BREAKING
NYSE's Martin: AI Boom Not Dot-Com
Then vs Now
Dot-Com Era
1990s-2000s
●
Soaring valuations
●
Little or no earnings
AI Boom
Now
●
Record profits early
●
Real productivity gains
0
T
Daily order messages
0
x
Vs prior year
Who Wins Most?
Bulls
●
Chipmakers at records
●
Hyperscale cloud base
Cautious
●
Low switching costs
●
Some sell at a loss
Payoffs May Take Years
Build-Out, Not Just a Bubble
AI NEWS BLITZ
NYSE President Lynn Martin says today's AI wave is different from the dot-com era.