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A leading Silicon Valley cheerleader just showed all the reasons to be worried about the AI bubble3:26 If you needed any further reasons to be worried about the bubble that has inflated the stock market, look no further. CoreWeave and other AI stocks rise as Anthropic restores the market’s faith in sustained spending23:11 Now that investors have been able to dive further into Anthropic’s IPO filing, they’re seeing the same sorts of trends that helped buoy AI stocks for much of this year. As Trump touts energy companies’ fortunes, U.S. consumers face the most expensive year for gas prices ever22:40 President Donald Trump can’t stop touting the fortunes U.S. energy companies have made during the Iran war, while canvassing the country to support Republican candidates ahead of next week’s midterm elections. The rest of the market is leaving Big Tech behind after a historic comeback22:40 The artificial-intelligence trade carried the U.S. stock market in September. But in October, it is being carried out on a stretcher. Retail traders buy the dip on chip stocks — but Robinhood gets burned by the crypto market22:40 Robinhood CFO says market volatility didn’t scare traders away from buying chip stocks “that they had really done research on.” How Broadcom’s stock can surge and overcome ‘the biggest dislocation in the market’22:07 Broadcom’s stock has gone nowhere this year, but an analyst thinks it and other quality chip stocks like Nvidia will soon start trading at higher valuations. JetBlue has been losing money for years. It just charted a path to profitability.18:24 JetBlue’s stock rises more than 20% as a new profit target helps calm fears about the airline’s viability. |
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