Some AI stocks might burst. (Graphic: Nicola Mawson | Freepik & Pexels) Within the past week, several tech stocks – especially those associated with artificial intelligence (AI) – have run up to new heights, with warnings that some of these shares could burst. Lofty valuations are being reached as tech stocks are proving to be…
AI’s potential to disrupt businesses has sparked concerns over the dependency of US equity valuations on long-term growth forecasts, particularly in the software sector, Goldman Sachs said. “Terminal value” — a company’s worth beyond the next 10 years based on estimated earnings — accounts for about 75% of the S&P 500’s equity value, near a…
In a surprising pivot, OpenAI announced that it is discontinuing its high-profile video generation app, Sora. In a post on X, the company confirmed that both the consumer application and the related API service will be phased out, though a final “sunset” date has yet to be finalized. Read: OpenAI to shutter Sora as focus…
Nvidia CEO Jensen Huang. Steve Marcus/Reuters As Nvidia heads into quarterly earnings on Wednesday, AI investors are seeking evidence that the chip maker’s profits are growing apace on the back of a US$630-billion capital spending budget from Big Tech. But signs of risk to Nvidia’s long-held dominance are also emerging from hyperscalers’ plans to design…
Get Morning Squawk directly to your inbox Nvidia’s rally lifted the stock market, with Wall Street appearing to move past fears around the AI trade faltering that weighed on stocks in recent sessions. The technology-heavy Nasdaq Composite has climbed nearly 17% in 2025, propelled by gains in megacap tech stocks amid continued excitement around AI….
Jensen Huang, NVIDIA CEO and co-founder. NVIDIA has entered several key partnerships and shrugged off concerns of an artificial intelligence (AI) bubble as it reports record revenue up 62% from a year ago in its third quarter to end-October. Nasdaq-listed NVIDIA overnight reported revenue of $57 billion (R980 billion) for the period, exceeding analysts’ expectations…
AI start-ups are attracting record sums of venture capital, but some of the world’s largest investors warned that early-stage valuations are starting to look frothy, senior investment executives said on Friday. “There’s a little bit of a hype bubble going on in the early-stage venture space,” said Bryan Yeo, group chief investment officer at Singapore…
Investors talk at a stock exchange hall on February 3, 2017 in Hangzhou, Zhejiang Province of China. VCG | Getty Images China’s stock market has seen a sharp rally this year as progress on artificial-intelligence, steps aimed at gaining chip self-sufficiency and Beijing’s campaign to rein in price wars fuel investor optimism. But as retail…
