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Top analyst ‘very concerned’ about Nvidia fueling an AI bubble and a ‘Cisco moment’ like the dotcom crash: ‘We’re a lot closer to the seventh inning than the first or second inning’
fortune.com/2025/10/07/ai-bubble-cisco-moment-dotcom-crash-nvidia-jensen-huang-top-analyst
A top Wall Street analyst has sounded an alarm over the U.S. equity bull market, warning that its remarkable run is built on a precariously narrow foundation: a surge in spending on, and optimistic assumptions about, infrastructure for artificial intelligence (AI). This spending has…
This story appeared on fortune.com, 2025-10-07 21:13:20.