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đ Sam Altman warns: âAI bubble ahead?â
AI bubbles, Powellâs big moment, oilâs geopolitical moves, and even an FDA boost that sent Novo Nordisk soaring, todayâs newsletter breaks down the stories shaping markets and what they could mean for your portfolio.
Good Morning & Happy Monday!
Sam Altman is warning that AI hype may be drifting into bubble territory, while Jerome Powell heads into Jackson Hole with markets hanging on his words. At the same time, oil prices are moving on US Ukraine diplomacy, Novo Nordisk is getting a boost from an FDA win, and investors are weighing fresh themes from aging demographics to the surge in Ethereum ETFs.
Grab your Iced Latte and letâs get into it. âď¸ đď¸
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Market News
𫧠Sam Altman sees AI bubble forming
Sam Altman, CEO of OpenAI, cautioned that todayâs surge in AI investment may be turning into a bubble, likening the frenzy to the dot-com boom of the late 1990s, where irrational enthusiasm and sky-high valuations could leave many investors exposed. While he acknowledged that AI holds transformative potential, he warned that bubbles emerge when âsmart people get overexcited about a kernel of truth.â.
đ Jerome Powell Set To Deliver Pivotal Jackson Hole Address
Donât expect any major surprises from Fed Chair Powell at Jackson Hole this week, especially not a rate cut signal. Markets are currently pricing in about 84% odds of a 25âŻbps cut in September, but that probability has dipped amid renewed inflation concerns and comments from Chicago Fed President Goolsbee. Powell is likely to stick to his mantra: let the data lead, with the U.S. jobs report on 5âŻSeptember likely being the most revealing ahead of the Fedâs blackout period beginning 6âŻSeptember.
đ
Valuations Echo DotâCom Bubble
Bank of America strategist MichaelâŻHartnett warns that current stock valuations, like the S&PâŻ500âs priceâtoâbook ratio of 5.3, already surpass those seen at the dotâcom peak in March 2000, raising concerns of a familiar speculative environment. Still, he hedges that this time could be different, thanks to artificial intelligence, inflationâweary central banks, and shifting global capital flows, but adds that if investors are wrong, bonds and international equities could be the next beneficiaries.
đşđŚ Oil Gains as Focus Shifts to Zelenskiy Meet After Alaska Summit
Oil prices rose as markets turned their attention to an upcoming meeting between Donald Trump and Volodymyr Zelenskiy, following their Alaska summit. Investors are parsing the geopolitical implications, particularly whether the U.S. might shift its approach to Ukraine, a move that could affect energy sentiment. Bullish oil bets reflect hopes for softer geopolitical tensions, even as uncertainty remains over any concrete outcomes from the meeting.
đ Shares in Novo Nordisk rise after Wegovy gets US nod for liver disease treatment
Novo Nordisk shares climbed after the FDA approved its weight-loss drug Wegovy for treating metabolic dysfunction-associated steatohepatitis (MASH), marking the first GLP-1 therapy cleared for this serious liver disease. The stock rose as much as 5% before easing slightly, offering a rebound after last weekâs sharp market value loss tied to a profit warning and leadership shake-up. Analysts say the approval boosts momentum, though rivals like Eli Lilly are racing to enter the same space, which could limit Novoâs edge.
Invest & Strategies
đŁď¸ The most profitable word in Investing
The most profitable word in investing, according to Safal Niveshak, is "No". Building your "no muscle", the ability to politely decline impulsive or flashy financial opportunities, can protect your money and attention. Saying no doesnât mean youâre cynical; itâs about having a clear filter and avoiding actions that donât serve your goals. The most wealth is often built not by saying yes, but by staying disciplined and selective.
đ´ Investing in the Inevitable Tides of Demographic Change
In 2020, for the first time, the global population aged 60 and over surpassed children under five, signaling the crest of a megatrend that investors shouldnât ignore, what the author likens to a âglacial advanceâ reshaping the economy. He identifies two slow-moving but unstoppable forces: the rapid aging of populations worldwide and the mass migration into cities, especially across Asia and Africa. These structural shifts, he argues, offer durable, long-term thematic opportunities.
đ Ethereum ETFs see HUGE inflows
Almost a quarter of all recorded inflows into U.S. spot Ethereum ETFs occurred just this week, signaling an intense wave of investor interest. This reflects a broader surge in demand, with funds like BlackRockâs ETHA and Fidelityâs FETH drawing massive daily inflows as ETH prices surge. It's a standout moment in the ETF space, very few weeks have seen this level of concentrated activity.
đ¤ Will the Government save Intel?
The U.S. government is exploring the possibility of taking a direct stake in Intel, aiming to support the chipmaker as it struggles with delays and losses, and accelerate completion of its long-delayed Ohio fab hub. This move follows a private meeting between President Trump and Intel CEO Lip-Bu Tan, and comes amid broader concerns about U.S. semiconductor competitiveness. While the prospect lifted Intelâs stock sharply, analysts caution that capital alone wonât solve Intelâs deeper technological and execution challenges.
đ Hims is cozying up to retail investors
Hims & Hers has become a favorite among retail investors, thanks to its volatile stock price and frequent news-driving updates, making it a go-to pick for traders seeking action. This ongoing attention reflects a broader trend of retail enthusiasm and speculative interest in companies that deliver high-impact headlines.
Best of Twitter
$SPX Last 7 Jackson Hole meetings.
The next one is next week, Aug 21-23rd.
Prepare.
â Heisenberg (@Mr_Derivatives)
10:27 PM ⢠Aug 14, 2025
Jackson hole in a nutshell
â É (@CryptoChrisG)
6:26 AM ⢠Aug 18, 2025
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