Page 101 - Tech Bubble News Today

Last week contained a nice run for Value but the style still looks cheap versus Growth. I also recap the top winners and losers recommended by my newsletter through Q1.

Nvidia is a great company, but that doesn’t make it a great investment at any price. No stock goes up to infinity, and neither will Nvidia.

The Magnificent Seven group "is not getting more expensive, at least not relatively," JPMorgan's analysts said.

The S&P 500 has seen a 31% gain on a price return basis over the last three years, far less than the lead-up to the bubbles in 1987, 1999, and 2021.

Count Torsten Sløk, chief economist at Apollo Global Management (NYSE:APO) as a skeptic of the artificial intelligence (AI) hype behind much of the recent stock market rally. In a note published over the weekend titled "The Current AI Bubble is Bigger than the 1990s Tech Bubble," Sløk writes that the top 10 companies in the S&P 500 today have a higher forward price-to-earnings (P/E) ratio than the top 10 companies had in the mid-1990s during the tech bubble. Don't M...

So many signs point to investors forgetting the basic principles of investing to chase hot AI stocks.

Buying the Nasdaq at the peak of the dot-com boom in March 2000 meant waiting nearly 14 years to break even, according to Richard Bernstein.

Buying the Nasdaq at the peak of the dot-com boom in March 2000 meant waiting nearly 14 years to break even, according to Richard Bernstein.

Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow

Small-cap ETFs see record-breaking inflows, driven by retail investors. Bank of America predicts bullish outlook for 2024.