Market concentration just hit dot-com bubble levels

Tech, telecom, and healthcare now make up a record 45% of global stocks as of July 2024. That’s a 10% surge in just four years, blowing past the previous high of 44% from the 2000 dot-com bubble. https://preview.redd.it/tqqizypgefld1.jpg?width=862&format=pjpg&auto=webp&s=171de91b0f80c65a0cd058113a517c13878554b2 Meanwhile, financials, energy, and commodities have sunk to 25% of global capital—lower than in 2000. Last time the bubble popped, tech, telecom, and healthcare stocks lost their dominance for years, while financials, energy, and commodities took over. Get ready for round two. submitted by /u/FXgram_ [link] [comments]

So, tomorrow we’ll see if Nvidia keeps defying gravity or if the hype finally meets reality. When your stock goes up 1000%, you’re not a company anymore – you’re a religion. But even gods can fall, and when Nvidia stumbles, the whole market’s going to feel it.

https://preview.redd.it/p1kldyc0v8ld1.jpg?width=602&format=pjpg&auto=webp&s=c13bb8d6b1b0e29de3090de880af8e762708d1bc Nvidia NVDA earnings will be released tomorrow. When it comes to profits, NVDA now makes up a whopping 6.6% of the S&P 500 index. Since the launch of ChatGPT in November 2022, that share has grown FIVEFOLD. For comparison: before ChatGPT, Nvidia’s market cap was $290 billion, and now the company is valued at $3.1 trillion, just $200 billion shy of its peak in July. Since the release of ChatGPT, the stock has surged by more than 1000%. Tomorrow, Nvidia’s quarterly revenue is expected to grow by 112% compared to the same period last year, reaching $28.7 billion. submitted by /u/FXgram_ [link] [comments]

Ilon Musk and Vitalik Buterin supported the AI safety bill.

https://preview.redd.it/kx63y7f418ld1.png?width=724&format=png&auto=webp&s=46f71dbb1a5d555236a943c9c64b704e3d84a07d Ilon Musk and Vitalik Buterin stated the need to regulate the AI sector. They have supported the SB 1047 AI bill aimed at controlling the industry. Buterin spoke about the risks of using AI against the backdrop of OpenAI’s GPT-4 successfully passing the Turing test. submitted by /u/Lor1al [link] [comments]