Businessweek Daily

AI Bubble Watchers Wonder If We’ve Seen This Movie Before

Wall Street is looking at Nvidia earnings for signs that the market is too pricey.

A volatility index (VIX) chart on the floor of the New York Stock Exchange on Monday.

Photographer: Michael Nagle/Bloomberg

Nvidia reports its quarterly earnings after the markets close this afternoon, and Wall Street is bracing for signs of an AI bubble. Bloomberg News’ Michael P. Regan writes about how today’s concerns stack up against the dot-com and housing bubbles that still give investors indigestion. Plus: A look at the dangers of economic nationalism, why AI isn’t killing consulting jobs and how Kid Rock became a rock star for the MAGA era.

If this email was forwarded to you, click here to sign up.