Richard Bernstein says investors are ignoring a whole bunch of high-earning companies for the sake of a few tech giants. ...

Okay. What is a bubble. A bubble occurs when there's an enormous amount of increase in wealth relative to money.It's it's important to understand the difference between wealth and money. Wealth is easy to create. Like now um and in other times, what you do is that let's say you raise uh $50 million for a billion dollar company.then you're a billionaire and the um company's worth a billion dollars, but nobody's really paid anything like that. And so wealth is something that uh rises, but you haven't material ...

Medline $6 billion IPO closing out a strong year for public listings. Joining us right now with what to come in 2026. Ben Narrison, founder of Tenacity Venture Capital.Good morning to you. Uh lot of excitement about a big year ahead. Lot of big IPOs maybe in the mix including SpaceX anthropic.I don't know whether you think Open AI is going to get there or not in at least in the next calendar year. But um where do you think we really are in these markets right now, Ben. Well, I think, you know, we talked abo ...

HEY I'M CRAMER. WELCOME TO MAD MONEY. WELCOME TO CRAMERICA.OTHER PEOPLE MAKE FRIENDS I'M JUST TRYING TO SAVE A LITTLE BIT OF MONEY OUT HERE. MY JOB IS NOT JUST TO ENTERTAIN BUT TO PUT IT IN CONTEXT. SO CALL ME AT ONE 807.43 CNBC OR TWEET ME AT JIM CRAMER. WHEN I WAS RUNNING THE STREET. COM, THE ONLINE NEWS JOURNAL I STARTED IN 1995, I FOUND OUT HOW HARD BUSINESS COULD BE.HARDLY A QUARTER WENT BY WHERE WE COULD MEET OUR QUOTA FOR AD REVENUE, WHICH IS WHY WE SET UP MORE STABLE SUBSCRIPTION BUSINESS TO CUSHION ...

Group 1: AI Bubble Concerns - Michael Burry has expressed concerns about a historic bubble in AI, comparing it to the dot-com and housing bubbles, predicting a potential disaster [3][7]. - He has warned that leading tech companies are experiencing a slowdown in cloud-computing growth and are overinvesting in equipment, which could harm shareholder value [6]. - Burry predicts the AI bubble will burst within two years and has advised investors to cash out their winnings from high-flying assets [8]. Group 2: Cryptocurrency and Gold - Burry criticized bitcoin trading at $100,000 as "the most ridiculous thing," stating it is "not worth anything" and worse than a tulip bulb due to its association with crime [10]. - He has owned gold since 2005, indicating a preference for traditional assets over cryptocurrencies [10]. Group 3: Federal Reserve and Banking System - Burry has criticized the Federal Reserve for causing significant damage over its history and suggested that a Treasury department could manage interest rates and money supply more effectively [11]. - He warned that the US banking system is showing signs of fragility, with banks weakening rapidly [11]. Group 4: Personal Investment Portfolio - Burry has shared details of his personal portfolio, which includes positions in Lululemon, Molina Healthcare, Shift4 Payments, Fannie Mae, and Freddie Mac [12]. - He revisited his sale of GameStop before its price surge in January 2021, indicating a lack of foresight regarding the stock's future performance [12].

When I was writing How to Make Money in Any Market, I tried to isolate growth stocks where I could find them. I was concerned that if every growth stock I highlighted was linked to the data center, you'd end up with a portfolio that could crush you the moment the data center story went out of style in the Wall Street fashion show, which of course is exactly what happened. So I looked at healthcare and tried to figure out which growth stocks would come from that typical double-digit growth sales cohort.I tho ...

Semiconductors have accounted for three of the nine industry groups that met the bubble criteria going back to 1991, according to Ned Davis Research Chief Thematic Strategist Pat Tschosik. ...

If AI is a bubble, shouldn’t the valuation multiples be much higher?Shouldn’t the companies be less profitable?Shouldn’t the adoption of the products be harder to identify?The only bubble that exists is the number of people predicting the non-existent bubble. ...

Market Analysis - Chipmakers in the US stock market are potentially in a bubble, according to Harvard Business School professors [1]

It's time for Jim and stop trading. >> Tripping a piece out by Deutsche Bank about the consu this consumer product group and it talks about how Coca-Cola uh which is one of the great companies of our lifetime right the stock's up 14%. I want to compare that to ARM that's my there I'm talking about my friend Rene Hos and that stock is down and this when a lot of people feel that ARM is handinand with Nvidia and ARM is uh it's up 1% but it's down six today.This is what I'm talking about. The bubble. The bubbl ...