Big Tech

    Jensen Huang

    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.

    October 7, 2025

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