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Wall Street’s Bubble Trouble: From Nvidia to Bitcoin

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Manage episode 511322569 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Dan Nathan and Guy Adami discuss the current market situation amid a government shutdown and the ongoing AI investment trends. They explore topics such as market complacency, valuations, and the potential impact of geopolitical issues. The duo also debates the decision between investing in the stock market or opting for a 4% CD, given the market's all-time highs. They analyze the recent performance of Bitcoin, gold, and crypto markets, and their implications on the broader financial landscape. Additionally, they touch on concerns around the AI investment bubble, technological commoditization, and global trade tensions, specifically regarding Nvidia and Huawei's AI developments.

Story Links

  • AI investors are in for a rude awakening (The Guardian)
  • The AI capex endgame is approaching (FT)
  • What if we're wrong? (Axios)
  • Jeff Bezos hails AI boom as ‘good’ kind of bubble (FT)
  • Cracks are forming in the AI capex boom, warns Morgan Stanley. What to buy and sell (MarketWatch)
  • AI startup valuations raise bubble fears as funding surges (Reuters)
  • This Is How the AI Bubble Will Pop (Derek Thompson)
  • James Anderson warns Nvidia’s $100bn OpenAI bet echoes dotcom bubble (FT)


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

876 episodes

Artwork
iconShare
 
Manage episode 511322569 series 2866750
Content provided by RiskReversal Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by RiskReversal Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Dan Nathan and Guy Adami discuss the current market situation amid a government shutdown and the ongoing AI investment trends. They explore topics such as market complacency, valuations, and the potential impact of geopolitical issues. The duo also debates the decision between investing in the stock market or opting for a 4% CD, given the market's all-time highs. They analyze the recent performance of Bitcoin, gold, and crypto markets, and their implications on the broader financial landscape. Additionally, they touch on concerns around the AI investment bubble, technological commoditization, and global trade tensions, specifically regarding Nvidia and Huawei's AI developments.

Story Links

  • AI investors are in for a rude awakening (The Guardian)
  • The AI capex endgame is approaching (FT)
  • What if we're wrong? (Axios)
  • Jeff Bezos hails AI boom as ‘good’ kind of bubble (FT)
  • Cracks are forming in the AI capex boom, warns Morgan Stanley. What to buy and sell (MarketWatch)
  • AI startup valuations raise bubble fears as funding surges (Reuters)
  • This Is How the AI Bubble Will Pop (Derek Thompson)
  • James Anderson warns Nvidia’s $100bn OpenAI bet echoes dotcom bubble (FT)


FOLLOW US
YouTube: @RiskReversalMedia
Instagram: @riskreversalmedia
Twitter: @RiskReversal
LinkedIn: RiskReversal Media

  continue reading

876 episodes

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