Echoes of 1999: Why the AI Investment Bubble Will End Like the Dot-Com Crash

AI capex cycle likely to end with market pushback, not spending cuts: Jefferies

New Delhi [India], July 5 (ANI): The AI investment cycle is most likely to end not because US hyperscalers cut spending, but because markets start pushing back against the lack of returns, Global Brokerage firm Jefferies said in a report.The report argued the turning point will come when investors focus on what it calls a massive wealth transfer from hyperscalers' balance sheets to North Asia. The combined marke

AI Bubble Fears Trigger Tech Rout As (NASDAQ: NVDA) Nvidia, (NASDAQ: MU) Micron And Chip Stocks Slide

A wave of selling across technology stocks is intensifying fears that the artificial intelligence spending boom may not deliver the returns investors have been counting on. The tech-heavy Nasdaq Composite fell approximately 2 on Tuesday afternoon as major AI-related names continued their decline for a second consecutive session. Nvidia and Alphabet, two of the most [] The post AI Bubble Fears Trigger Tech Rout As (NASDAQ: NVDA) Nvidia, (NASDAQ: MU) Micron And Chip Stocks Slide appeared first on Foreign Policy Journal.

Forget AI Bubble Fears. The Stock Market Keeps Getting Cheaper

Valuations keep falling for stocks.

The BIS warns an AI bust could hit credit markets as hard as the 2008 financial crisis

The Bank for International Settlements warned on Sunday that an AI investment bust could hit credit markets with disruption comparable to the 2008 financial crisis. In its annual report, the Basel-based institution listed AI-led risks alongside inflation and fiscal stress as “pressure points” that “demand attention.” “Disappointment in returns could trigger a sudden pullback in [] This story continues at The Next Web

Hype Or Hope? AI Run Leading To More Stock Scrutiny

Hype Or Hope? AI Run Leading To More Stock Scrutiny

AI boom risks global financial crash, warn central bankers...

AI boom risks global financial crash, warn central bankers... (Top headline, 1st story, link) Drudge Report Feed needs your support! Become a Patron

The AI Boom Could Be a Bad Reason to Buy Utility Stocks. Try This ETF Instead.

Investors who are bullish on AI might want to avoid this sector.

AI boom reshapes FX markets through equity hedging flows

AI boom reshapes FX markets through equity hedging flows

AI has taken over the stock market. The bond market is next

Judging credit risk of the AI boom is difficult

US stocks slide, as Wall Street gets AI wake-up call

Wall Street got a reality check as a bruising sell-off in several technology giants fuelled concern the artificial intelligence frenzy that has powered the equity bull market might be overblown. The tech rout engulfed global stocks as worries about frothy valuations ignited a fresh bout of volatility after a nearly three-month surge in riskier assets. The SP fell 1.4 per cent. The benchmark index is coming off 11 weekly gains out of the last 12, led largely by technology stocks. The Dow Jones...

There is an AI bubble and it will burst...but is that such a bad thing? – The Economy of Everything

There is an AI bubble and it will burst...but is that such a bad thing? – The Economy of Everything

Expert Warns: Copper Demand Surges, With Supply Deficit Expected

(NaturalNews) The ongoing artificial intelligence (AI) boom is driving a surge in copper demand that will lead to an unavoidable supply deficit within five years, a...

Tech Stocks Drive ‘Unnerving’ Sell-Off in Global Markets

Global stock markets shuddered on Tuesday, dragged down by tech companies, as investors suggested that enthusiasm for artificial intelligence companies may be approaching its limits. The firms at the forefront of A.I. and chip-making have an outsize impact on market benchmarks, after a long — if sometimes volatile — rally pushed indexes to record highs. []

Tech selloff stirs bubble fears in US stock market

Soaring valuations, dramatic swings in the market value of trillion-dollar companies, and periodic sharp selloffs have fueled growing concerns that parts of the U.S. stock market may be in a bubble. Investors have long been skeptical of the astronomical gains in AI and semiconductor stocks, questioning whether Wall Street is inflating another speculative bubble. Markets reporter Saqib Ahmed has more. #stockmarket #AIbubble #speculation #stockbubble

ASX set to edge up; Apple dives after hiking prices; Oil jumps after Hormuz attack

The stock market is drifting in mixed trading after several artificial-intelligence stocks veered back up their roller-coaster ride, while Apple dropped after hiking prices on many of its products.

ASX set to edge up, Wall Street drifts higher; Apple dives after hiking prices

The stock market is drifting in mixed trading after several artificial-intelligence stocks veered back up their roller-coaster ride, while Apple dropped after hiking prices on many of its products.

Europe’s AI moment: Four imperatives for business leaders

Business in the age of artificial intelligence (AI) moves with dizzying speed. More powerful models launch regularly, bringing new opportunities and risks. Fresh use cases emerge daily, increasingly leaning on the orchestration power of agentic AI. Innovation boundaries recede as the cost of inference declines and robotics accelerates. It’s as if we’re permanently on fast []

Funds Fret Over $4.4 Trillion AI Trio’s Grip on Emerging Markets

Investors are rotating beyond AI winners in emerging markets, where just three technology stocks worth 4.4 trillion drive an outsized share of returns.

The AI Paradox: How AI is reshaping the commercial office market

Market analysts estimate that this AI-led disruption could eliminate 9-12 of the IT industry revenue in the near term, directly impacting the CRE market

Korea’s Chips Rally Is Driving Its Stock Market Into a Danger Zone

The rally driven by the global artificial-intelligence boom has exposed structural vulnerabilities in a stock market unaccustomed to wild swings.

Wall Street drifts to a mixed finish after Micron soars and Apple drops

The U.S. stock market drifted to a mixed finish after several AI stocks veered back up the roller coaster, while Apple shares dropped after hiking prices on many of its products.

Tech stocks tumble on concerns over AI spending

A sudden wave of selling in major tech shares triggers doubt over the sustainability of the AI boom.

Credable rebrands to _able after facilitating $650 million in loans across Africa

The move reflects a growing market for companies that provide the technology powering digital finance services.