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Fidelity Magellan ETF
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AI bubble fears return as markets question huge investments, circular deals among Big Tech players

Just one day after Nvidia sparked a rally with its highest-ever quarterly earnings, stocks of leading AI companies tumbled across the board, amplifying investor anxiety. Is this just a temporary pause, or has the AI bubble theory become reinflated?

MSN·
US
AI
-5.10%
US
NVDA
-3.15%
MSN·
US
AI
-5.10%
US
NVDA
-3.15%

954 Shares in GE Aerospace $GE Bought by Inspire Advisors LLC

Inspire Advisors LLC purchased 954 shares of GE Aerospace, valued at $246,000, in the second quarter. Several other institutional investors have also increased their holdings in GE Aerospace. Analysts have given the stock a consensus rating of "Moderate Buy" with an average price target of $301.27. GE Aerospace reported strong quarterly earnings, beating estimates, and announced a dividend payout. The stock has a market cap of $307.05 billion and a P/E ratio of 38.86.

Market Beat·
US
GE
-3.39%
Market Beat·
US
GE
-3.39%

Nvidia Beat Earnings, Even as Bubble Concerns Mount. Should Investors Be Worried?

Nvidia predicts a "virtuous cycle" of AI spending.

Motley Fool·
US
NVDA
-3.15%
US
NVDL
-6.32%
HK
07788
-16.70%
Motley Fool·
US
NVDA
-3.15%
US
NVDL
-6.32%
HK
07788
-16.70%

ANALYSIS-Jitters over AI spending set to grow as US tech giants flood bond market ​

Tech giants are increasingly turning to public debt markets to finance AI investments, raising concerns about market absorption and the impact on tech stock valuations. Since September, major companies like Alphabet, Meta, Oracle, and Amazon have issued nearly $90 billion in bonds. While leverage remains low, the surge in debt issuance has sparked worries about AI spending and its financing. Investors demand premiums for new tech bond deals, reflecting concerns over the increased bond supply. AI capital expenditure is projected to rise significantly, adding pressure on tech firms to secure financing.

Reuters·
US
AMZN
-2.49%
US
GOOGL
-1.15%
US
META
-0.20%
Reuters·
US
AMZN
-2.49%
US
GOOGL
-1.15%
US
META
-0.20%

US STOCKS-S&P 500, Nasdaq futures under pressure as tech selloff continues

S&P 500 and Nasdaq futures fell as tech stocks, including Nvidia, faced pressure due to valuation concerns. Nvidia dropped 2.8% premarket despite strong earnings. Other tech stocks like AMD and Broadcom also declined. The Dow rose slightly. The Nasdaq is set for a significant November drop amid skepticism over tech prospects and rising debt. Global brokerages are divided on a December rate cut. Gap gained 2.8% after beating sales estimates. Cryptocurrency stocks fell as bitcoin and ether hit lows.

Reuters·
US
AMD
-7.84%
US
AVGO
-2.14%
US
NVDA
-3.15%
Reuters·
US
AMD
-7.84%
US
AVGO
-2.14%
US
NVDA
-3.15%