#equity-valuations

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Business
fromArs Technica
1 week ago

Bank of England warns AI stock bubble rivals 2000 dotcom peak

Equity valuations, driven by AI optimism, have reached dotcom-era highs, creating concentrated market exposure and risk of a severe correction if expectations reverse.
Artificial intelligence
fromFortune
1 week ago

Bank of England on AI mania: 'stretched' stock valuations 'comparable to the peak of the dot com bubble' | Fortune

Bank regulators and executives say AI-driven equity valuations, especially in AI-focused technology stocks, appear stretched and vulnerable despite major investments and large corporate deals.
US news
fromFortune
2 weeks ago

Back in the 90s a Fed chief warned about 'irrational exuberance' in the markets. Stocks rose 105% over the next 4 years | Fortune

Cautious Fed comments about elevated equity valuations are often misread as explicit valuation calls or market-timing signals, which can mislead investors.
Business
fromFortune
1 month ago

Trump's war on the Fed has created a 'twist steepener' in the bond market and it's hurting the dollar

A twist steepener is widening the Treasury yield gap, weakening the dollar amid political Fed interference, weak growth, and rising inflation risks.
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