Page 102 - Tech Bubble News Today

Like the Nifty 50 in the 1960s and 70s, today's market-leading tech stocks are profitable. But that doesn't mean they're safe, David Rosenberg says.

"It does dampen some of my enthusiasm because as I mentioned, I'm very bulled up about where this ultimately is going to go," Munster said.

Investors should not be overly concerned about the significant concentration of mega-cap tech stocks, according to a top strategist.

"Our work shows that the stock market has held up just fine in prior periods when the outperformance of mega-cap stocks started to wane," BMO said.

"Our work shows that the stock market has held up just fine in prior periods when the outperformance of mega-cap stocks started to wane," BMO said.

The Magnificent Seven continued a wild streak of outperformance in January, accounting for 45% of S&P 500 gains during the month.

The rise of stocks like Nvidia are giving investors flashbacks of internet-hype stocks like Cisco. That makes nailing a soft landing a lot trickier.

The AI hype has a lot in common with the dot-com era bubble, Arnott said, but the bets will take a lot more time to play out than markets expect.

"This is one of those once-in-a-generation opportunities," RBA's Dan Suzuki said this week.

SCB CIO has shifted its market outlook on the US stock market from Slightly Positive (gradual investment) to Neutral (hold). This adjustment follows a remarkable 26.29% return in the US stock market in 2023, outperforming global markets, driven