vlog

Authors:

  • Paulo Carvao

Excerpt

August 21, 2025, Opinion: "One should be just as cautious about predicting the imminent burst of an AI bubble as skeptical of the exaggerated hype currently surrounding artificial intelligence. There are concerning signs. The “Magnificent Seven” stocks (Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla) make up more than a third of the S&P 500, with recent growth driven by an AI story. Investors are becoming uneasy with this level of concentration. At the peak of the dot-com bubble in 2000, the top technology stocks from the late 1990s (Cisco, Dell, Intel, Lucent and Microsoft) of the index. Such concentration heightens risk." 

Citations

Carvao, Paulo. "Is The AI Bubble Bursting? Lessons From The Dot-Com Era." Forbes. August 21, 2025. .