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 […]
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 […]
Federal Reserve Split as Data Goes Dark
A Tough Moment for Data to Disappear The Federal Reserve already faces a delicate balancing act: setting interest-rate policy amid stubborn inflation and a cooling labor market. Now, the government shutdown threatens to make that task harder by delaying critical economic reports, including this month’s jobs data. Fed policymakers have weathered shutdowns before, but today’s […]
