Day: December 23, 2025
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AI Bubble: Are Overvaluations Leading to Another Market Collapse?
In the first quarter of 2025, shares of AI-focused companies accounted for over 40% of the S&P 500’s gains, according to data from Goldman Sachs’ U.S. Equity Strategy team. Names like NVIDIA, Supermicro, and Palantir continue to soar, buoyed by promise more than profit. This echoes late-stage dot-com exuberance. While foundational advances in generative AI…