#DotCom — Zipp

AI Capex Boom Could Trigger Financial Shock, BIS Chief Warns

1h ago

AI Capex Boom Could Trigger Financial Shock, BIS Chief Warns

Opaque debt and concentrated exposure in five hyperscalers mean an AI disappointment would hit household wealth and global benchmarks simultaneously.

CoinDesk

Goldman: US IPO rebound strong, but no dot-com bubble repeat

🩸BEARISH

75d ago

Goldman: US IPO rebound strong, but no dot-com bubble repeat

By deal value the market is matching 2021's full-year record, but the U.S. has averaged only ~100 IPOs annually for 25 years versus 400 at the dot-com peak.

CoinDesk

Burry: SpaceX, Anthropic, OpenAI IPOs May Eclipse Dot-Com Wave

🔥BULLISH

105d ago

Burry: SpaceX, Anthropic, OpenAI IPOs May Eclipse Dot-Com Wave

"The Big Short" investor frames the coming listings as the largest concentrated IPO wave in real-dollar terms since the TMT bubble — a signal read by bulls as validation and by bears as a valuation…