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Dan Ives Sees Nasdaq At 30,000 Points, Explaining Why AI Revolution Is Not Bubble: '2-3 Years Left' In Tech Bull Market
Today 3:28 EST
Top analyst Dan Ives predicts Nasdaq 30,000, arguing the AI revolution is not a bubble and the tech bull market has "2-3 years left."
Via
Benzinga
Topics
Artificial Intelligence
Mohamed El-Erian Warns Some AI Names Will 'End Up In Tears' But Supports Limited Winners In AI's 'Rational Bubble'
October 31, 2025
Allianz's Mohamed El-Erian warns some AI names will "end in tears," calling the boom a "rational bubble" with limited winners.
Via
Benzinga
Topics
Artificial Intelligence
Justin Wolfers Says Calling AI Bubble Is A Bit Like Trying To Spot The Top Of Mt. Everest, Economist Questions 'Confident Bears'
October 20, 2025
Is it an AI bubble? Justin Wolfers says valuations "actually do make sense," but warns, "Anyone who expresses certainty... shouldn't."
Via
Benzinga
Topics
Artificial Intelligence
Oracle’s Cloud And Revenue Ambitions Draw Wall Street’s Backing
October 17, 2025
Via
Stocktwits
Oracle Stock Dips Premarket: Analyst Thinks Gains May Be Cooling As Investors Digest 'AI World 2025' Updates
October 17, 2025
Via
Stocktwits
Oracle’s AI World Conference To Shed Light On Cloud Margins And Ambitions: Report
October 13, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Jeff Bezos Touts Data Centers In Space As Samsung And OpenAI Plan Floating Data Centers In The Ocean
October 16, 2025
As AI strains grids, Samsung & OpenAI plan floating ocean data centers. Tech leaders like Jeff Bezos say the future of compute is in space.
Via
Benzinga
Topics
Artificial Intelligence
Why Ericsson’s Stock Is Climbing Over 12% Premarket Today
October 14, 2025
Cloud Software and Services sales grew 9% on an adjusted basis, driven by strong growth in core networks.
Via
Stocktwits
Topics
Government
World Trade
Justin Wolfers Warns Of 'Two Economies:' 'We're On The Cusp Of A Non-AI Recession'
October 13, 2025
Economist Justin Wolfers warns of "two economies." An AI boom masks that the rest of the economy is "on the cusp of a non-AI recession."
Via
Benzinga
Topics
Artificial Intelligence
Economy
OpenAI, Nvidia And Oracle Building A High-Tech House Of Cards? Expert Warns 'Infinite Money Glitch' Could Trigger AI-Led Job Losses And Market Chaos
October 08, 2025
Is the AI boom a jobs-killing bubble? Experts warn the OpenAI, Nvidia & Oracle financial loop may be a high-tech house of cards.
Via
Benzinga
Topics
Artificial Intelligence
Elon Musk Thanks Satya Nadella As Microsoft Welcomes xAI’s Grok 4 Model To Azure AI Foundry
September 30, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Ken Griffin Warns AI Boom Could Take Decades, Not Years: 'Could Be 20 Years...It Can Be 30 Years'
October 07, 2025
Citadel's Ken Griffin warns on AI hype, saying the dream is "20 years" away, and sounds the alarm on high inflation and a falling US dollar.
Via
Benzinga
Topics
Artificial Intelligence
Economy
Jeff Bezos, David Solomon And Now Sam Altman Warns Of A Brewing AI Bubble, But Expert Says 'They Want The Bubble To Pop:' Here's Why
October 07, 2025
Tech leaders warn of an AI bubble, but an expert claims they want it to pop. Find out why a market crash could be their winning strategy.
Via
Benzinga
Topics
Artificial Intelligence
Chamath Palihapitiya Warns AI Push By GOOGL, META, MSFT And AMZN Using NVDA Chips Could Double Electricity Rates
October 06, 2025
Chamath Palihapitiya warns the AI push by Google & Meta could double electricity rates, predicting a PR crisis over soaring consumer costs.
Via
Benzinga
Topics
Artificial Intelligence
Why Oracle Stock Rose In After-Hours Trading Today
September 25, 2025
Via
Stocktwits
Oracle Stock In Spotlight After Analyst Says Market ‘Materially Overestimates’ Worth Of Cloud Contracts
September 25, 2025
Via
Stocktwits
Oracle’s AI Surge Triggers Wall Street Upgrade And Price Target Hikes
September 10, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Dot-Com Bubble Clone Or Bull Market? Get Ready For 1999-Style Market Melt-Up, Warns Fidelity's Timmer As He Notes 'Juicy' Similarities
October 03, 2025
Fidelity's Jurrien Timmer warns of a 1999-style "melt-up," noting juicy similarities between the current AI boom and the dot-com bubble.
Via
Benzinga
Topics
Artificial Intelligence
Jim Cramer Sees AI Spending 'Revulsion' Clash With 'Desperate' Demand As Top Analyst Warns AI Investments Mirror Dotcom Bubble On 'Steroids'
September 24, 2025
Jim Cramer sees a clash in AI spending as GQG Partners warns the boom is a 'dotcom bubble on steroids' with dangerous overvaluations.
Via
Benzinga
Topics
Artificial Intelligence
Short-Seller Jim Chanos Scrutinizes Jensen Huang-Led Nvidia's AI Factory Cost Estimates: 'Well Above What Companies Are Telling Investors'
September 23, 2025
Short-seller Jim Chanos challenges NVIDIA's AI factory costs, warning estimates are "well above" what data center firms tell investors.
Via
Benzinga
Topics
Artificial Intelligence
Oracle Stock Rally Catapults Larry Ellison Close To 'Friend' Elon Musk For Title Of World’s Richest Man
September 10, 2025
Via
Stocktwits
Oracle Grabs Wall Street Attention Amid AI Cloud Momentum Ahead Of Earnings: Retail Echoes Confidence
September 08, 2025
Via
Stocktwits
Topics
Artificial Intelligence
Big Tech Stocks Mirror Dotcom Bubble But On 'Steroids,' Says Top Analyst: Could Repercussions Be More Pronounced Than 1999 Crash?
September 18, 2025
GQG Partners report warns the AI tech bubble may be worse than the 1999 crash, citing record CapEx and "dotcom-era overvaluation."
Via
Benzinga
Topics
Artificial Intelligence
Why Did Oracle Stock Rise 4% Today?
September 16, 2025
According to a CBS News report, Oracle's involvement reflects its long-standing interest in data-driven platforms and cloud infrastructure, areas critical to TikTok's operations.
Via
Stocktwits
Topics
Government
Short-Seller Jim Chanos Bets Against AI Hype, Challenges Brookfield's Data Center Projections Of 10X Growth By 2034
September 15, 2025
Famed short-seller Jim Chanos bets against AI hype, taking the "under" on Brookfield's forecast of 10x AI data center growth to 82GW.
Via
Benzinga
Topics
Artificial Intelligence
Oracle Cuts Over 200 Jobs In California As Earnings Release Nears — Stock Edges Up Premarket
September 05, 2025
Via
Stocktwits
Why Oracle Stock Skyrocketed Nearly 30% In After-hours Trading Today
September 09, 2025
Oracle’s first-quarter Cloud revenue jumped 28% to $7.19 billion, with the Cloud infrastructure revenue soaring 55% to $3.3 billion.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Gary Black Says This Could Spark Strong Rally In Tech And Growth Stocks If Recession Risks Stay Low
September 09, 2025
Investor Gary Black says tech stocks could soar if 10-year Treasury yields drop below 4%. Get expert analysis from Jeremy Siegel & BlackRock.
Via
Benzinga
Topics
Economy
AI 'Revolution Is Here'—287 S&P 500 Firms Cite Artificial Intelligence On Earnings Calls In Q2
September 09, 2025
AI mentions in S&P 500 earnings calls hit a record 287 in Q2, sparking a fierce debate among analysts on an AI bubble vs. a true revolution.
Via
Benzinga
Topics
Artificial Intelligence
Stocks
Beth Kindig Warns Of AI Software 'Bubble' Risk Amid R&D Stage, Says True Value Lies In Stocks That Are 'Participating Right Now'
September 08, 2025
I/O Fund's Beth Kindig warns of an AI bubble in software stocks still in the R&D stage and explains where investors can find real value now.
Via
Benzinga
Topics
Artificial Intelligence
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