Analyst who called the dot-com bubble says Americans are turning a deaf ear to AI warnings—and a worse meltdown than 2008 looms

Analyst who called the dot-com bubble says Americans are turning a deaf ear to AI warnings—and a worse meltdown than 2008 looms

Albert Edwards, the outspoken Global Strategist at Société Générale—a figure who even refers to himself as a “perma bear”—is certain that the current U.S. equity market, driven largely by high-flying tech and AI, is experiencing a dangerous bubble. (Société Générale, to be clear, does not hold the view that U.S. stocks or AI stocks are…

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Smart Investor: Is the AI Boom Bound to Burst, ‘Brittle’ Sentiment on Stocks, and Big Tech Earnings Winners and Losers

Smart Investor: Is the AI Boom Bound to Burst, ‘Brittle’ Sentiment on Stocks, and Big Tech Earnings Winners and Losers

Want to stay informed with market insights and investing ideas from Morningstar? Sign up for my weekly Smart Investor newsletter here If the stock market’s artificial intelligence boom turns out to be a bubble, it could very well be the most widely anticipated collapse in market history. Rajiv Jain has three decades of money management…

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Weekly market update: November | MarketScreener

Weekly market update: November | MarketScreener

Macro: The Nvidia miracle did not happen after all. Despite the publication of impressive results and the company’s attempts to reassure investors, the upturn was short-lived, leading to a decline in technology stocks. Even more surprisingly, European defense stocks have also suffered recent setbacks, penalized by the prospect of peace talks between Ukraine and Russia….

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Why Oracle (ORCL) Stock Is Down Today

Why Oracle (ORCL) Stock Is Down Today

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5.7% in the afternoon session after a mix of negative news created headwinds for the company, including a potential cybersecurity breach, rising credit risk, and skepticism about its ability to quickly turn its AI investments into revenue. The decline occurred as concerns grew over high valuations for…

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Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals

Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals

Nvidia CEO Jensen Huang told employees this week that the company has been pushed into a no-win situation by mounting fears of an AI bubble, even as it continues to post blockbuster results, according to audio of an internal all-hands meeting reviewed by Business Insider. “The market did not appreciate our incredible quarter,” Huang said…

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