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ai-bubble-radar

16
Feb

EverHint - Stock Market News — February 16, 2026 — Evening Update

Danaher nears $10B Masimo deal. Elliott builds 10%+ stake in Norwegian Cruise. Goldman drops DEI board criteria. BHP profit surges 22% on copper demand. Hyatt chairman resigns over Epstein ties. Treasury Wine slashes dividend. Activist investors drive shakeups at Tripadvisor, Indra.
14 min read
05
Feb

EverHint - Stock Market News — February 5, 2026 — Breaking Developments (Evening Update, last 12 hours, PST)

Amazon craters on $200B capex surge. SpaceX-xAI $1.25T merger revealed. Software loses $1T in week-long rout. Rio soars to record nixing Glencore. Roblox surges 20% on bookings. Toyota raises outlook. Wall Street down 1%+ extending selloff.
6 min read
04
Feb

EverHint - Stock Market News — February 4, 2026 — Breaking Developments (Morning Update, last 12 hours, Pacific Time)

Texas Instruments buys Silicon Labs for $7.5B. Novo crashes 18%, wipes $50B. Eli Lilly surges on obesity drug strength. Software rout deepens on AI fears. Nasdaq slides 1.5%. Cerebras valued at $23B. Amazon eyes OpenAI investment. Zurich wins Beazley for $11B. Washington Post mass layoffs begin.
9 min read
03
Feb

EverHint - Stock Market News — February 3, 2026 — Breaking Developments (last 12 hours, Evening Update)

Nvidia nears $20B OpenAI investment. Nintendo crashes 11% on weak profit. AMD falls 5% despite beat. Intel launches GPU plans. Santander buys Webster for $12.2B. Ford-Geely partnership talks. KKR takes STT GDC for $5.2B. Chipotle warns on margins. Silicon Labs soars 35% on TI talks
9 min read
29
Jan

EverHint - Stock Market News — January 29, 2026 — Morning Update (last 12 hours)

Wall Street slides to week-low on AI spending fears. Microsoft plummets 4.7%, SAP worst day since 2020. Software sector crushed. Meta surges on $130B capex. Copper hits record $14,000. Oracle down 50% from peak. Mastercard, Dow cut thousands. Deutsche Bank record profit amid raid. Indonesia tanks.
13 min read
15
Jan

EverHint - AI Bubble Radar — January 15, 2026

TSMC CEO dismisses bubble fears as chip demand soars, but AI hits energy wall. Hyperscalers committing $400B while Goldman's Solomon validates infrastructure boom. Supply can't meet demand despite Nvidia's sluggish stock. Nuclear emerges as the new AI constraint.
4 min read
05
Jan

AI Bubble Radar — January 5, 2026 — Ray Dalio flags “early bubble” risk in AI-fueled rally — what we’re watching next

Ray Dalio says the AI-driven surge in tech looks like it’s entering the “early stages of a bubble.” After a strong 2025 for U.S. indexes, he points to better relative performance in non-U.S. assets and gold—and warns easier policy could inflate bubbles further.
1 min read
04
Jan

AI Bubble Radar — January 4, 2026 — Chip Optimism Meets Deployment Reality and Safety Concerns

Goldman Sachs raises TSMC target. Bernstein raises memory chip price targets. X's Grok AI generates sexualized images of real people. Samsung shares surged 6% fueling hopes for Nvidia HBM supply deal. Pentagon taps Alphabet to lead GenAI.mil platform.
2 min read
02
Jan

AI Bubble Radar — January 02, 2026 — Full Dataset Analysis

Elevated bubble risk (6.5/10) with hype accelerating sharply. Recent 24h dominated by penny stock surges (Datavault +22%, WiMi +8%) on vague claims, while Dec 30-31 featured mega-cap substance (SoftBank $41B, ByteDance $14B). Hype ratio jumped from 20% to 55%—warning sign
5 min read
02
Jan

AI Bubble Radar — New Tag, New Watchlist in 2026

Introducing AI Bubble Radar: a running tag where we track the “AI bubble” narrative in real time—news, sentiment shifts, and the key companies shaping the cycle. Maybe it’s a bubble. Maybe it isn’t (yet). Either way, we’ll be watching closely. Stay tuned.
1 min read