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A report from Wall Street investment bank BCA Research points out that the biggest risk facing the U.S. economy in 2026 may come from a stock market crash rather than an economic recession. The report argues that a stock market crash could lead to an economic recession and challenges the prevailing market view. The Federal Reserve may tolerate higher inflation rates to avoid a market crash and take measures to cut interest rates during economic or market weakness
Microsoft founder Gates warns that competition in the AI industry is fierce, and some overvalued AI companies may suffer losses. AI concept stocks like Palantir are overvalued, and the S&P 500 index is close to historical highs. Identifying bubbles is easy, but predicting their burst is difficult, and investors need to be cautious
Another gain of almost 1,500% is unlikely, and this could change how shareholders view the stock.
China has figured out the US strategy for allowing it to buy Nvidia Corp.’s H200 and is rejecting the AI chip in favor of domestically developed semiconductors, White House AI czar David Sacks said, citing news reports.
Nvidia CEO Jensen Huang revealed on "The Joe Rogan Experience" that Nvidia nearly ran out of cash in the mid-1990s, risking collapse. Sega's Shoichiro Irimajiri saved Nvidia by converting a $5 million payment into equity, allowing Nvidia to pivot and develop the successful RIVA 128 chip. Sega later sold its stake for $15 million, missing out on Nvidia's current multi-trillion-dollar valuation. Nvidia is now a leading GPU supplier for AI projects.
