#market-bubble
#market-bubble
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fromFortune
3 weeks agoAnalyst who called the dot-com bubble says Americans are turning a deaf ear to AI warnings-and a worse meltdown than 2008 looms | Fortune
"I think there's a bubble but there again I always think there's a bubble," Edwards told Bloomberg's Merryn Somerset Webb in a recent appearance on her podcast Merryn Talks Money, noting that during each cycle, there is always a "very plausible narrative, very compelling." However, he was unwavering in his conclusion: "it will end in tears, that much I'm sure of."
Business
Tech industry
fromFuturism
3 weeks agoTop Economist Warns That AI Data Center Investments Are "Digital Lettuce" That's Already Starting to Wilt
Heavy GPU-driven AI investments risk losses due to rapid hardware degradation, technological obsolescence, and optimistic depreciation assumptions inflating company valuations.
fromFortune
3 weeks agoNvidia turns negative after Ray Dalio warns the latest market boom is a 'big bubble with big wealth gaps' poised for a politically explosive bust | Fortune
"There is definitely a bubble in markets," Dalio said, adding that while the situation doesn't perfectly match 1929 or 1999, the indicators he tracks show the U.S. is closing in fast. "The picture is pretty clear," he said. "But we don't have the pricking of the bubble yet." And, crucially: "A lot can go up before the bubble bursts."
Artificial intelligence
Business
fromFortune
2 months agoHedge fund billionaire Paul Tudor Jones says 2025 is 'so much more potentially explosive than 1999' because of the way bull markets always end | Fortune
Financial markets in 2025 resemble the 1999 tech boom and could be even more explosively vulnerable to a severe crash.
Tech industry
fromTheregister
8 months agoWhat goes up must come down? AI datacenter spending inflates
Investors must recognize potential bubbles in the datacenter and AI sectors, warning of repeating past mistakes.
Merger and acquisition activity in datacenters is reaching unprecedented levels as AI drives investment interest.
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