U.S. Federal Reserve Chair Jerome Powell on Tuesday called stocks "fairly highly valued". Sha Hanting / China News Service / VCG via Getty Images Close Key Takeaways The present AI frenzy is often compared with the Dotcom Bubble of the 1990s, a parallel that some investors think was invoked, intentionally or not, by Federal Reserve Chair Jerome Powell on Tuesday. "Equity prices are fairly highly valued,†said Powell when asked during an appearance in Rhode Island about the Fed's risk tolerance. Nonetheless, ...

CNBC's "Mad Money" host Jim Cramer highlighted the conflicting forces driving the artificial intelligence (AI) sector, pointing to both caution and urgency in corporate spending. This comes amid a report from GQG Partners, which argues that the AI investments are exhibiting the dotcom era “on steroids.”Cramer Says AI Spending Hate Won't Stop The Demand SurgeCramer’s post on X captures the essence of the AI arms race that GQG believes is inflating a dangerous bubble.He highlights that a simultaneous “revulsi ...

If Nifty50’s market cap shoots up 10 per cent in a day, it would gain around $225 billion. Compare this to a single stock – Oracle Corporation adding $255 billion to its market cap within few hours on September 10! The message from investors is clear: The AI mania is running up and strong.The software giant grabbed headlines when its shares gained 36 per cent on September 10. With this massive move up, the stock added over $255 billion to its market cap – joining the exclusive club of stocks that have gaine ...

Global investment firm GQG Partners has issued a stark warning that the current technology market is exhibiting “dotcom-era overvaluation,” with a combination of soaring capital spending and weakening fundamentals that could lead to repercussions more pronounced than the 1999 crash.Current Conditions More Fragile Than Dotcom Bubble?In a new research report titled “Dotcom on Steroids,” the firm argues that the AI-driven boom has pushed the tech sector to a dangerous inflection point, masking underlying risks ...

Global investment firm GQG Partners has issued a stark warning that the current technology market is exhibiting “dotcom-era overvaluation,” with a combination of soaring capital spending and weakening fundamentals that could lead to repercussions more pronounced than the 1999 crash.Current Conditions More Fragile Than Dotcom Bubble?In a new research report titled “Dotcom on Steroids,” the firm argues that the AI-driven boom has pushed the tech sector to a dangerous inflection point, masking underlying risks ...

I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...

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