GgoogleUS first seen 11 d ago, last 3 d ago, peak #1

Investors Weigh Whether the AI Bubble Is Setting Up a Correction

Original: ai bubble

Wall Street is split over whether artificial intelligence spending has inflated a stock bubble. NYU professor Aswath Damodaran published an analysis of AI companies' earnings and cash flows, arguing valuations must eventually be justified by real profits. Meanwhile, Chinese state-backed ETFs recorded their largest inflows since the trade war rout, suggesting some investors are rotating away from crowded US tech positions.

Why now: Soaring AI-related stock valuations have renewed debate over whether the market is overheating.

Aswath DamodaranBloombergChina

Open on google →

Evidence

• China National Team ETFs Draw Most Inflows Since Trade War Rout · Bloomberg.com
• Earnings, Cashflows and Stock Prices: The AI Spending plays through! · Aswath Damodaran | Substack

Elsewhere

• GgoogleSG #8 · 2 d ago
• GgoogleAU #10 · 3 d ago
• GgoogleSE #9 · 3 d ago
• GgoogleES #10 · 3 d ago
• GgoogleCA #9 · 3 d ago
• GgoogleDE #9 · 3 d ago
• GgoogleNL #7 · 3 d ago
• GgoogleGB #9 · 3 d ago

API: https://socialmediatrends-api.osmike.com/v1/trends/2698854