from24/7 Wall St.6 days agoArtificial intelligenceNvidia Will Fall Apart, According to This AnalystNvidia faces significant risk despite bullish analyst ratings due to customer concentration, potential accounting changes, uncertain AI monetization, and rising competition.
from24/7 Wall St.3 weeks agoArtificial intelligenceIs Some of Nvidia's Revenue Fake?Nvidia’s large AI investments can recycle cash into chip purchases, potentially inflating reported revenue and creating round-tripping concerns that risk valuation.
Artificial intelligencefromwww.mediaite.com3 weeks agoScott Galloway Warns Stock Market Is a Late-Stage Bubble': America Right Now is a Giant Bet On AI'Interconnected investments among AI firms risk creating a self-reinforcing AI bubble driven by circular funding and reciprocal purchases.