Fort Hood Death Penalty, Porsche's 20% Price Hike & Ray Dalio's AI Bubble Warning | PBD Podcast #870
Fort Hood Death Penalty, Porsche's 20% Price Hike & Ray Dalio's AI Bubble Warning | PBD Podcast #870


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2 stories in the last 7 days, reading strong bearish overall. The last day ran at 6.0× its usual pace.

| Day | Mood | Stories |
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| Fri, Oct 9 | −83.3 | 1 |
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Fort Hood Death Penalty, Porsche's 20% Price Hike & Ray Dalio's AI Bubble Warning | PBD Podcast #870

The runup in AI stocks is the "same situation" as the tech bubble of 1999-2000, said Ariel Investments' John Rogers.

The famed short seller is switching to puts with expiries in June for his major tech short bets.

Not since the dotcom bubble have stocks thrown up this concerning metric.
Scale of debt issuance being used to fund the hectic pace of the datacentre rollout by tech firms is a worry. Warnings about powerful and uncontrolled AI have…

Yet another warning sign of a stock-market bubble is coming from growth stocks' surprising strength.
Artificial intelligence is on everyone's lips these days - but what does it actually mean for your wallet? Jill and Mark are breaking down what you need to kno…

Global fund managers are more worried about a "disorderly rise" in bond yields than a bubble for AI, says Bank of America's latest survey.
AI has fueled a stock boom in recent years. Now, some Wall Street analysts think that epic run is coming to an end.

Nvidia's earnings may be formidable, but history suggests this may not end well.

AI's future remains largely unknown - even to supposed "experts."

I was there for the dot-com burst. Here's how the AI bubble will pop.
'Big Short' Michael Burry says the bulletproof AI narrative reminds him of the dot-com and housing bubbles
The Bubble's Final Phase Has Now Begun

Bluesky's new CEO wants a big tent, not a bubble

Inside the 81-year-old billionaire's risky, debt-fueled scramble to transform his data empire into an A.I. juggernaut.
Starbucks is betting bubbles will give sales some sparkle
A tech and chip stock rout deepened Tuesday as mounting fears around a potential AI bubble and concerns that China's own technology is catching up pushed inves…

Strategists conclude the IPO wave doesn't necessarily portend a dangerous market bubble - yet
Investors can learn from the mistakes that sank stock portfolios in the early 2000s dotcom crash when many became overly concentrated in the technology sector.

AI companies have become so deeply embedded in financial markets that a sharp downturn would ripple far beyond Silicon Valley, according to a report.

While valuations still look extreme relative to history, the recent pace of corporate earnings growth has also meaningfully diverged from the long-term trend.
A court in China ruled that Molly Tea had infringed on the luxury brand's four-petal flower design.

The Bubble is Bursting... (Emergency Update)

In "Regime Change, Inside the Imperial Presidency of Donald Trump," Maggie Haberman and Jonathan Swan describe his fundamentally different approach to running…

Oppo's Bubble selfie screen is crying out for Qi2

Is the Tech Bubble Bursting? Nasdaq Sell-Off, SpaceX Post-IPO Plunge | PBD Podcast #823

Recent price run-ups don't mean a bubble is about to burst - unless you're looking at this sector.
Investors are selling off AI-related stocks as doubts are starting to surface over whether the massive spending on AI is worth the investment or whether "it's…
Unlock the AI Macro Analyst to drill down into the data, explore hidden risks, and query the entire market briefing in real-time.
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