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Is Big Tech's soaring AI spending creating a bubble? Here's what it means for stocks.
MarketWatchยท 2025-11-02 17:00
Core Viewpoint - The technology sector is experiencing a rally, with bullish investors believing it can continue, while bearish investors are concerned about a potential repeat of the early-2000s dot-com crash [1] Group 1 - Bullish investors argue that the current tech rally is supported by strong fundamentals and ongoing innovation in the sector [1] - Bearish investors caution that the market may be overvalued, drawing parallels to the unsustainable growth seen during the dot-com bubble [1] - Historical data shows that tech stocks have seen significant gains recently, but there are concerns about sustainability and potential corrections [1]