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AI Sector

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
11
Dec

Latest Market News — December 11, 2025 — Breaking Developments

S&P 500 wavers as Oracle -14% drags tech, raising AI ROI concerns. Jobless claims spike to 4.5-year high. Google faces EU fine, Apple wins partial Epic appeal. Disney/OpenAI $1B deal, Apollo eyes $3B+ Invited exit. Warren hits Trump Fed picks. Mixed signals dominate.
13 min read