Why the A.I. Rally (and the Bubble Talk) Could Continue Next Year

The New York Times•Tuesday, December 23, 2025 at 2:47:51 PM

PositiveFinancial Markets

Why the A.I. Rally (and the Bubble Talk) Could Continue Next Year

Big Tech's significant investments in artificial intelligence are causing investor anxiety, yet advancements in the technology continue to support market optimism. Nvidia, led by CEO Jensen Huang, has seen its market value exceed $4 trillion, driven by enthusiasm for AI innovations.
The surge in Nvidia's stock price and its impressive revenue forecasts underscore the company's critical role in the AI landscape, with projections indicating a rise in annual revenue from $27 billion in 2022 to $208 billion in 2023, fueled by demand from major tech firms.
Despite concerns about a potential AI bubble, Nvidia's strong earnings reports and Huang's reassurances about sustained demand for AI infrastructure highlight the ongoing debate about the sustainability of the tech rally, reflecting broader market sentiments and investor apprehensions regarding future AI spending.

— via World Pulse Now AI Editorial System

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The Wall Street Journal3 days ago

S&P 500 Hits Record on Fourth Straight Up Day

PositiveFinancial Markets

The S&P 500 index reached a record high, marking its fourth consecutive day of gains, driven primarily by strong performances in technology shares, particularly from Broadcom and Nvidia. This milestone reflects a significant recovery in investor confidence following recent market fluctuations.

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via The Wall Street Journal

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