In The Loop

Is this the dot-com bubble again? Nearly $1 trillion gone

Episode Summary

AI stocks just had a brutal week, with nearly $1 trillion wiped off Google, Amazon and Intel even as Big Tech posted record cloud revenue. Host Ejaaz Ahamadeen breaks down how the selloff started, who is paying for the AI buildout, and the bear and bull case for whether this is the dot-com bubble again or a correction.

Episode Notes

AI stocks just had a brutal week, with nearly $1 trillion wiped off Google, Amazon and Intel even as Big Tech posted record cloud revenue. Host Ejaaz Ahamadeen breaks down how the selloff started, who is paying for the AI buildout, and the bear and bull case for whether this is the dot-com bubble again or a correction.