RiskReversal Pod

Wall Street’s Bubble Trouble: From Nvidia to Bitcoin

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Dan Nathan and Guy Adami discuss the current market situation amid a government shutdown and the ongoing AI investment trends. They explore topics such as market complacency, valuations, and the potential impact of geopolitical issues. The duo also debates the decision between investing in the stock market or opting for a 4% CD, given the market's all-time highs. They analyze the recent performance of Bitcoin, gold, and crypto markets, and their implications on the broader financial landscape. Additionally, they touch on concerns around the AI investment bubble, technological commoditization, and global trade tensions, specifically regarding Nvidia and Huawei's AI developments.

Story Links

  • AI investors are in for a rude awakening (The Guardian)
  • The AI capex endgame is approaching (FT)
  • What if we're wrong? (Axios)
  • Jeff Bezos hails AI boom as ‘good’ kind of bubble (FT)
  • Cracks are forming in the AI capex boom, warns Morgan Stanley. What to buy and sell (MarketWatch)
  • AI startup valuations raise bubble fears as funding surges (Reuters)
  • This Is How the AI Bubble Will Pop (Derek Thompson)
  • James Anderson warns Nvidia’s $100bn OpenAI bet echoes dotcom bubble (FT)

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