Tech Wreck?
Is It Another Tech WreckI Everyone has it in for tech stocks right now. NVIDIA delivered blockbuster results and was still smashed. It makes you wonder: what exactly do you have to do to please this market? Your browser does not support the audio element. Was it Euphoria? Three weeks ago, at what turned out […]
Bull Euphoria?
The Start of Euphoria? I started to feel a bit twitchy recently. Too many positive headlines! When the news is gloomy, we know we’re not in euphoria, and that’s comforting. But when optimism dominates every front page, history suggests we’re getting close to the end of the bull’s run. Your browser does not support the […]
AI: Hype & Bubble?
AI: Is it all Hype & Bubble? The market went down last week (until Friday), and much of the drop was due to AI stocks. Why? Because a report was published, producing scary headlines: MIT study shatters AI hype: 95% of generative AI projects are failing 95% of firms gain zero return from generative […]
AI: Bubble or Hype?
AI: Bubble or Hype Cycle? Tariffs and market volatility are starting to become the new normal; market fluctuations have become yesterday’s news. Instead, we have the return to the AI ‘bubble’ and dire warnings about following the ‘tech wreck’ of 25 years ago. But is it a bubble? Market bubbles occur when there is a […]
