Billionaire Ken Griffin Says AI Is "Almost Certainly" in a Bubble. Here's What That Means for Crypto Investors.

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• Defense tech investment boom sparks bubble warning as private equity pours in

  Private equity firms are pouring billions into defense technology as rising military spending and geopolitical tensions fuel an investment boom. According to PitchBook, private equity growth investments in defense reached $4 billion in the first nine months of 2026, up from $500 million in 2024. Analysts say private capital will become increasingly important in bridging the gap between innovation and industrial-scale production, as venture capital alone may not be enough. Advent International, which has deployed roughly three-quarters of its $1 billion defense technology commitment, says many companies are valued on technological promise rather than revenue, and a correction may be inevitable. Weinberg Capital Partners, by contrast, still focuses on profitable defense suppliers with established products and positive cash flow rather than early-stage startups.

  CNBC·26/10, 06:00• QQQ• SPYdefensevaluationasset bubbles
• We Are Witnessing the Stock Market Do Something for Only the 2nd Time in 155 Years, and History Is Clear About What Comes Next

  The S&P 500 is up about 12% this year but has slipped nearly 2% from its recent record, and the Nasdaq Composite is more than 4% below its high as sticky inflation and rising bond yields weigh on tech stocks. The Shiller CAPE ratio has stayed above 40 for months, a level reached only once before in 155 years, during the dot-com bubble, versus a long-term average of about 17.4. The stock market's value relative to GDP, around 244%, also exceeds the 190% level reached in the dot-com era, and Warren Buffett warned that a ratio approaching 200% means “you are playing with fire.” The author argues today's leading companies have real earnings unlike many dot-com stocks, and that CAPE signals lower returns over the next decade rather than a guaranteed crash. A $1,000 investment in an S&P 500 ETF made at the March 24, 2000 peak would have grown to more than $5,000 before dividends.

  Yahoo Finance·21/10, 05:20• NVDA• SPYS&P 500valuationasset bubbles
• America stock market bubble ready to BURST ? The bull market celebrates four years of monster gains just as a chilling indicator flashes a dire warning

  The bull market has run for four years, with the S&P 500 up 118% since its October 12, 2022 low. However, the Shiller P/E ratio stands at 40, just below its all-time high of about 44 in November 1999 and its second-highest reading ever, which the article says signals the market is overvalued. Past peaks in this measure were followed by severe declines, including the dot-com crash that saw the Nasdaq lose more than 75% of its value, and the 1929 high that preceded a four-year bear market. Beneath the surface, 44% of S&P 500 stocks were down at least 20% from recent highs, even as the index looks healthy. Schwab strategist Alexandra Semenova noted the rally has never felt safe, having weathered a roughly 20% S&P 500 drop around the April 2025 tariff announcement and oil spiking to around $122 early in the Iran war.

  dailymail.com·16/10, 07:00▼ QQQ▼ SPYvaluationS&P 500Wall Street
• Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells.

  The Motley Fool podcast discusses whether the AI boom is becoming a bubble and what could cause it to burst. Ray Dalio is cited as saying an AI bubble could burst in the coming period, while the host sees timing as the key question and says debt is still manageable for now. The episode notes that SpaceX is seeking another $40 billion in debt and analyzes Google's multibillion-dollar nuclear power deal with Constellation Energy and the large energy demands of data centers. It closes by discussing Apple's push into smart-home products, including doorbells, cameras and a new home hub.

  Yahoo Finance·25/10, 00:22▼ NVDA▼ QQQ▼ SPY• AAPLAI investmentartificial intelligencedata centers
• Billionaire Ken Griffin Says There Is "Almost Certainly" an AI Bubble Right Now

  Citadel CEO Ken Griffin said at a conference on Oct. 20 that the AI boom is "almost certainly" showing bubble-like behavior, though he views this as not necessarily negative while companies are still experimenting. He said U.S. corporations have been "uneven" in their ability to extract value from AI models, with leaders now reviewing their bills from Anthropic and OpenAI; if firms cut AI spending, that could weigh on AI stocks in the short run. Over the long term, Griffin is bullish, comparing AI to railroads, electrification and the internet in its potential for major economic gains, though the eventual winners remain unclear. He did not name specific stocks, but the article notes two approaches: picking individual AI companies or owning a broad tech ETF such as the Invesco Nasdaq-100 ETF (QQQM), which charges a 0.15% expense ratio and has returned about 20.9% year to date and about 16.4% annualized over five years.

  Yahoo Finance·23/10, 17:33▼ NVDA▼ QQQartificial intelligenceAI investmentasset bubbles
• Famous Billionaire Calls AI a Bubble — But That Is Not What His Money Says

  Citadel founder Ken Griffin told Bloomberg at Citadel's Future of Global Markets conference that there are almost certainly bubbles within the current AI boom. He compared GPUs to airline seats, warning that once capacity exceeds demand prices may collapse, similar to the fiber-optic bust around 2000. Yet Citadel's amended 13F for Q2 2026 showed about $8.6 billion in five AI-linked companies, with Amazon its second-largest holding; its Amazon and Microsoft share counts rose 34% and 43%, while Nvidia shares fell about 37%. The filing also disclosed options on Nvidia and Micron that may hedge risk, and it is only a snapshot as of June 30.

  Yahoo Finance·22/10, 16:03• MSFTartificial intelligenceasset bubbles

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• Hòa Phát Pays VND 12,038 Billion to State Budget in First Nine Months of 2026

  In the first nine months of 2026, Hòa Phát Group contributed VND 12,038 billion to the state budget across 20 provinces and cities, up 28% year-on-year. Thép Hòa Phát Dung Quất was the largest contributor with VND 7,352 billion, up 26%, while Thép Hòa Phát Hải Dương paid VND 2,331 billion, up 66%. Quảng Ngãi accounted for 60% of the total, with VND 7,332 billion. As of 30/9/2026, the group's cumulative contribution to the state budget since its 2007 listing exceeded VND 112,700 billion.

  CafeF·28/10, 07:41▲ HPGbudgetsteel
• President Putin Makes Surprise Announcement: Russia and US Explore Cooperation in One of the World's Most Resource-Rich Regions

  Speaking at the 8th summit of the Gas Exporting Countries Forum (GECF) in Moscow on 27 October, President Putin said Russia is ready to work with partners genuinely interested in joint projects and is exploring cooperation with US partners in the Arctic. The New York Times reported that the two sides are considering Polar LNG, a project using Russian technology to extract, liquefy and export natural gas from Alaska, with Novatek considering a minority stake. The project is notable because Novatek has extensive Arctic LNG experience, though the company behind Arctic LNG 2 is under US sanctions. Meanwhile, Kiev has criticized the diesel deal between Russia and the US, while the EU says it maintains sanctions pressure and continues to reduce its dependence on Russian energy.

  CafeF·28/10, 07:35Russianatural gassanctions
• MWG Posts Record Q3 Profit, Surpasses Full-Year Plan After Nine Months

  MWG reported Q3 2026 net revenue of over 52,600 billion VND, up 32%, and after-tax profit of over 3,500 billion VND, nearly double the year-earlier level and a quarterly record for the company. For the first nine months, net revenue reached 147,827 billion VND (up 30%) and after-tax profit 9,634 billion VND (up 93%), completing 80% of the full-year revenue plan of 185,000 billion VND and exceeding the 9,200 billion VND profit target by 5%. The DMX group generated nearly 99,200 billion VND in nine-month revenue, up 29%, with same-store sales growth (SSSG) of 30%, and buy-now-pay-later accounted for 38% of group revenue. Bach Hoa Xanh reached 45,900 billion VND, up nearly 34%, and the An Khang pharmacy chain's revenue rose 22%. MWG expects full-year revenue growth of 30% versus the prior year, supported by new Apple products and the year-end shopping season.

  CafeF·28/10, 07:20▲ MWGMWGearningsretail
• Market Pulse, 28/10: Stocks Fluctuate Around Reference Level as Sectors Diverge Clearly

  At the midday break, VN-Index stood at 1,762.31 points and HNX-Index at 259.57 points, both hovering near the reference level. Market breadth tilted toward sellers, with 309 stocks declining and 250 advancing. VCB was the most positive contributor to the index at 1.76 points, while VHM, VPB and VIC together pulled it down by 1.57 points. Foreign investors net sold VND 263.79 billion across all three exchanges, mainly FPT (VND 125.6 billion) and VPL (VND 64.49 billion), while TCB led net buying at VND 65.79 billion.

  Vietstock·28/10, 07:07• VNINDEXVNINDEXforeign investorsVietnam
• Meta Platforms Just Delivered Great News to AI Stock Investors

  Meta announced several stock offerings this week, including a $22.5 billion offering upsized to $25 billion, plans to sell $12.5 billion of preferred stock, and $60 billion of new non-voting Class C stock, totaling $97.5 billion. The move comes amid investor concern over rising interest rates and a tight credit market, after CoreWeave's bond yields reached as high as 15%, which triggered a sell-off in neocloud and AI infrastructure stocks such as Oracle. Media reports said the offering was oversubscribed five times, meaning Meta could have sold $125 billion of stock, with Nvidia and AMD among the investors. The article argues this demand signals strong funding for AI and notes Meta trades at a P/E of around 21 after its post-earnings sell-off. It also suggests some of that money could go to Anthropic's planned IPO at a valuation of around $2 trillion next month.

  Yahoo Finance·28/10, 07:05▲ METAMETAAI investmentinterest rates
• Ripple’s RLUSD Wins Moody’s Rating as XRP Faces a Bigger Question: Who Captures the Value?

  Ripple's RLUSD stablecoin received a Moody's long-term deposit rating of A2 and its highest short-term rating of P-1, covering RLUSD issued on XRP Ledger and Ethereum. Ripple also received final OCC approval to establish a national trust bank, which will manage RLUSD reserves and provide institutional custody, while Bank of New York Mellon remains the primary reserve custodian. The article argues the bigger question is whether XRP captures value from RLUSD's growth: XRP is needed for network fees and account reserves on XRP Ledger, but RLUSD transfers on Ethereum need no XRP for gas. A larger opportunity could come from institutions using XRP as a bridge asset in cross-currency payments, although RLUSD can also settle directly without XRP, and the author questions whether Ripple can replicate Binance's BUSD–BNB value-capture model.

  Yahoo Finance·28/10, 07:02• XRP/USDTXRPUSDTRipplestablecoins