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X @Bloomberg
Bloomberg· 2025-12-01 14:08
At a superficial level, the AI and dotcom bubbles seem very similar. But in fact, says Charles Gave of investment research group Gavekal, the dotcom boom was far more rational. So what should investors doing to protect their wealth? https://t.co/WBXdGd9yHH ...
AI valuations are high but no dotcom bubble, says Bessemer Venture Partners' Byron Deeter
CNBC Television· 2025-09-29 16:06
give you a sense that there's a little bit of, I don't know, bubblicious stuff going on. More on that later. Let's move on though, on this and focus on those stocks amid some warnings from investors at least, that spending is maybe getting out of hand.Ken Griffin saying, for example, to Sarah last week that right now there are echoes of the. com bubble and David Einhorn saying, quote, the numbers that are being thrown around are so extreme that it's really hard to understand them. I feel like I've said some ...
Ken Griffin on AI: 'There's obviously echoes of the dotcom bubble in this moment'
CNBC Television· 2025-09-25 18:40
Well, that that has been what the administration is trying to do, right. That's why they lifted some of the export controls on chips. >> Well, then they turned around and said, "You're going have to pay a special payment to DC to sell the chips." And and look where we are today.>> Right. >> Right. >> What about the all of the enthusiasm around AI and these these eyepopping deals that get announced nearly every day.Nvidia and Alibaba, Nvidia and Open AI. I mean, are you are you a buyer of all of this optimis ...
X @Investopedia
Investopedia· 2025-08-11 02:00
Overview - The report discusses the dotcom bubble's rise and fall [1] - It analyzes the bubble's impact on tech stocks [1] - The report highlights key lessons for investors [1] Market Analysis - The report explains why the dotcom bubble burst [1] - It examines how the bubble shaped the tech market landscape [1]