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The AI Rally May Be The New Dot-Com Bubble
Seeking Alpha· 2025-09-23 16:32
It has been a few years already since AI technologies have become part of our daily lives. ChatGPT, created by OpenAI, has been one of the first products to become available as an AI program processing and analyzingA research analyst and a freelance writer looking for value investment opportunities. I have several years of investing experience. I am mostly interested in writing about bargain stocks of large companies. My interest is not limited to American companies but extends to firms operating in other c ...
Palantir's Rally Is Replaying Cisco's Dot-Com Setup—And That Ended Brutally
Benzinga· 2025-09-11 14:07
Wall Street's AI fever just crowned a new star. Palantir Technologies Inc PLTR, once a niche data analytics shop, now flaunts a $396 billion market cap on just $3.3 billion in recurring revenue. Its sky-high 93x ARR multiple makes Nvidia Corp's NVDA surge look modest and dwarfs peers like Salesforce Inc CRM and Adobe Inc ADBE, noted a chart posted on X. Track PLTR stock here.But this market worship feels eerily familiar: Cisco Systems Inc CSCO once wore the same crown at the height of the dot-com boom – bef ...
AI Stocks Are Driving This Market Rally. Why It's Not a Dot-Com Bubble Repeat.
Barrons· 2025-09-11 10:57
财富排名变动 - 拉里·埃里森超越埃隆·马斯克成为全球首富 [1] 资本市场动态 - 首次公开募股狂热回归 [1] 政府监管动态 - 美国劳工部正调查联邦统计数据收集流程 [1]