A key segment of the U.S. stock market, comprised of companies with strong balance sheets and stable earnings, is experiencing a period of underperformance relative to the rest of the market, drawing comparisons to the dot-com bubble of 1999.S&P 500 Quality Index Lags Broader Market By Most In 26 YearsAccording to the data pointed out by Jeff Weniger, the Head of Equities at WisdomTree, the S&P 500 Quality Index has lagged the broader S&P 500 by a substantial margin.This lag is the most pronounced since 199 ...

The S&P 500 now traded at the highest valuation since the dot-com bubble. ...

Goldman Sachs CEO David Solomon on Friday warned that an AI investment frenzy may be overdone – and that stock markets are due for a “drawdown”.Major US stock indexes have notched record high after record high this year on the promise of artificial intelligence, but there’s a good chance that not all of those investments will deliver big returns, Solomon said during Italian Tech Week in Turin, Italy, on Friday.He noted that the internet craze of the late 1990s and early 2000s drew a frenzy of investment in ...

A couple of weeks ago, it was announced that OpenAI is going to invest up to $300 billion in Oracle’s cloud computing.This week, Nvidia committed $100 billion of investments into OpenAI.Oracle is spending billions of dollars on Nvidia’s GPUs.Nvidia invests in OpenAI who then invests in Oracle who then invests in Nvidia and Finkle is Einhorn and Einhorn is Finkle.We’ve reached the mutually assured destruction phase of the AI bubble where the tech giants have decided they’re all in this together. If one is go ...

Businesses that can gain the most operational leverage from generative AI could see their earnings grow much faster over the next decade. And if history is anything to go by, the biggest winners of any technological revolution tend to be smaller companies, not just tech companies. Here's why investors should pay more attention to smaller businesses taking advantage of AI.But Palantir's product is still a facilitator for businesses to use AI more effectively in their operations. And those are the second-orde ...