AI Tech Debt: A Dot-Com Bubble Repeat?

Big tech stocks, particularly AI companies, have been on a rollercoaster ride lately, with concerns of a market correction or even a bubble bursting. The heavy borrowing by these companies, reminiscent of the dot-com bubble, is a significant worry. Julian Emanuel, a top equity strategist, acknowledges this issue, comparing todays AI spending spree to the internet craze of two thousand. Despite the risks, Emanuel sees opportunities for investors willing to take on some risk, as current valuations arent necessarily expensive when considering these companies historical performance.The Daily News Now! — Every city. Every story. AI-powered. Hosted on Acast. See acast.com/privacy for more information.