Wall Street’s AI ‘bubble’ echoes dotcom excesses, Ray Dalio warns

Howard Marks and Ray Dalio see plenty of DeepSeek aftershocks

While Wall Street’s panic over DeepSeek has faded, some market veterans see signs of bubbles and FOMO that have not been flushed out by this episode.

AI 'bubble' echoes dotcom excesses, warns billionaire investor Ray Dalio

Investor exuberance over artificial intelligence (AI) has fuelled a "bubble" in United States stocks that resembles the build-up to the dotcom bust at the turn of the millennium, billionaire investor Ray Dalio has warned.

Five Things: AI bubbles, a stock crash, spurned suitors and multibillion-dollar M&A deals

Good morning, Boston. Did you feel yesterday’s earthquake? I was downtown and just assumed it was a truck going by. Little did I know it was a temblor. Here are the five things you need to know in local business news to start your busy Tuesday. One of the largest public tech companies in Massachusetts is going to be acquired by a Missouri-based Fortune 500 company, Jess Aloe reports — meaning one less locally run public company employer. Hannah …

Billionaire Investor Ray Dalio Sounds Alarm On Potential AI Stock Bubble Akin To Dotcom Crash: '...Very Similar To Where We Were Between 1998 Or 1999' - Meta Platforms (NASDAQ:META), NVIDIA (NASDAQ:NVDA)

Billionaire investor Ray Dalio issued a warning on Monday about a potential bubble in U.S. artificial intelligence (AI) stocks, drawing parallels with the dotcom bust of the early 2000s. What Happened: Dalio, founder of Bridgewater Associates, has raised alarms over the soaring valuations of U.S. AI stocks, warning of a potential bubble fueled by high prices and interest rate risks. "Where we are in the cycle right now is very similar to where w…

Wall Street’s AI ‘bubble’ echoes dotcom excesses, Ray Dalio warns

Billionaire investor says US stocks are in ‘very similar’ position as lead-up to internet bust at turn of millennium

Ray Dalio: Smart Investment Strategies for 2025 | The Acquirer's Multiple®

In this interview with the All-In Podcast, Ray Dalio explains how investors often focus on buying great companies but overlook the importance of pricing, which can turn a great company into a poor investment if it’s overpriced. This is particularly concerning in a high-interest-rate environment, reminiscent of the late 1990s when hot, overvalued assets dominated. Rising interest rates and asset pricing need careful attention. Diversification is …