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Top analyst says the U.S. bull market dates all the way back to the 1980s, and stocks just hit a potentially unsustainable 363% of GDP
Yahoo Finance· 2025-09-23 16:46
Group 1 - The total value of U.S. stocks has reached 363% of GDP, surpassing the 212% mark during the dotcom bubble, indicating a potential warning of an unsustainable market [1] - The S&P 500 index recently closed at a record 6,501, resulting in a trailing P/E ratio of 30x, a level seen only during rare market moments, including the tech frenzy from 1999 to 2002 [2] - Earnings growth has not kept pace with inflation, with investors now receiving $3 of earnings for every $100 invested, down from $5 in 2022, suggesting that stock price increases are driven more by rising multiples than by corporate profit growth [2] Group 2 - Historically, the value of U.S. equities averaged 72% of GDP from Q3 1955 to Q3 1985, but recent gains have primarily come from a rising profit share of GDP and higher P/E multiples rather than economic growth [3] - The concept of "financialization" of the U.S. economy since the 1980s has been highlighted, indicating a detachment of financial performance from fundamentals [4] - Cultural references, such as "The Big Short" and Oliver Stone's "Wall Street," illustrate the dynamics of greed and financial performance in the context of the 1980s [4]
AI Stocks Are Dragging on the Market in Reversal of Yesterday's Rally
Barrons· 2025-09-23 15:23
CONCLUDED Stock Market News From Sept. 23, 2025: Nasdaq Falls 1% Last Updated: 7 hours ago AI Stocks Are Dragging on the Market in Reversal of Yesterday's Rally Topics Memberships Subscribe to Barron's Tools Customer Service Customer Center Network By Connor Smith Wall Street just played a reverse card on the artificial intelligence rally. A day after AI stocks and Apple boosted the S&P 500 to fresh highs despite bad market breadth, it was the very same stocks that were dragging on the index. The S&P 500 wa ...
Alibaba's Stock Price Does Not Reflect The Reality
Seeking Alpha· 2025-09-23 13:11
I have worked in the technology sector for over 4 years. This included working with industry stalwarts like IBM. I have done my MBA in finance and have been covering various blue chip stocks for the past 6 years. Having hands-on knowledge in the technology sector has helped me gain valuable insights into the ups and downs of this sector and predict winners and losers more accurately.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans ...
X @Bloomberg
Bloomberg· 2025-09-23 12:34
RT Bloomberg en Español (@BBGenEspanol)¿Por qué Trump quiere cobrar US$100.000 por la visa H-1B? La medida sacude a gigantes tecnológicos y golpea con fuerza a India, que concentra gran parte de estas visas. @ethomson1 explica qué está en juego: https://t.co/NOPlPuwWq2 https://t.co/VLN6ywrhNe ...
Tesla China Registrations Ramp As Expectations Rise For EV Giant's Q3 Global Deliveries
Investors· 2025-09-23 12:09
ANALYSIS: Weight-Loss Craze Boosts This $186 Billion Industry Get market updates, educational videos, webinars, and stock analysis. Get Started 9/22/2025Dow Jones Futures: Nvidia stock, Tesla and Apple were big... INVESTING RESOURCES Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! IBD Videos Tesla (TSLA) announces global third-quarter deliveries next week and the EV giant just posted its strongest weekly Chi ...
Top 3 Tech Stocks Which Could Rescue Your Portfolio In September
Benzinga· 2025-09-23 10:33
The most oversold stocks in the information technology sector presents an opportunity to buy into undervalued companies.The RSI is a momentum indicator, which compares a stock’s strength on days when prices go up to its strength on days when prices go down. When compared to a stock’s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30, according to Benzinga Pro.Here's the latest list of major overso ...
Nvidia CEO on the $100 billion investment in OpenAI: This partnership is 'monumental in size'
CNBC Television· 2025-09-22 16:49
Jensen, step back for me. I mean, a few days you you're all over the place, literally. I mean, you're in the UK.I saw the white bow tie and all that. The talk here is very nice. Um, but you're also doing a lot of investments.The Intel investment announced last week quite a bit smaller than this one, but seems significant also because it's weaving Nvidia technology in the PCN data center level in a way that perhaps it wasn't before. Where do these kinds of investments fit in. How do you think about the value ...
How Community-Based Interventions Can Unlock Global Futures | Verse Hough | TEDxNUTM
TEDx Talks· 2025-09-22 16:18
[Music] Great. All right. So, the name is pronounced Vo.Thank you. Benway state. All right.Thank you. Slide working. All right.So um what if the little effort you can make your voice your ideas your resources could transform completely someone's life. So today we'll talk about um community based interventions and how they can transform global futures. And if there's one thing I'd like you to take away from here is to realize that you don't need humongous efforts.That little thing you can do could really shi ...
Euro Stoxx Holds Gains as Auto Stocks Slide, Tech and Miners Lift Market Amid Fed Uncertainty
FX Empire· 2025-09-22 16:03
EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...
CoreWeave CEO on H-1B visas: Additional fee is 'sand in the gears' for access to talent
Youtube· 2025-09-22 15:37
Group 1 - The administration has announced a significant increase in the H-1B visa application fee to $100,000 from the previous fee of $215, which is expected to impact technology companies' access to talent [1] - Technology companies rely on skilled individuals to drive innovation and growth, and the additional fee may hinder their ability to attract necessary talent [2][3] - The competitive landscape will be affected as the new fee decelerates access to certain talents, although companies will comply with the new regulations [2][3]