For Oracle, it’s likely bad enough being the mixed metaphor of canary in the coal mine for a potential AI market bubble. But on Friday, the beleaguered Silicon Vally giant found a new way to suffer: Here’s your Evening Briefing https://t.co/NMgaMyaimA ...

There's a difference between an AI bubble and an AI market bubble.CoreWeave (CRWV +0.21%) stock has soared this year as deal after deal has been announced for the products it sells. CoreWeave holds the data center cloud computing capacity tech firms are clamoring for. Yet the stock plunged 45.3% last month, according to data provided by S&P Global Market Intelligence. That gives investors two key considerations. Either the bubble has burst, as shares of the cloud infrastructure provider were up as much as 3 ...

Market Overview - The stock market is experiencing a broadly bullish trend, with the Dow up approximately 61 points, the S&P 500 up about 0.2%, and the NASDAQ up around 0.5% [1][2][3] - Bond yields are decreasing, with the 10-year Treasury yield down 5 basis points to 4.14% and the 30-year yield down 6 basis points to 4.7%, which is generally supportive of equities [4][5] Sector Performance - The technology sector is leading the market, with notable gains in companies like Nvidia, which is up over 1.5%, and Micron, which has increased by 4% [6][7] - Other sectors showing strength include communications services and materials, while energy stocks are lagging after a strong performance the previous week [5][6] Government Shutdown Concerns - A potential government shutdown is looming, with odds of a shutdown increasing to 60% according to 22V Research, following a series of political developments [15][16] - President Trump is holding meetings with congressional leaders to negotiate a resolution, but expectations for a significant breakthrough are low due to ongoing distrust between parties [10][12][14] AI Market Bubble Concerns - There are growing concerns about a potential AI market bubble, with comparisons being made to the dot-com bubble era, as companies engage in non-cash transactions for AI products [34][35] - Despite these concerns, the adoption of AI in enterprises is reportedly on the rise, with many companies exploring new use cases [38][39] Gold and Silver Market Trends - Gold prices have reached an all-time high of over $3,800 per ounce, driven by factors such as a potential government shutdown and central bank purchases [102][103] - Silver has outperformed gold, rising 58% year-to-date, and is approaching its all-time high from 1980 [104][105] Housing Market Insights - Pending home sales have unexpectedly increased by 4%, indicating potential bullish signs for the housing market as mortgage rates decline [97][100] - Mortgage rates have decreased from 6.7% in early August to 6.3% currently, which may encourage more buyers to enter the market [100]

Back. Is the AI market in a bubble. That's what OpenAI CEO Sam Altman is warning saying over the weekend investors are quote over excited about the AI trade.Joining me here post 9 is star Wed Bush analyst Dan Ies. He is as excited as his coat is bright, right. I mean, is Alman on to something or no.>> Look, I mean, I believe we're only in the second inning of a nine inning game. I mean, because it's our view on the enterprise side. It's just started to play out from use cases.I think as we go into the consu ...