Three trillion dollars. Nvidia is now worth more than every company except Microsoft. But here is the uncomfortable question: are companies buying all those H100s turning a profit?
Buying H100s is like selling shovels in a gold rush. The sellers get rich. The miners burn cash. Most AI apps remain pre-revenue.
A new model from Santa Fe and Oxford claims to predict market bubbles. And right now, it's flashing red at one sector that’s been on a tear.
SpaceX's stock dipped below its IPO-day closing price, erasing $400 billion in value. Anyone who bought after Day One is underwater. What went wrong?
Goldman Sachs warns that AI stock valuations are pricing in historically unprecedented economic impact — a bet that has never paid off before.
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