#market-valuations tag

AI isn't in a bubble-the cash (and the hype) are real, these analysts say | Fortune

AI demand is growing and funded by tech companies' cash, valuations are less extreme than dotcom, and an AI crash would not trigger U.S. recession.

Business

fromFortune

2 weeks ago

Top analyst says the U.S. bull market dates all the way back to the 1980s, and stocks just hit a potentially unsustainable 363% of GDP | Fortune

U.S. stock market value hit 363% of GDP, far above the dotcom peak, driven mainly by soaring valuation multiples rather than earnings growth.

from24/7 Wall St.

3 weeks ago

Rate Cuts Could Actually Spark a Sell-Off: 5 Safe JP Morgan Dividend Stocks

Markets often rally in anticipation of rate cuts but then decline when the actual rate cuts are implemented. J.P. Morgan's trading desk recently warned that despite stocks setting "more than 20 all-time highs this year," the Federal Reserve's next rate cut "threatens to curb investors' zeal" through a potential "sell the news" drop. The S&P 500 is up almost 33% from its lows in April and is up nearly 13% for 2025.

Business

Venture

fromEntrepreneur

4 weeks ago

AI Is Due for a Dot-Com Bubble Burst: Expert | Entrepreneur

The current AI investment surge mirrors dot-com-era excess—massive spending, inflated valuations, rapid capital inflows, and systemic risk if a bust occurs.

US news

fromAxios

1 month ago

Bargains are scarce for investors in this pricey stock market

Market valuations are approaching past highs across large-caps, small-caps, and equal-weighted indexes, reducing room for further rotation and raising vulnerability to pullbacks.

E-Commerce

fromThe Motley Fool

1 month ago

2 Artificial Intelligence (AI) Stocks to Buy Before They Soar to $3 Trillion, According to Certain Wall Street Analysts | The Motley Fool

Bullish analysts project Amazon and Alphabet may reach $3 trillion market value within 12 months due to AI-driven cloud, advertising, and e-commerce growth.