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.
(Fortune, 2025-10-07T21:13:20Z)