Breaking
CONSTRUCTION DIVE Federal authorities disrupt China-backed hacking operation targeting US critical infrastr… Neutral NEW YORK TIMES BUSINESS Two More Oil Tankers Are Attacked in the Strait of Hormuz Strong Bullish THE GUARDIAN US NEWS US Open 2026: Fery, Rybakina, Fritz and Keys in action on day three – live Strong Bullish THE VERGE Samsung’s Galaxy Z Fold 8 Ultra hits its lowest price since launch Neutral NORTHERN MINER Collective extends Colombia’s Apollo on 15-g/t gold hit Neutral THE VERGE GoPro has been acquired and is getting into ‘defense, government, robotics and aerospace’ Neutral CNBC TOP STORIES Crypto enters September with legislative policy gamble hanging by a thread Bearish COINTELEGRAPH BofA, Citi, Goldman Sachs among 21 institutions planning stablecoin launch Neutral NEW YORK POST BUSINESS OpenAI slams Apple trade-secret theft lawsuit as ‘baseless’: ‘A mess of Apple’s own makin… Optimistic CBS NEWS Ex-Border Patrol commander Bovino was under investigation when he retired Pessimistic CNBC TOP STORIES Tropical Storm Edouard could reach hurricane strength as it approaches Texas and Louisiana Strong Bullish CBS MONEY WATCH Ford recalls nearly 149,000 Mustang vehicles over potential power issue Optimistic FREIGHTWAVES By the numbers: diesel futures surging Tuesday to possible post-war high Bearish WSJ ECONOMY Heard on the Street: The war-driven rise in oil prices is making Treasury Secretary Scott… Strong Bullish FREIGHTWAVES August’s manufacturing PMI dips to 54.6; supply chain constraints persist Neutral CNBC TOP STORIES Jim Cramer says selling Amazon shares over new FTC lawsuit would be 'hysterical' Bearish NEW YORK POST BUSINESS ‘Rich Dad Poor Dad’ self-help author Robert Kiyosaki is $1.2 billion in debt: report Pessimistic ABC NEWS NY's plan to charge fossil-fuel producers $75B for climate change damages struck down Bearish FREIGHTWAVES Mexican nationals arrested in cabotage probe at Arizona truck driving school  Pessimistic CBS NEWS Gold's price is down by over 21%. Where will it head this September? Strong Bullish CONSTRUCTION DIVE Federal authorities disrupt China-backed hacking operation targeting US critical infrastr… Neutral NEW YORK TIMES BUSINESS Two More Oil Tankers Are Attacked in the Strait of Hormuz Strong Bullish THE GUARDIAN US NEWS US Open 2026: Fery, Rybakina, Fritz and Keys in action on day three – live Strong Bullish THE VERGE Samsung’s Galaxy Z Fold 8 Ultra hits its lowest price since launch Neutral NORTHERN MINER Collective extends Colombia’s Apollo on 15-g/t gold hit Neutral THE VERGE GoPro has been acquired and is getting into ‘defense, government, robotics and aerospace’ Neutral CNBC TOP STORIES Crypto enters September with legislative policy gamble hanging by a thread Bearish COINTELEGRAPH BofA, Citi, Goldman Sachs among 21 institutions planning stablecoin launch Neutral NEW YORK POST BUSINESS OpenAI slams Apple trade-secret theft lawsuit as ‘baseless’: ‘A mess of Apple’s own makin… Optimistic CBS NEWS Ex-Border Patrol commander Bovino was under investigation when he retired Pessimistic CNBC TOP STORIES Tropical Storm Edouard could reach hurricane strength as it approaches Texas and Louisiana Strong Bullish CBS MONEY WATCH Ford recalls nearly 149,000 Mustang vehicles over potential power issue Optimistic FREIGHTWAVES By the numbers: diesel futures surging Tuesday to possible post-war high Bearish WSJ ECONOMY Heard on the Street: The war-driven rise in oil prices is making Treasury Secretary Scott… Strong Bullish FREIGHTWAVES August’s manufacturing PMI dips to 54.6; supply chain constraints persist Neutral CNBC TOP STORIES Jim Cramer says selling Amazon shares over new FTC lawsuit would be 'hysterical' Bearish NEW YORK POST BUSINESS ‘Rich Dad Poor Dad’ self-help author Robert Kiyosaki is $1.2 billion in debt: report Pessimistic ABC NEWS NY's plan to charge fossil-fuel producers $75B for climate change damages struck down Bearish FREIGHTWAVES Mexican nationals arrested in cabotage probe at Arizona truck driving school  Pessimistic CBS NEWS Gold's price is down by over 21%. Where will it head this September? Strong Bullish
Tuesday, September 1, 2026
Pulse
01 Oil Tanker Attacks in Strait of Hormuz Push Crude Above $92 STRONG BULLISH 02 Global Bond Rout Deepens as Japan's 10-Year Yield Hits 30-Year Peak STRONG BULLISH 03 Unacademy Sells to Rival upGrad for $206M, Down 94% From Peak STRONG BULLISH 04 Morgan Stanley Lifts Robinhood Price Target to $150 on Non-Crypto Stren… STRONG BULLISH
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Neutral
Article Market Watch

There’s a disconnect between AI valuations and revenue-growth forecasts, observes this investor

Market Watch September 1, 2026 · 2:52 pm Read Original
Optimistic 15.0
−100 Bearish 0 +100 Bullish
There’s a disconnect between AI valuations and revenue-growth forecasts, observes this investor

Well-known investor, academic and economist Paul Kedrosky is skeptical that this AI bubble differs markedly from that which met other new and revolutionary technologies.

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Article Info
Source Market Watch
Published Sep 1, 2026 · 2:52 pm
Article ID wa22t9t
Original URL Open source
Sentiment Signal
Optimistic 15.0
−100Neutral+100
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