How OpenAI could fail, how it could succeed, and market implications
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AI / Tech sector data points — Dec 23, 2025
Are AI Stocks the Next Dot-Com Bubble — or Just Getting Started?
You’ve probably heard that AI is the future. Big Tech companies like Microsoft, Google, and Nvidia are pouring billions into it, and their stock prices have soared. But if you’ve been investing (or even just paying attention), you might be wondering: Is this another bubble — like the dot-com
Big Tech and the New Age of CapEx: Debt, Leases, and the AI Infrastructure Race
As the AI boom accelerates, global tech giants are facing unprecedented capital expenditure (capex) needs. The race to build AI-ready data centers and cloud infrastructure has pushed capex into record territory. Over the past six months, companies like Microsoft, Oracle, and Meta have begun shifting away from relying solely on