focus. And what's the spookiest thing about Halloween.The price of chocolate. So, grab your coffee and let's own the morning. Okay, we kick off with some breaking news.According to China's state media, Beijing is prob ...

OpenAI continues to hit headlines with the partnership momentum. After Oracle and NVIDIA, it is now AMD that has joined forces with the maker of ChatGPT in a multibillion-dollar collaboration.In July, OpenAI and Oracle entered into an agreement to develop up to 4.5 gigawatts of additional Stargate capacity. In late September, NVIDIA announced that it intends to invest up to $100 billion in OpenAI to build infrastructure and new data centers with a capacity of at least 10 gigawatts of power.AMD Partnership D ...

LIVE NOW -- What’s Really Driving Gold 4K, BTC ATH, & Stocks at Highs? Debasement or AI Mania?Gold shatters $4,000, Bitcoin quietly hits new all-time highs, and Wall Street just made its biggest bet yet on prediction markets. In this week’s Weekly Rollup, @RyanSAdams and @TrustlessState break down why the debasement trade is heating up, how the AI bubble is shaping markets, and what it all means for crypto’s next move.We cover BNB’s explosive run to the #3 spot, ICE’s $2B investment in Polymarket, and ETH s ...

[Music] Hello and welcome to Asking for a Trend. I'm Josh Lipton and for the next half hour, we are breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve.And here are some of the trends we're going to be diving into. Thursday saw stocks closing lower. Wall Street in the red again with all major indices ending the day down.We're speaking with an expert on how retailers are strategizing for big wins ...

Welcome to Market Catalyst. I'm Julie Heyman. We are 30 minutes into the US trading day.Here's what we're watching this hour. First off, US stocks close and fresh record highs, but is the AI trade a bubble. We'll discuss.Plus, Delta forecast strong demand. We'll have more on the results and how the shutdown is affecting airlines. and Federal Reserve officials signal more rate cuts.But how could inflation change its path. All that and more on Market Catalyst. Let's take a look at the major averages.Right now ...

A key segment of the U.S. stock market, comprised of companies with strong balance sheets and stable earnings, is experiencing a period of underperformance relative to the rest of the market, drawing comparisons to the dot-com bubble of 1999.S&P 500 Quality Index Lags Broader Market By Most In 26 YearsAccording to the data pointed out by Jeff Weniger, the Head of Equities at WisdomTree, the S&P 500 Quality Index has lagged the broader S&P 500 by a substantial margin.This lag is the most pronounced since 199 ...

Key Takeaways A spate of unusual deals within the AI ecosystem has recently fueled concern that the AI boom is actually an AI bubble, but some professional market watchers say this isn't 1999—at least not yet. Why This Is Important Artificial intelligence excitement has been the main driver of stock market returns for the past three years, increasing the weight of big tech stocks in most portfolios. Until companies can demonstrate AI is contributing to the bottom line, the AI rally will depend on investors ...

Fed members disagreed about further rate cuts, Kevin Warsh aims to remake the central bank, tech earnings are around the corner, and more news to start your day. ...

Michael Nagle / Bloomberg / Getty Images Recent AI deals have drawn comparisons to dubious arrangements that fueled the Dotcom bubble of the 1990s. Key Takeaways Recent deals from the likes of Nvidia and OpenAI have raised eyebrows on Wall Street and drawn comparisons to the vendor financing arrangements that fueled the Dotcom bubble of the late 1990s. Experts note these deals account for a relatively small share of AI investment, which, unlike during the Dotcom bubble, has mostly been funded by extrem ...