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The article discusses the similarities between the present AI bubble and the bursting of the late 1990s dot-com bubble. It highlights the shift in the market dynamics, with Nvidia experiencing a bear market while small-cap stocks are making a comeback. The concept of 'rotation' in the market, where money moves from expensive Big Tech stocks to undervalued small stocks, is explored.
The author, John Stepek, delves into the three major differences between the current AI bubble and the dot-com bubble of the past. These differences include the impact of external events like the 9/11 terrorist attacks, the more stimulative fiscal policy in place today, and the rise of passive investing which may influence market corrections. The article also touches upon the implications of passive investing on market dynamics and the potential risks associated with it.
SFGate on MSN.com 10month
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