Dossier
dot-com bust
Coverage of dot-com bust in the Nexus archive.
- AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust
A fund manager estimates that AI capex could reach $1.6 trillion next year, noting historical parallels to 1998 and the dot-com bust. However, the fund manager also believes that hyperscalers are in a strong position to finance their investments while expecting high returns and short payback schedules.
- The bond market hasn’t been this calm since the dot-com bust and the financial crisis. History warns of a rude awakening.
The bond market's current calm is compared to periods during the dot-com bust and the 2007-09 financial crisis. Junk-bond spreads are near levels observed before the 2007-09 financial crisis, prompting advice on hedging strategies.