Top analyst on concerns about Nvidia fueling an AI bubble: 'We've seen this movie before. It was called Enron, Tyco'

Business

Top Analyst On Concerns About Nvidia Fueling An Ai Bubble: 'We've Seen This Movie Before. It Was Called Enron, Tyco'

By Fortune

The commentary on September 29 by Morgan Stanley Wealth Management’s chief investment officer, Lisa Shalett, frames the current market boom as a “one-note narrative” almost entirely dependent on massive capital expenditures in generative AI, raising ...Read more