AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...
20 Jun, 2026, 10.19 AM IST
ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...
19 Jun, 2026, 09.00 AM IST
Europe is finally, slowly getting its act togetherEurope stands on the brink of a pivotal transformation, launching a set of ambitious reforms aimed at revitalizing its economy and global f...
11 Jun, 2026, 10.22 AM IST
CoreWeave founders have dumped $2.3 billion in stock since IPOCoreWeave executives and a major investor have sold over $7.8 billion in stock since the company's March 2025 IPO. Despite this, CoreWeave'...
09 Jun, 2026, 09.59 PM IST
Double, Trouble, Toil and the AI Bubble: Why the boom may not be what it seemsAs India navigates its AI and innovation trajectory, skepticism looms large. While AI technologies have fueled market growth worldwide, the...
01 Jun, 2026, 11.41 PM IST
RSU vs ESOP: Which is better for you as employee? Pros and cons explainedFrom vesting-day perquisite taxes to a 40% US estate levy that most Indian professionals never see coming, your employer’s stock is not the...
04 May, 2026, 11.02 AM IST
US stock market concentration risk hits extreme levels: AI stocks surge to 45% of S&P 500 market cap in 2026— can $1.4 trillion AI-linked debt sustain this historic dominance?US stock market concentration risk hits extreme levels: AI stocks now dominate S&P 500 market cap at a record 45% level in 2026, reflecting...
24 Apr, 2026, 07.23 PM IST
Oracle stock surges 5% - what's driving the bullish sentiment? Key points for investorsOracle stock is rising fast because of its strong push into AI and cloud business. New AI tools, big data center plans, and support from ma...
14 Apr, 2026, 09.59 PM IST
2008-like crisis ahead? JPMorgan launches new way to bet against debt of Microsoft, Meta, Google; what this meansInvestor anxiety is rising as oil prices surge amid the US-Iran conflict, while JPMorgan Chase has launched new credit default swaps allowi...
26 Mar, 2026, 05.05 PM IST
Microsoft stock crashes today: Why MSFT shares plunged nearly 12% today — Is AI taking its toll as Microsoft shares suffered their worst single-day fall in nearly six yearsMicrosoft stock crashes today: MSFT shares plunged nearly 12% today. Microsoft (MSFT) stock suffered a historic 11.91% crash on Thursday, J...
29 Jan, 2026, 11.04 PM IST
As AI companies borrow billions, debt investors grow waryStock markets remain upbeat about artificial intelligence, but debt investors are far more cautious. New and smaller AI firms are being cha...
27 Dec, 2025, 09.47 AM IST
Oracle debt spirals toward 2008-era danger zones, Morgan Stanley sounds the alarm; Is ORCL still a buy before earnings?Oracle debt is spiraling toward 2008-era danger, with five-year CDS jumping to 125 bps and possibly hitting 200 bps in 2026 as AI spending ...
05 Dec, 2025, 05.55 PM IST
Dow tanks 600 points, S&P 500 suffers brutal fourth straight drop - why stock markets are down today?US stock market down today: Dow fell 613 points. The S&P 500 slid 1.2% for a fourth straight loss. The Nasdaq dropped 1.7%. Tech led the se...
18 Nov, 2025, 09.44 PM IST
Bubble warning? Bank of America warns the AI boom is running out of cashThe AI boom is hitting a money wall. Bank of America warns tech giants are burning through cash as capital spending devours 94% of free cas...
12 Nov, 2025, 11.02 PM IST
Nvidia-backed CoreWeave gets largely bullish coverage from brokeragesWall Street brokerages began coverage of Nvidia-backed CoreWeave with mostly bullish views, citing its strong AI infrastructure presence an...
22 Apr, 2025, 08.28 PM IST
America's big companies are sitting on a record $1.82 trillion in cash: S&PThe companies leading the way in S&P's report was Apple with $178 bn, Microsoft with $101 bn, Google with $64 bn and Pfizer with $54 bn.
12 Jun, 2015, 01.27 PM IST
- S&P assigns top 'AAA' rating to Microsoft
Software giant Microsoft has been assigned the highest investment grade of 'AAA' by global credit rating agency Standard & Poor's, making i...
23 Sep, 2008, 02.39 PM IST