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How To Trade SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA

BenzingaRIPS

Good Morning Traders! Today’s economic calendar kicks off the shortened trading week with limited scheduled data. The primary economic release comes at 11:00AM ET with the New York Fed’s 1-Year Inflation

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    Why Today's AI Boom Differs From the Internet Bubble

    The article argues that the current AI buildout, representing the largest industrial expansion since 19th-century railroads, is fundamentally different from the 1990s internet bubble. Unlike the dot-com era where 90% of fiber infrastructure sat unused and 75% of IPOs operated at losses, today's AI companies are profitable, have reasonable valuations, and their hardware is in high demand with premium pricing. This suggests the AI boom has a stronger economic foundation than the internet bubble.