AllbirdsのAIへの転換はドットコム狂乱を彷彿とさせる
AllbirdsがAI事業へのシフトを発表したことで、かつてのドットコムバブル期に似た投資家の熱狂と懸念が再燃している。同社の株価が急騰する一方で、実態のないAI関連銘柄への投機的な動きに対する警戒感も高まっている。
AllbirdsがAI事業へのシフトを発表したことで、かつてのドットコムバブル期に似た投資家の熱狂と懸念が再燃している。同社の株価が急騰する一方で、実態のないAI関連銘柄への投機的な動きに対する警戒感も高まっている。
New data suggests bitcoin may be emerging as a leading safe haven asset, with recent performance indicating its potential role in portfolio protection during market uncertainty.
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The equity risk premium is a key component in corporate finance hurdle rates, valuation discount rates, and financial planning expected returns. A 2026 update of the author's comprehensive paper on ERP is now available for practitioners.