Is this the dot-com bubble again? Nearly $1 trillion gone

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• Ken Griffin Says We’re ‘Almost Certainly’ in an AI Bubble, Recalls How Past Bubbles Created Market Leaders for Decades: ‘I Just Wish I’d Kept My Amazon Stock’

  Citadel CEO Ken Griffin told Bloomberg that investors are “almost certainly” in an AI bubble, arguing that radical economic change is usually tied to bubbles and that surviving companies often become market leaders for decades. He said he wished he had kept his Amazon stock from the internet bubble, and criticized blaming chip-stock selloffs on hedge fund deleveraging as a way to avoid accountability. Ray Dalio also called AI a classic bubble and pointed to heavy debt issuance as the main risk, noting that Amazon, Microsoft, Alphabet, Meta and Oracle issued nearly $200 billion of investment-grade debt in the first half of 2026, almost twice their 2025 total. Economist Paul Krugman argued that the AI boom is already crowding out investment elsewhere in the economy, an effect that is measurable whether or not it is a bubble.

  Yahoo Finance·22/10, 15:00▼ NVDA• AMZN▼ QQQartificial intelligenceasset bubblesbonds
• If I Could Only Own 1 Artificial Intelligence (AI) Stock Through the Next Bubble Scare, It Would Be This One

  The author says Iren (IREN) is the AI stock he would hold through the next bubble scare, and that he is buying it now. The author argues that many bearish concerns about Iren and the neocloud sector are actually bullish: Gartner projects 80% of neoclouds will stop operating independently by 2030, which would make Iren's capacity more valuable, while CoreWeave's corporate bond yields of 15% reflect its weaker balance sheet, with a current ratio of 0.46 versus Iren's 3.55. Iren has a 5.8-gigawatt pipeline, customer prepayments covering 45% to 55% of GPU capital expenditures, and expects to deliver 300 megawatts in 2026 and 800 megawatts by the end of 2027. Earnings from Meta, Tesla, Alphabet, Microsoft and Amazon later this month should show whether AI spending keeps rising.

  Yahoo Finance·19/10, 05:20▲ NVDAartificial intelligenceasset bubblestech stocks
• 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
• Sector Update: Tech Stocks Tumble Late AfternoonYahoo Finance·30/10, 19:49▼ AMZN▼ AAPL▼ GOOGL▼ METAtech stocksAMZNGOOGL
• We're Witnessing the Stock Market Do Something for Only the 3rd Time in 100 Years. History Says This Could Come Next

  The S&P 500 is up around 11% so far in 2026, after gains of 17.88% in 2025 and 25.02% in 2024, driven largely by generative AI, but the article points to a growing number of warning signs. The CAPE ratio stands at 40.1 versus a historic average of 17.4, and over the last 100 years it has substantially peaked only three times, including in late 1929 (at 33) and late 1999, both followed by multi-year declines. The article compares today to the dot-com bubble, noting that information technology now makes up 40% of the S&P 500's value according to CME Group, up from just under 7% in 1990. South Korea's Kospi is down 37.1% from its June 22 peak, while US markets shed more than $1 trillion on October 30, with Intel falling 29% and Alphabet 12%. The article suggests investors could view drawdowns as a chance to buy quality stocks at a discount, and mentions keeping some cash available.

  Yahoo Finance·02/11, 14:00• SPYS&P 500valuationartificial intelligence

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• Anthropic releases amended IPO prospectus with third-quarter financials

  Anthropic filed an amended Form S-1 with the SEC on Monday, adding updated financials for the nine months ended Sept. 30. The AI company reported $33.24 billion in revenue for that period, up roughly 1,200% from a year earlier, and a $104 billion net loss, compared with a $25.1 billion loss over the same stretch in 2025. The initial filing only included financials through the first half of the year. In the amended filing, Anthropic said it has entered into purchase commitments and lease agreements with an aggregate committed spend of about $895.4 billion, substantially all related to compute and infrastructure.

  CNBC·02/11, 14:42• NVDAAnthropicIPOartificial intelligence
• Amazon Stock Climbs After Phillip Securities Upgrade to Buy

  Amazon shares rose 1% in morning trading after Phillip Securities upgraded the stock to Buy from Accumulate, pointing to improving demand visibility across its businesses. Analyst Helena Wang set a $330 price target, implying potential upside of 37% from the previous close. The firm sees Amazon's spending on infrastructure and other growth initiatives as able to reinforce its competitive position over the longer term, and possibly make it harder for smaller rivals to challenge the company in its key markets.

  Yahoo Finance·02/11, 14:35▲ AMZNAMZNAI investmentinvestment recommendations
• GE Aerospace (GE) Falls Alongside Industrials

  Bristol Gate Capital Partners' Q3 2026 letter says its US Equity Strategy lagged the S&P 500 (+2.3%), as declines in industrial and semiconductor-equipment holdings offset gains in tech. GE Aerospace fell 16.3% in the quarter despite 22% adjusted EPS growth and raised full-year earnings and free-cash-flow guidance; it beat earnings expectations, and analysts raised their estimates and price targets. In September, GE Aerospace agreed to acquire precision-castings supplier Consolidated Precision Products for $11.75 billion to help secure turbine blade supply, shortly after SpaceX said it would cast turbine blades in-house. GE shares closed at $301.80 on October 30, 2026, with a 52-week range of $268.91 to $388.84.

  Yahoo Finance·02/11, 14:34GE Aerospaceaviationearnings
• Wall Street May Be Underestimating This Smaller AI Chip Stock

  24/7 Wall St. sets a 12-month price target of $284.80 for Marvell Technology, implying 14.5% upside from $248.71, with a buy rating at 90% confidence. Marvell reported record revenue of $2.739 billion in August, up 37% year over year, while data center revenue rose 46% to $2.17 billion, or 79% of sales. The bull case is $352.54 and the bear case is $218.43. Key risks include customer concentration if hyperscalers bring chip design in-house, and margin pressure as custom chips make up a growing share of sales; fiscal Q3 non-GAAP gross margin is forecast at 57.5% to 58.5%, down from 58.9%. Marvell trades at 31x forward earnings, above Broadcom's 18x but below AMD's 34x.

  Yahoo Finance·02/11, 14:33Marvellsemiconductorsdata centers
• Amazon's latest report left stock investors with one big question

  Andy Jassy spent earnings week making promises about AI. According to the article, investors read something different in the numbers.

  Yahoo Finance·02/11, 14:33• AMZNAMZNartificial intelligenceAI investment
• Chipotle Mexican Grill Is Down 15% and Growing. Here's Why It Has the Makings of a Monster Stock for the Next Decade.

  Chipotle Mexican Grill (CMG) shares fell 15.5% in 2026 through Oct. 29, while the S&P 500 Growth index gained 12.1%. The article cites higher prices squeezing consumer spending and cost pressures on profitability, but says management's "Recipe for Growth" plan under CEO Scott Boatwright is showing early results: second-quarter same-store sales (comps) rose 2.2%, with higher traffic adding 1 percentage point. Operating margin contracted 2.5 percentage points to 15.7% on higher costs. Chipotle had over 4,200 restaurants as of June 30 and plans to add 350-370 this year. Its P/E ratio fell from 35 to 30, still above the S&P 500's 26 but below its five-year median of 51.

  Yahoo Finance·02/11, 14:32Chipotleinflationvaluation