To The Moon

Investors seem worried about the potential for increased competition in the AI-chip market.

Cybersecurity stocks were falling sharply on Thursday after the sector rebounded earlier in the week, boosted by a new Anthropic project.$Palo Alto Networks(PANW)$ was down 3.9%, $CrowdStrike...

Nvidia was falling early on Thursday. The chip maker was being dragged down by fears of an artificial-intelligence bubble reignited by earnings from software and cloud-computing company Oracle.Nvidia...

The latest source of Wall Street debate is a report saying that Microsoft lowered sales-growth targets for some artificial-intelligence software.To investors who have been increasingly concerned...

Michael Burry, the investor known for predicting the 2008 housing crisis, has raised concerns about major tech companies potentially understating depreciation by extending the useful life of...

Philippe Laffont, founder of Coatue Management, L.L.C., and his wife Ana Laffont walk to a morning session at the Allen & Company Sun Valley Conference on July 10, 2025 in Sun Valley, Idaho. Laffont's Coatue is still heavily invested in AI stocks, despite bubble warnings.Hedge-fund giant Coatue has heard all the bubble arguments - and still comes away convinced that the right move is betting on artificial intelligence and its potential.In a presentation dated Oct. 16, but circulated widely on the internet this weekend, the $54 billion in assets fund firm led by Philippe Laffont said it studied over 30 bubbles dating back 400 years and grouped them by more than 30 characteristics, ranging from adoption to leverage to concentration.So it gives a two-thirds probability to the idea of AI abundance - that AI increases productivity and GDP, while inflation is contained and tech continues to lead - and a one-third chance to the AI bubble bursting, causing the stock market to crash and the eco

Andrew Left argues that investors have overhyped Palantir stock, and its actual valuation pales in comparison to a true AI leader like OpenAI$Palantir Technologies Inc.(PLTR)$ has been one of the...