Damodaran warns an AI crash could beat dot-com pain
The valuation scholar argues that debt-funded AI infrastructure makes this boom more socially exposed than the software bubbles before it.
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The valuation scholar argues that debt-funded AI infrastructure makes this boom more socially exposed than the software bubbles before it.
Taiwan and South Korea overtook India by market value as TSMC, Samsung and SK Hynix rallied on AI infrastructure demand.
CNBC data shows that 56% of S&P 500 companies citing AI as a reason for layoffs saw their stocks fall an average of 25%.