October 16, 2025 - Since the artificial intelligence (AI) big bang of November 2022, AI-related technology stocks have outperformed significantly evoking comparisons and fears about a dotcom-like bubble, as we saw in the late 1990s. Most commentaries including AI comparisons provide hindsight assessments and ...

October 15, 2025 - SMH and SMHX offer investors exposure to both AI hardware build-out and chip design innovation. Artificial intelligence is driving one of the most significant infrastructure build-outs in modern history. Unlike the dot-com boom of the late 1990s, today’s AI expansion is being led by profitable global companies deploying existing cash flow.

October 18, 2025 - Earlier this month, Garran published ... a “misallocation of capital in the US” that makes the current frenzy 17 times bigger than the dot-com bubble and four times bigger than the 2008 real-estate bubble....

October 21, 2025 - For example, the forward price/earnings (P/E) ratio on the Nasdaq-100 reached an astonishing ~60× in March 2000, versus roughly 26× as of late 2023 ([1]). Major AI-related firms like NVIDIA and Alphabet/Microsoft are enormously valuable (NVIDIA briefly surpassed $3.3–4.0 trillion market cap ([2]) ([3])), but their valuation multiples, while high, are far below dot-com extremes. Profitability: Most dot-com companies were unprofitable or marginal at the bubble’s peak; e.g.

December 9, 2025 - For all the similarities, however, there are many differences that could lead to a distinctly different outcome. The main one is that A.I. is being financed and controlled by multitrillion-dollar companies like Microsoft, Google and Meta that are in no danger of going kaput, unlike the dot-com start-ups that were little more than an idea and a bunch of engineers.

November 7, 2025 - It's worth noting that the fact that so much shopping did shift from malls to the internet points to what was real in the midst of the dot-com delirium. A lot of fanciful ideas and companies eventually went away, but we’re more online now than ever. The same kind of distillation might play out for AI. No two bubbles are exactly alike.

November 18, 2025 - We aim to foster an environment where everybody feels safe and welcomed and where people feel encouraged to have healthy and productive discuss ... Wall Street’s AI Bubble Is Worse Than the 1999 Dot-com Bubble: This means when it crashes, ...

September 28, 2025 - A recent MIT study found that 95% ... in generative AI investment. This disconnect between investment and returns echoes the fundamental problem that ultimately doomed the dot-com bubble....

4 days ago - Current US chair of the Federal Reserve Jerome Powell has stated that AI differs from other technology bubbles like the dot-com bubble in that the corporations behind it are generating large amounts of revenue and that investment into AI data centres is generating large amounts of economic growth.

November 6, 2025 - Tech stocks have surged amid growing excitement over artificial intelligence, but valuations have remained well below dot-com bubble era levels. Unlike the speculative excesses of the late 1990s, today’s AI spending has been largely funded ...

November 8, 2025 - Su has defended AMD’s deal with OpenAI, asserting that market bears are “thinking too small.” The chief executive describes AI’s potential as sparking a new decade-long “Supercycle” that will “transform industries, from finance to healthcare and research.” · We have seen this story before, back during the “cable cowboy” days. Programmers paid the distributors. Or wait—distributors paid the programmers. And of course, there are the frequent comparisons to the run-up to the dot-com bubble.

October 29, 2025 - ... But the billionaire philanthropist does think the current bubble is akin to the dot-com bubble of the late 1990s and early aughts, when several Internet-based companies turned out to be overvalued, resulting in a significant crash.

July 23, 2025 - Similarly, the S&P 500 and Nasdaq are currently trading around 22 and 28.5 times forward earnings, compared with the dotcom peaks of 24.5 and over 70 times, respectively. With all that being said, a meaningful, prolonged market correction cannot be ruled out, especially if AI-driven growth isn't delivered as quickly as investors expect.

May 19, 2025 - However, the adjustment of the AI market will not repeat the dramatic crash at the end of the dot-com bubble, and there is a double buffer mechanism behind it: a high technological threshold and a more rational capital environment (more tech ...

October 17, 2025 - Needless to say, he understands his subject material. But his recent analysis discovered that the AI bubble was 17 times the size of the dot-com bubble and four times larger than the 2008 housing bubble!

August 25, 2025 - The information technology sector makes up more than 33% of the S&P 500 index, matching the levels of the dotcom bubble of the late 1990s. Semiconductor designer Nvidia alone makes up 8% of the index thanks to its $4.3 trillion market cap, up ...