
Top analyst ‘very concerned’ about Nvidia fueling an AI bubble and a ‘Cisco moment’ like the dotcom crash: ‘We’re a lot closer to the seventh inning than the first or second inning’
“The guy at the epicenter [is] basically starting to do what all ultimate bad actors do in the final inning,” Morgan Stanley’s Lisa Shalett tells Fortune.
Data center boom brings risks of overbuilding, Ares says
October 7, 2025

Data center boom brings risks of overbuilding, Ares says
October 7, 2025