dot-com bubble
Coverage of dot-com bubble in the Nexus archive.
- Jim Cramer warns AI's circular financing frenzy echoes the dot-com bubble
CNBC's Jim Cramer warned that the current AI financing frenzy, exemplified by Nvidia backing OpenAI's data center expansion, resembles the financing arrangements that led to the dot-com bubble crash.
- Jim Cramer says concerns about AI market froth are overblown. Here's why
Jim Cramer of CNBC stated that concerns about AI market froth are overblown, arguing that today's stock market is less concerning than it was during the dot-com bubble.
- Michael Burry's grim warnings are a 'godsend,' star tech investor says
Tech investor Gavin Baker praised Michael Burry's Substack for its bearish critiques of AI spending by Big Tech. Baker, managing partner at Atreides Management, acknowledged Burry's skepticism about AI-driven capital expenditures but argued the market is not currently in a bubble. He cited historical tech bubbles and constraints like energy and microchip production as factors preventing an AI bubble.
- 2007–2009—The Global Financial Crisis and the Birth of Bitcoin
The article traces the 2007–2009 Global Financial Crisis to earlier economic events like the 2000 dot-com bubble burst and the 2003 housing bubble, which were fueled by loose monetary policy and speculative investments. It connects these crises to the eventual creation of Bitcoin as a response to systemic financial instability.
- Odd Lots: Jeremy Grantham on Spotting a Bubble’s End (Podcast)
Jeremy Grantham, co-founder and long-term strategist of GMO, discusses identifying the end of market bubbles in a podcast, referencing his memoir and the dot-com bubble. The article notes current market signs of frothiness similar to AI's present excitement.
- The U.S. stock market is getting close to dot-com bubble peak valuations
The U.S. stock market is approaching valuations similar to the dot-com bubble peak, indicating a potential risk of a market correction. This comparison suggests that the current market prices may be overvalued. The dot-com bubble peaked in the early 2000s and ended in a significant market crash.
- Intel’s stock just had its most explosive growth ever. Why skeptics are piling on.
Intel's stock experienced a record 174% rise, surpassing dot-com bubble records, prompting questions about its sustainability. This growth is the most explosive in Intel's history. Skeptics are expressing concerns about the company's prospects.
- Top-performing Nasdaq stocks are partying like they did near the peak of the dot-com bubble — maybe even harder
The top-performing Nasdaq stocks are experiencing a surge similar to the peak of the dot-com bubble in the late 1990s. This trend may indicate a potential end to the rally. The comparison is drawn from the performance of key semiconductor stocks during that time.
- The last time semiconductor stocks rose this far this quickly, the dot-com bubble burst
The semiconductor stock index has reached its highest level since March 9, 2000, just before the dot-com bubble burst. This rapid rise in semiconductor stocks may indicate a potential bubble. The last time this happened, the dot-com bubble peaked and then burst.
- Worrying graphic has experts petrified that Wall Street is on the brink of another dot-com bubble
Experts are alarmed by a worrying graphic suggesting Wall Street may be approaching another dot-com bubble, raising concerns about a potential financial crisis. The comparison to the 2000 dot-com crash highlights fears of overvaluation and speculative investing.