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Stockreport

There are 2 kinds of market bubbles, and AI isn't either of them yet, portfolio manager at $35 billion fund says [Yahoo! Finance]

Broadcom Inc. (AVGO)  More Company Research Source: Yahoo! Finance
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
Despite constant chatter, he doesn't think AI has formed into either type yet. You're either in one camp or the other as 2025 comes to a close: you think AI is a bubble or that AI is not a bubble. But for those wondering where they stand, there's nuance in the debate to be aware of, specifically, what kind of bubble might AI be? Well, there are two kinds, according to a portfolio manager at $35 billion Gabelli Funds. John Belton says stock market bubbles are either earnings-driven or valuation-driven. Like many finance pros, he compared the current AI landscape to the dot-com era, noting that prices for top tech stocks today are high relative to profits but not overly so. For that reason, he maintains that the AI market likely hasn't entered a valuation bubble. "It is very difficult to argue we are in a valuation bubble currently. As an example, median 'Mag 7' (seven largest tech co's) forward P/E was close to 90x at YE99 vs. ~25x today," he said. "Valuations seem to simply [Read more]
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Stockreport

There are 2 kinds of market bubbles, and AI isn't either of them yet, portfolio manager at $35 billion fund says [Yahoo! Finance]

Broadcom Inc.  (AVGO) 
More Company Research Source: Yahoo! Finance
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
Despite constant chatter, he doesn't think AI has formed into either type yet. You're either in one camp or the other as 2025 comes to a close: you think AI is a bubble or that AI is not a bubble. But for those wondering where they stand, there's nuance in the debate to be aware of, specifically, what kind of bubble might AI be? Well, there are two kinds, according to a portfolio manager at $35 billion Gabelli Funds. John Belton says stock market bubbles are either earnings-driven or valuation-driven. Like many finance pros, he compared the current AI landscape to the dot-com era, noting that prices for top tech stocks today are high relative to profits but not overly so. For that reason, he maintains that the AI market likely hasn't entered a valuation bubble. "It is very difficult to argue we are in a valuation bubble currently. As an example, median 'Mag 7' (seven largest tech co's) forward P/E was close to 90x at YE99 vs. ~25x today," he said. "Valuations seem to simply [Read more]
IMPACT SNAPSHOT
EVENT TIME:
AVGO
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS