Stocks aren't cheap and tech keeps climbing. Is this 2000 all over again? ...

政府停摆对经济数据发布的影响 - 联邦政府停摆可能导致多项经济指标发布延迟，包括美国贸易逆差数据、每周初请失业金人数和批发库存数据[1][3] - 部分重要经济数据仍将按计划发布，包括消费者信心数据和美联储会议纪要[1] - 由于美联储资金不依赖国会拨款，其日程安排不受影响，将继续按计划进行[3] 美联储政策与官员动态 - 美联储将发布最近一次议息会议纪要，该次会议进行了2025年首次降息[4] - 投资者将关注美联储新任理事Stephen Miran的影响，其曾主张更大幅度的降息，Miran定于周二发表讲话[4] - 多位美联储官员计划发表讲话，包括主席杰罗姆·鲍威尔、副主席米歇尔·鲍曼等[3][4][11] 重点公司财报与业绩展望 - 饮料巨头百事公司预计发布财报，其Frito-Lay部门和北美销售可能面临挑战[6] - 达美航空在恢复业绩展望并报告超预期业绩后，将于周四公布财报[7] - 牛仔裤制造商李维斯公司在上一季度实现收入增长，尽管面临关税压力，将于周四发布财报[7] 消费者行业与零售活动 - 星座品牌预计报告销售下滑，该公司上月因担忧关税和需求疲软而下调展望[6] - 亚马逊将于10月7日至8日举行Prime Big Deal Days销售活动，沃尔玛也将举办自己的促销活动[7][11] - 百事公司和达美航空等大型消费品牌财报可为了解美国消费者状况提供参考[5] 科技行业活动 - ChatGPT制造商OpenAI计划于周一举办DevDay开发者大会，华尔街分析师预计将发布新功能和公告[8][11] - 应用数字公司定于周四发布财报[1][11]

Torstston, it is fantastic to see you here. Even if we don't have the jobs data to talk about here today, before we sort of dig into the big picture, I'm curious if you have any first blush reaction to the ISM services number that we just got, considering it came in a little bit weaker than estimated at at 50. Yeah, what's interesting about what just came out is that yes, the headline number was a bit weak, but at the same time prices paid, meaning what are service sector companies paying for inputs into th ...

The ‘AI Bubble’ has become the new face of the boundary line that demarcates bullish from bearish territories in the stock market today.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors ...

Table of Contents Expand Table of Contents Most of the S&P 500's top stocks this year are directly tied to AI. Michael Nagle / Bloomberg / Getty Images Close Key Takeaways The U.S. stock market entered the final quarter of the year near record highs, boosted by soaring AI stocks that have become increasingly critical for the market's performance. The Mag 7's "share prices are a daily referendum on whether AI is considered hype or reality,†wrote Christopher Gannatti, Global Head of Research at WisdomTree, in ...

Warren Buffett, the chairman and CEO of Berkshire Hathaway (BRK.A) (BRK.B), has become as well known for his memorable turns of phrase as for his investment track record. His words often blend humor, pragmatism, and timeless lessons for investors. The topic of financial bubbles and speculation remains evergreen, following a relatively straightforward and almost predictable path. While nobody ever knows when the next bubble will burst or how harshly, rampant speculation and overvaluations cannot continue f ...

Key Takeaways Citigroup analysts on Tuesday forecast hyperscalers would spend even more on AI infrastructure next year than previously expected. The AI data center buildout is increasingly being financed by debt rather than cash flows, an evolution that exposes the AI boom to new vulnerabilities like default and interest rate risk. Other financing methods, like the investment agreement announced by OpenAI and Nvidia last week, have worried some onlookers fearful of an AI bubble. After a series of ...

Dot-com era parallels are worth studying as the stock market powers higher. ...

Thesis: Companies may be struggling to figure out how to spend their money. Excess cash, especially among big tech companies, and the fear of missing out could fuel an AI bubble as companies make risky and potentially excessive bets onMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many u ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG either through stock ownership, options, or other derivatives. I wrote this article mysel ...