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Economists and analysts are warning of a potential tech bubble fueled by AI stocks, with comparisons made to the tech bubble of the mid-1990s. Morgan Stanley predicts AI-driven productivity could boost S&P 500 net margin by 30-50 bps. Market veterans caution that the current market may be overvalued, particularly due to AI stocks like Nvidia.
As Apollo’s chief economist declares the Nvidia-inflated AI bubble "bigger than the 1990s tech bubble," here’s what happened to the ten priciest stocks from that era. https://t.co/BwRn0OTuQd
"S&P 500 would be near 4,400 without AI boom stocks." - SocGen Manish Kabra https://t.co/YX051kw3jT
Is There an AI Bubble? The Nifty Fifty Show It Isn’t That Simple - WSJ https://t.co/0XEie9wMRH




