AI stocks now show signs of a bubble – Rockefeller International’s Ruchir Sharma (AIQ:NASDAQ) - 惯性聚合

推荐订阅源

Engineering at Meta

让小产品的独立变现更简单 - ezindie.com

freeCodeCamp Programming Tutorials: Python, JavaScript, Git & More

WordPress大学

宝玉的分享

The Blog of Author Tim Ferriss

Google DeepMind News

CTFtime.org: upcoming CTF events

罗磊的独立博客

SegmentFault 最新的问题

The Register - Security

Hugging Face - Blog

DataBreaches.Net

奇客Solidot–传递最新科技情报

阮一峰的网络日志

Proofpoint News Feed

Visual Studio Blog

aimingoo的专栏

Netflix TechBlog - Medium

酷壳 – CoolShell

Hackread – Cybersecurity News, Data Breaches, AI and More

Y Combinator Blog

博客园 - 【当耐特】

Google Developers Blog

Stack Overflow Blog

Fortinet All Blogs

钛媒体：引领未来商业与生活新知

The Cloudflare Blog

Google Online Security Blog

Hacker News - Newest: "LLM"

博客园 - Franky

Blog — PlanetScale

PCI Perspectives

cs.AI updates on arXiv.org

Breaking News on Seeking Alpha

Redwood Trust jumps 7% after KBW rating upgrade (RWT:NYSE) AeroVironment downgraded as RBC questions ambitious growth targets (AVAV:NASDAQ) Simply Good Foods outlines $322M-$332M Q4 net sales outlook while planning high single-digit price increase in September (NASDAQ:SMPL) Iron Mountain higher, ends seven-session slide (IRM:NYSE) Waters stock wins new Outperform at RBC (WAT:NYSE) Byrna outlines ~62% gross margin exit for fiscal 2026 as it moves to close HERO deal (NASDAQ:BYRN) Germany to buy U.S. Tomahawk missiles as Berlin builds long-range strike capability (EUAD:BATS) Bragg Gaming restructures operations, cuts workforce by 19% to reduce costs Baker Hughes set to win conditional E.U. approval for Chart Industries deal - Bloomberg (BKR:NASDAQ) Coupang faces 300B Won tax assessment following an NTS special audit (CPNG:NYSE) Anthropic appoints former Fed Chairman Bernanke to Long-Term Benefit Trust (ANTHRO:Private) New York AG sues 3M, DuPont, others over PFAS ‘forever chemicals’ (MMM:NYSE) The Bancorp jumps 7% after KBW rating upgrade (NASDAQ:TBBK) Forget AI bubble: SocGen warns of a Japan bond crisis (EWJ:NYSEARCA) Phillips 66 declares $1.27 dividend (NYSE:PSX) CFTC set to block CME effort to fast-track 24/7 oil contracts - report (CME:NASDAQ) BridgeBio climbs on trial setback for Astra/ Ionis (update) Fads may fade, but Five Below keeps shoppers engaged — Mizuho (FIVE:NASDAQ) Nvidia likely only to sell a small number of GPUs to China, Wells Fargo says (NVDA:NASDAQ) New York Times, others urge court to sanction OpenAI in copyright case Bitcoin Well posts June results: Gross profit rose 32% despite Bitcoin Fervo Energy surges as faster Cape Station drilling seen lowering cost concerns (FRVO:NASDAQ) Applied Materials CEO says AI investment splurge might extend longer than expected Vermilion receives TSX spproval for new share buyback program (NYSE:VET) The US dollar breaks out of the pattern it was stuck in (DXY:) SK Hynix Hyperscale Data surpasses 1K Bitcoin treasury to support AI growth strategy Porsche loses traction as sales fall to lowest level in six years (DRPRY:OTCMKTS) Fortuna expects Senegal gold project permit within weeks - Reuters (FSM:NYSE) OpenAI Goldman Sachs BDC cut to Underperform at BofA as legacy assets weigh on credit performance (GSBD:NYSE) Forte Bio surges on trial data for vitiligo drug (FBRX:NASDAQ) When will traffic at the Strait of Hormuz return to normal? (SP500:) (SP500:) (SP500:) (SP500:) Taco Bell removes fresh produce items amid U.S. Cyclospora outbreak (YUM:NYSE) AMD in focus as it announces collaboration with 5C on gigascale AI campuses (AMD:NASDAQ) Salesforce receives downgrade to Sector Weight as Agentforce fails to gain momentum: KeyBanc The AI whiplash: Momentum volatility hits 6-year high while S&P 500 sleeps (AIQ:NASDAQ) ClearBridge Emerging Markets Strategy adds Accton Technology, Elite Material, Prio, and SK Square in Q2 July rebound lifts beaten-down S&P 500 stock (SP500:) Meta introduces new Muse Spark 1.1 AI model as Zuckerberg ratchets up competition (META:NASDAQ) Kalshi talks with regulators about expanding perpetual futures offerings - report (KALSHI:Private) Materials positioning is now in the 1st percentile; a rebound may be due – analyst (XLB:NYSEARCA) Unum declares $0.505 dividend (NYSE:UNM) Moderna wins EU deal to supply RSV vaccine (MRNA:NASDAQ) Biggest stock movers Thursday: AZN, BBIO, RXT, and more AVAX One Technology regains Nasdaq compliance (AVX:NASDAQ) Existing home sales unexpectedly dip in June Wall Street pushes higher despite Middle East concerns Here are the major earnings after the close Thursday Paylocity acquires Aidora to automate complex leave management processes Startup PrismML shrinks a large AI model for use in Apple Industrial Logistics Properties doubles dividend to $0.10/share (NASDAQ:ILPT) Fundsmith adds AppLovin, TSMC, Uber; exits Nike, LVMH, Novo Nordisk among 1H moves Service Properties Trust declares $0.05 dividend (NASDAQ:SVC) MDA Space ups bought deal offering to $819M (MDA:NYSE) Steel Partners offers to acquire InMode at $16.75 per share cash deal; stock rises premarket Splash Beverage receives NYSE American approval of compliance plan (SBEV:NYSE) BTB Real Estate Investment Trust declares CAD 0.025 dividend (TSX:BTB.UN:CA) FS Credit Opportunities declares $0.0583 dividend (NYSE:FSCO) Bloom Energy rebounds after rejecting short-seller claims (BE:NYSE) Teva in-licenses biosimilar to Roche’s Ocrevus (TEVA:NYSE) Nixxy appoints David Kratochvil as CEO (NIXX:NASDAQ) Hitachi Digital Services and ServiceNow team on AI-driven infrastructure monitoring Warsh Carnival declares $0.15 dividend (NYSE:CCL) Slower AI payoff poses broad risks for markets and the economy, Apollo warns Dr. Reddy LQR House approves 1-for-100 reverse stock split (YHC:NASDAQ) Nvidia Venture Global says Q2 average liquefaction fees rose 69% on Iran war boost (VG:NYSE) Micron boosts plans for investment in US to over $250B US30Y tags a 7-week high and is on pace to post an 8th straight day of gains Sandisk, where do we go from here? Even higher as Wedbush ups estimates ahead of Q4 results 4 stocks to watch on Thursday: PEP, HON, SBUX and CBRS (SP500:) TOMI reports 124% increase in preliminary Q2 revenue (TOMZ:NASDAQ) Telos wins Air Force deal for intelligence system support (TLS:NASDAQ) Citi sees the next Fed move as a hike and not a cut, amid reduced guidance Verizon to provide U.S. connectivity for new BMW Group vehicles under KDDI partnership (VZ:NYSE) Rackspace dips after cutting FY26 sales outlook; plans stock offering Meta AI chip to go into production from September: report (META:NASDAQ) Aehr Test Systems wins follow-on order from lead silicon photonics customer, shares jump (AEHR:NASDAQ) Seven Hills Realty Trust declares $0.28 dividend (NASDAQ:SEVN) Q.E.P. declares $0.22 dividend (OTCMKTS:QEPC) Diversified Healthcare Trust declares $0.01 dividend (NASDAQ:DHC) Roadzen to acquire European managing general agent for ~$15M MARA acquires Texas site for large-scale AI and bitcoin infrastructure (NASDAQ:MARA) Byrna Technologies GAAP EPS of -$0.44 misses by $0.33, revenue of $16.39M misses by $5.83M (BYRN:NASDAQ) Alignment Healthcare plunges on whistleblower lawsuit report (ALHC:NASDAQ) Why BlackRock Marex to acquire Bright Point International to expand Asia presence (NASDAQ:MRX) Enovix appoints former Apple executive as COO (NASDAQ:ENVX) SAP avoids EU fine, makes it easier for customers to switch, end contracts (SAP:NYSE) Belgravia launches C$500K private placement, names new CFO (Pink Current Info:BLGVF) AM Markets Need to Know: Musk's settlement, SK Hynix IPO demand surges Taiwan's central bank flags AI bubble risks despite growth Pepsico Non-GAAP EPS of $2.20 misses by $0.01, revenue of $24.18B beats by $230M AI chip startup Positron mulls raising $750M at up to $5B valuation: report Gulf companies' Q2 earnings: What to expect China reportedly considers curbing access to top AI models American companies love AZZ jumps 8% after raising FY2027 outlook on robust metal coatings demand

AI stocks now show signs of a bubble – Rockefeller International’s Ruchir Sharma (AIQ:NASDAQ)

Monica L. Correa, SA News Editor · 2026-07-10 · via Breaking News on Seeking Alpha

此内容由惯性聚合(RSS阅读器)自动聚合整理，仅供阅读参考。原文来自 — 版权归原作者所有。