#valuations

3 stories

#stock market #ai bubble #ai demand #ai stocks #business #data centres #earnings growth #energy transition #federal reserve #finance #forecasts #infrastructure investment

S&P 500 nears record on narrow tech leadership
The market inches toward new highs, but relies on a small group of mega-cap stocks while broader weakness persists.
CNBC · 4m
Infrastructure is no longer a sleepy income play
Power grids, AI data centres and aging infrastructure are transforming utilities from boring income stocks into genuine growth opportunities.
MoneyWeek · 1m
Wall Street's late-stage bubble warning
Capital Economics sees one more good year for stocks, then a 21% drop as the AI trade runs out of cheap money.
Fortune · 1m