Aswath Damodaran, a finance professor at NYU Stern, argues that the AI debate has gone off track, with advocates and skeptics talking past each other. He notes that AI's explosive growth since ChatGPT…
A developer highlights the growing disconnect between the massive capital expenditure and debt in the AI industry and realistic market estimates, citing Nvidia's credit default swap spike as a warning…
Aswath Damodaran, a professor at NYU Stern, said Big Tech has no idea how AI pays off, citing concerns about the Magnificent Seven's AI spending. He discussed the AI race, market pricing of AI risk, a…
In a replay of the Second Quarter Review, Aswath Damodaran, Scott Galloway, and Ed Elson discussed the potential for an AI correction, citing a lack of transparency in Big Tech's business models and t…
Aswath Damodaran, a New York University professor known as the 'Dean of Valuation,' said the market likely hit 'peak AI' months ago and predicted more consolidation and correction in the AI trade in t…
Dell's AI server sales surged, driving revenue past expectations and boosting Michael Dell's net worth to $217 billion, but gross margins dropped 26% since February 2025 as AI now accounts for 37% of …
StockValuation.io launched a local valuation workflow for AI coding agents Codex and Claude, enabling them to research companies, gather evidence, and produce educational DCF valuation reports. The to…
NYU finance professor Aswath Damodaran warns that a potential AI crash could be more severe than the dot-com bust due to massive debt-financed physical infrastructure investments, and even if AI succe…
NYU Stern professor Aswath Damodaran warned that fast-tracking SpaceX, OpenAI, and Anthropic into the S&P 500 overlooks their financial losses and founder-controlled governance, posing risks for passi…