Market Bulls Brush Off Bubble Warnings
Are We in a 1999 Moment? Market Bulls Push On Despite Bubble Warnings The stock market took a brief pause after hitting yet another record midweek, but bullish sentiment hasn’t budged. Despite lofty valuations, many investors believe the optimism is justified — once third-quarter earnings season kicks into full swing next week, they expect their […]
Tesla Shifts Gears — From EVs to AI and Autonomy
Tesla Stock Rebounds After Disappointing Reveal — Focus Shifts to FSD and Robotaxi Future Tesla’s stock bounced back Wednesday, clawing back some of the losses from Tuesday’s selloff after its new, lower-priced Model 3 and Model Y versions failed to impress investors hoping for entirely fresh models or deeper price cuts. The recovery may be […]
AI Stocks Still Rising — But for How Long?
Competition: The Biggest Risk to the AI Tech Boom After Tuesday’s selloff fueled by worries over Big Tech’s massive AI spending, stocks look poised to rebound — even as questions swirl about whether the sector’s explosive growth is edging into bubble territory. Goldman Sachs strategists aren’t sounding the alarm just yet. In a note led […]
AMD Soars as OpenAI Deal Ignites $100B AI Boom
Jefferies analysts just made a bold reversal — upgrading Advanced Micro Devices (AMD) to a buy after the chipmaker’s shares surged on news of a major partnership with ChatGPT maker OpenAI. The tone of Jefferies’ note almost reads like an apology rather than a routine upgrade. “We rarely do this,” wrote analysts led by Blayne […]
🔥 Dollar Drop Fuels Record Highs in Gold and Bitcoin
The “Debasement Trade” Gains Momentum Amid Dollar Weakness and Government Shutdown The so-called “debasement trade” — a strategy popularized by retail investors in late 2024 as a hedge against a weakening U.S. dollar — appears to be gathering new momentum. At the core of this trade is growing concern about the decline in the dollar’s […]
AI Hype Hits a Wall: What Investors Should Know
Research Firm Warns: AI Boom Fueled by Cheap Money May Already Have Hit Its Limits Artificially low interest rates have fueled massive investment into AI — but the technology may already be approaching its scaling ceiling, according to independent research firm MacroStrategy Partnership. The firm, which advises over 200 institutional clients, issued a note led […]
