Fort Hood Death Penalty, Porsche's 20% Price Hike & Ray Dalio's AI Bubble Warning | PBD Podcast #870
Fort Hood Death Penalty, Porsche's 20% Price Hike & Ray Dalio's AI Bubble Warning | PBD Podcast #870


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Fort Hood Death Penalty, Porsche's 20% Price Hike & Ray Dalio's AI Bubble Warning | PBD Podcast #870

The famed short seller is switching to puts with expiries in June for his major tech short bets.

Scale of debt issuance being used to fund the hectic pace of the datacentre rollout by tech firms is a worry. Warnings about powerful and uncontrolled AI have…

Artificial intelligence is on everyone's lips these days - but what does it actually mean for your wallet? Jill and Mark are breaking down what you need to kno…

Global fund managers are more worried about a "disorderly rise" in bond yields than a bubble for AI, says Bank of America's latest survey.
AI has fueled a stock boom in recent years. Now, some Wall Street analysts think that epic run is coming to an end.

Well-known investor, academic and economist Paul Kedrosky is skeptical that this AI bubble differs markedly from that which met other new and revolutionary tec…
Nvidia's earnings may be formidable, but history suggests this may not end well.

AI's future remains largely unknown - even to supposed "experts."

I was there for the dot-com burst. Here's how the AI bubble will pop.
A tech and chip stock rout deepened Tuesday as mounting fears around a potential AI bubble and concerns that China's own technology is catching up pushed inves…

AI companies have become so deeply embedded in financial markets that a sharp downturn would ripple far beyond Silicon Valley, according to a report.

AI bubble heads and doomers seize on Sam Altman's remark that AI costs are a 'huge issue' for some companies
Billionaire investor Dan Loeb dismisses AI bubble talk: 'We're barely scratching the surface'
Amazon founder Jeff Bezos shrugged off concerns of a looming AI bubble, saying the massive investments will ultimately drive the technology forward over time.

High capital-intensity, asset-heavy companies offer a proven hedge against 'Magnificent Seven' volatility.
Four of the biggest tech companies reported earnings after the closing bell on Wednesday. Adam Levine, senior tech writer for Barron's, joins CBS News to discu…

Here is what 3 leaders in AI think of the AI bubble and the signs of vulnerability to watch for
Gurley's VC firm Benchmark was an early Uber investor, and he helped oust then-CEO Travis Kalanick in 2017.

Datacentre investment boom is one of the biggest infrastructure gambles of this era, and Britain may be uniquely exposed. Stargate was to be the world's bigges…

For the first time, investors said an AI bubble was their biggest worry, according to a recent Bank of American survey. What the pros are saying.

Nvidia on Thursday posted $68 billion in sales in its fiscal fourth quarter, a 20% jump that beat analyst expectations and helped quiet the drumbeat about a lo…

Chipmaker's quarterly earnings surpassed Wall Street's expectations every quarter for multiple years. Nvidia released its quarterly earnings on Wednesday, with…

The S&P 500's tech sector has seen the smallest increase of any group in its price-to-earnings ratio relative to its 10-year average, DataTrek found.
Why the artificial-intelligence advertising spree could be the last hurrah - like the dot-coms in 2000.
Fears over AI spending have sparked a sell-off among tech stocks.

Many investors expect the sell-off has gone too far, saying agentic AI is unable to meaningfully hurt incumbents in the sector.

The long-time technology analyst has begun seeing evidence of the AI trade unwinding.

The chief executive of fund manager VanEck says investors waiting for the artificial-intelligence bubble have missed that it already did.
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