From TradeBriefs <[email protected]>
Subject Everyone's wondering if, and when, the AI bubble will pop. Here's what went down 25 years ago that ultimately burst the dot-com boom - Sep 29, 2025
Date September 29, 2025 2:07 PM
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News and Insight for Decision-Makers

Editor's Pick

Everyone's wondering if, and when, the AI bubble will pop. Here's what
went down 25 years ago that ultimately burst the dot-com boom

[[link removed]}&lead=419599&emailid=238591&nl=daily
comparison between today’s artificial intelligence frenzy and the
dot-com bubble of the late 1990s has become impossible to ignore. As
AI companies command valuations reaching into the hundreds of
billions—minting dozens of new billionaires in 2025 alone—and tech
giants pour unprecedented sums into data centers, investors and
analysts are asking a similar question: Are we watching history repeat
itself?

The similarities are striking. Like the internet companies of two
decades ago, AI firms today attract massive investments based on
transformative potential rather than current profitability. Global
corporate AI investment reached $252.3 billion in 2024, according to
research from Stanford University, with the sector growing
thirteenfold since 2014. Meanwhile, America’s biggest tech
companies—Amazon, Google, Meta, and Microsoft—have pledged to
spend a record $320 billion on capital expenditures this year alone,
much of it for AI infrastructure.

Continued here

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Jensen Huang says China is 'nanoseconds behind' the US in chipmaking,
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At a recent White House dinner with chief executives, Donald Trump
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Madagascar's President Andry Rajoelina on Friday sacked his energy
minister a day after police used rubber bullets and tear gas to
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Rich Americans may not be able to power the economy through a slowdown
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Buffett indicator stock market overvalued
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The economics of self-driving taxis - The Economist
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AUTONOMOUS TAXIS are taking over San Francisco. Although Waymo, the
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them, though with a supervisor in the driver's seat. Before long Zoox,
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city.

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[[link removed]}&lead=419599&emailid=238591&nl=daily]
Spain is a rare bright spot among Europe's otherwise drearily
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Minutes after a mile-wide tornado struck this city on an otherwise
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When Mark Zuckerberg walked on stage the other day with those chunky
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Michigan Church Shooting and Fire: What We Know
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At least four people were killed after an attacker opened fire at a
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In 1995, a 29-year-old construction worker arrived at Leicester Royal
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The rise of drive-through US coffee chains with a need for speed - FT
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Hundreds of coffee shops the size of shipping containers are springing
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Russia is violating Europe's skies with impunity - The Economist
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OUR COMMITMENT to defend...every inch of Allied territory at all
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Researchers discovered that autism's prevalence may be linked to human
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The lowbrow dominates culture and anyone who questions the status quo
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9 technologies that transformed investing - from the telegraph to AI -
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The Buttonwood Agreement that got the New York Stock Exchange
started--a single, handwritten page--couldn't have been more
low-tech.Since that document was signed on May 17, 1792, by 24
stockbrokers who often conducted business under a buttonwood tree
outside 68 Wall St., the financial markets have eagerly embraced new
technologies.The adoption of revolutionary advances such as the
telegraph and artificial intelligence have been driven by two entwined
desires: the need for more speed to transmit orders and data, and the
need for more investors to fund an ever-growing economy.

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Skull found in China may be Homo longi, potentially revising
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Health officials in the US are sounding the alarm over the rise of
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An ultrasound device that can precisely stimulate areas deep in the
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Vibe coding tools have seen traffic drop, with Vercel's v0 and Lovable
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World record: Held his breath for nearly 30 minutes
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'You'll never need to work again': Criminals offer reporter money to
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A chilling insight into the ever-evolving tactics of cyber criminals
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Making Florida More Flood Resistant Is Forcing Hard Choices for
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A rule requiring many storm-damaged homes to be demolished or rebuilt
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Rate cuts might not cure what ails the job market - WSJ
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Small businesses say that lower interest rates don't solve all their
problems.The Federal Reserve resumed its interest-rate cutting
campaign earlier this month in an effort to reverse a stall in the job
market. The problem: The hiring drought can't be cured by lower
interest rates alone, at least not soon.Lower rates will help by
bolstering demand, especially for interest-sensitive purchases such as
houses. But many businesses say their problem, rather than demand, is
a panoply of issues from high costs and tariffs to tight credit. The
usual levers through which lower rates initially boost the
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How to Exit for $1B and Walk Away With Nothing | Equidam
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In startup fundraising, success stories dominate headlines. We hear
about multi-million-dollar exits, billion-dollar valuations, and the
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The credit market is humming - and that has Wall Street on edge - WSJ
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U.S. credit markets are running hot--maybe too hot.Investors are
gobbling up corporate debt like it is going out of style--even though
the rewards, by some measures, are lower than they have been in
decades. The frothy mood has some on Wall Street worried that the
market is priced for perfection and ripe for a fall.That is why any
bad news is touching a nerve and raising the question of whether
something more profound is ailing American borrowers. Two sudden
bankruptcies in the auto world--of a subprime lender and a parts
supplier--have triggered those conversations among bond investors and
analysts.

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New York mayor Eric Adams abandons re-election bid - FT
[[link removed]}&lead=419599&emailid=238591&nl=daily]
[[link removed]}&lead=419599&emailid=238591&nl=daily]
Eric Adams is dropping out of the New York City mayoral race just one
month before the election, clearing the path for a showdown between
democratic socialist Zohran Mamdani and former governor Andrew
Cuomo."Despite all we've achieved, I cannot continue my re-election
campaign," Adams said in a video announcement posted to social media
on Sunday.

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