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…
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…
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….
S&P 500 down 4% from Oct record high, Nasdaq off 7% from peak Volatility rising, indexes see biggest swings since April Tech stock declines, prospects for Dec Fed rate cut in focus NEW YORK, Nov 23 (Reuters) – Stock market investors are preparing for a turbulent year-end sparked by uncertainty over near-term Federal Reserve interest…
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…
Image source: Getty Images Could there be a stock market correction or even a crash before the end of 2025? Nobody really knows. The predicted timelines of the next major meltdown are always speculation rather than a guaranteed fact. Nevertheless, there are some real storm clouds gathering on the horizon that have me concerned, especially…
Time to buy? It depends on what you’re considering. After a powerful run earlier in the year, the tech-heavy Nasdaq Composite (^IXIC +0.88%) has slipped from recent highs as investors reassess how much they are willing to pay for artificial intelligence (AI) beneficiaries. Spooked, some investors are seemingly rotating out of some of the most…
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…
Nvidia stock has climbed 1,000% over the past five years. Nvidia (NVDA 1.06%), reporting earnings that blew past analyst expectations, once again wowed investors — this is at least the fifth consecutive time that’s happened. The world’s top designer of artificial intelligence (AI) chips has seen remarkable growth thanks to high demand for these essential…
AI chipmaker Nvidia beat Wall Street expectations this week, announcing soaring revenues while downplaying growing fears of an AI bubble. The company’s chips have been at the center of the ongoing AI boom, with AI companies’ valuations soaring to astronomical levels while their revenues continue to lag far behind. Despite plenty of shakiness in the…