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Browsing Tag

Bubbles

4 posts
AAI
Ray Dalio on the AI bubble nearing 1929, 2000 levels and the lesson people always forget: 'wealth is not the same as money'
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Ray Dalio on the AI bubble nearing 1929, 2000 levels and the lesson people always forget: ‘wealth is not the same as money’

  • August 4, 2026
Ray Dalio, the billionaire founder of Bridgewater Associates, delivered one of his starkest warnings yet on the current…
AAnthropic
'At some point you've got to make money': Goldman's skeptic warns ahead of OpenAI and Anthropic IPOs
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‘At some point you’ve got to make money’: Goldman’s skeptic warns ahead of OpenAI and Anthropic IPOs

  • June 5, 2026
For two years, Jim Covello has been asking the same uncomfortable question: when does Wall Street’s AI bet…
AAI
Chip stocks are soaring as AI investors rush in, but Harvard expert warns 'This too will pass'
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Chip stocks are soaring as AI investors rush in, but Harvard expert warns ‘This too will pass’

  • May 11, 2026
Memory chips have become the most valuable commodity in the AI economy. The Philadelphia Stock Exchange Semiconductor Index…
AAnthropic
Half of Google's and Amazon's blowout ‘AI profits’ came from Anthropic—not their core business
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Half of Google’s and Amazon’s blowout ‘AI profits’ came from Anthropic—not their core business

  • April 30, 2026
Four of the largest U.S. tech companies reported earnings Wednesday afternoon, confirming an AI capital expenditure buildout without…
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