DNY59/E+ via Getty Images Pardon the mixed metaphor, but I couldn’t resist. Jamie Dimon, Chairman and Chief Executive Officer of JP Morgan Chase, whose comments are always insightful and direct, said the following last month with regard to the bankruptcy filings from First Brands, an auto parts supplier, and Tricolor, a seller of and subprime lender against used cars: “My antenna goes up when things like that happen. And I probably shouldn’t say this, but when you see one cockroach, there are probably m ...

Core Viewpoint - The significant investments by US tech giants in AI could lead to substantial stock price fluctuations, with potential malinvestment risks highlighted by investor Bill Gross [1][2]. Investment Trends - Major tech companies, including Amazon, Meta, Microsoft, and Oracle, are projected to invest over $300 billion in AI this year [4]. - The focus is on AI data centers, with "hundreds of billions" being allocated for infrastructure such as microchips and servers [3]. Market Performance - The stock prices of the nine most valuable tech companies have more than doubled since the beginning of 2023, with Nvidia increasing approximately 12-fold and Meta around six-fold, leading to a combined market value exceeding $22 trillion [5].