It’s Not Just An AI Bubble. Here’s Everything At Risk
The Magnificent 7 tech giants drive nearly 40% of the S&P 500 as AI investment fuels a market rally amid warnings of a broad asset bubble.
5 Articles
5 Articles
Exclusive: AI won't become a bubble as long as everyone stays 'thoughtful and disciplined,' Microsoft's Brad Smith says
Fresh off Microsoft’s new agreement with OpenAI—in which the artificial intelligence company agreed to buy $250 billion of cloud services from the enterprise software company’s Azure unit—Microsoft president and vice chair Brad Smith, perhaps unsurprisingly, is bullish about the long-term future of AI. But he did inject one brief note of caution in a conversation with Fortune at Web Summit in Lisbon on Tuesday. “I obviously can’t speak about eve…
It’s Not Just An AI Bubble. Here’s Everything At Risk – RamaOnHealthcare
From an AI-fueled stock rally to record-high gold, the signs are stacking up that nearly every asset class is due for a reckoning.Asset bubbles give off a scent. Stocks far outpace earnings. Junk debt looks gold-plated. But, no matter how good the rally feels, eventually skepticism arises. The question is whether the smoke alarm is [...]
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