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REVEALED: Aswath damodaran - The Real Truth

Dalal Street faces a double whammy of Fed rate hike, soaring bond yields. Are Sensex and Nifty heading for a bigger crash?

Dalal Street faces pressure from rising US bond yields and expectations of a Federal Reserve rate hike, raising concerns over equity valuations and foreign flows. However, analysts say the impact may depend on earnings growth, currency movements and global liquidity, with some arguing that higher yields need not necessarily trigger…

The Economic Times

Aswath Damodaran calls Fed rate debate pointless, says stock market adapts quickly to higher rates

Aswath Damodaran argues that the Federal Reserve’s interest-rate debate is overemphasized, saying corporate earnings and fundamentals will ultimately drive US stocks. Rising Treasury yields, $40 trillion debt and inflation fears remain concerns, but stronger earnings have helped equities remain resilient.

The Economic Times

Aswath Damodaran disagrees with Vinod Khosla on the scaling vs profitability debate. Here’s why

Aswath Damodaran has challenged Vinod Khosla’s view that companies should prioritise scaling over profitability. Damodaran argues that the right balance depends on factors such as market size, competition, capital intensity and unit economics. He warns that blindly chasing scale can turn small business failures into larger ones and create unsustainable…

The Economic Times

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Can Apple shares extend Cook-era gains under new CEO John Ternus? Here’s what analysts say

Apple shares have delivered exceptional returns under Tim Cook, rising over 2,700% on a total-return basis. With John Ternus set to become CEO, investors are assessing whether Apple can sustain its performance. Analysts note that Ternus inherits a mature business and will need to chart his own path for future…

The Economic Times

AI's Bar Mitzvah moment: Aswath Damodaran explains what AI means for businesses

Aswath Damodaran says AI’s investment debate should shift from hype and skepticism toward evaluating it as a business. He argues revolutionary technologies follow four stages: hype, investment, business building and recalibration. AI is entering the business-building phase, with revenues emerging but profitability uncertain. Significant disruption and market corrections remain possible.

The Economic Times

Aswath Damodaran shares 3 lessons investors can learn from rise and fall of Leopold Aschenbrenner's AI fund

Aswath Damodaran has shared three lessons investors can learn from the rise and fall of Leopold Aschenbrenner’s AI-focused hedge fund, Situational Awareness. He cautioned against excessive leverage, highlighted the powerful role of market momentum and argued that humility and restraint can help investors avoid overconfidence and concentrated bets.

The Economic Times

Microsoft, Amazon, Meta, Google Are 'Collectively Overinvesting' In AI: 'That's Betting, Not Investing,' Says 'Dean of Valuation'

Aswath Damodaran, the NYU Stern professor known as the “Dean of Valuation,” says Big Tech is “collectively overinvesting” in artificial intelligence, driven as much by fear of being left behind as by any clear path to profit.

Benzinga

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Aswath Damodaran warns against disclosure diarrhoea. Why the valuation guru wants Wall Street to end quarterly earnings

Valuation expert Aswath Damodaran has criticised excessive quarterly disclosures, calling it “disclosure diarrhoea” that fuels short-termism and earnings games. The NYU professor argues for leaner reporting focused on meaningful information rather than reducing transparency.

The Economic Times

SpaceX Is Back at Its IPO Price. Here Is When I Would Buy It.

SpaceX is finally getting interesting, but I would wait for stronger Starlink economics, lockup-driven selling and a price closer to $100 before buying.

Barchart

Aswath Damodaran explains why country risk is no longer just an emerging market problem

Valuation expert Aswath Damodaran argues that country risk is no longer limited to emerging markets as global companies face political, legal and economic shocks across borders. From US sovereign debt concerns to overseas revenue exposure, investors must factor country-specific risks into valuations regardless of where companies are listed.

The Economic Times

AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath Damodaran

Valuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downturn than the dotcom crash. He notes tech giants are shifting to capital-intensive models, unlike the equity-funded dotcom era. This extensive infrastructure investment, coupled with "big market delusion" and overconfidence, risks…

The Economic Times

SpaceX valuation hinges on uncertain AI economics, says Professor Aswath Damodaran

SpaceX's massive market debut, reaching a $2 trillion valuation, is largely fuelled by AI ambitions, according to valuation expert Aswath Damodaran. While Starlink contributes significantly, he cautions that the AI business is nascent with uncertain economics and high costs. Damodaran warns against equating growth with value, emphasising that even compelling…

The Economic Times

AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008

Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com crash. Unlike the internet boom's light assets, AI's reliance on physical hardware and leverage could trigger wider economic fallout if growth falters. India, investing heavily in AI, faces potential impacts…

The Economic Times

Aswath Damodaran's warning on trillion-dollar fight over SpaceX and OpenAI in world's most powerful stock index

NYU professor Aswath Damodaran has cautioned that the rush to include newly listed giants such as SpaceX, OpenAI and Anthropic in the S&P 500 could reshape passive investing. While these firms may quickly become some of the market’s largest companies, Damodaran argues they could still be loss-making, have evolving business…

The Economic Times

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The Economic Times

SpaceX IPO: Why Wall Street biggies Chris Wood, others are not impressed with $1.8 trillion listing

Despite significant investor interest, Wall Street experts like Chris Wood and Aswath Damodaran express skepticism over SpaceX's $1.8 trillion IPO valuation. Concerns center on AI hype, overly optimistic market size assumptions, and potential market structure advantages that could artificially inflate demand post-listing.

The Economic Times

SpaceX IPO: Great business, wrong price? Why Aswath Damodaran is skipping Musk’s mega offering

Despite the excitement surrounding SpaceX’s highly anticipated IPO, valuation expert and NYU professor Aswath Damodaran plans to stay away from the offering, citing concerns over its pricing. While he values the company at around $1.3 trillion after reviewing its prospectus, the IPO is expected to value SpaceX at roughly $1.8…

Fortune

‘Bond King’ Jeffrey Gundlach says there’s no doubt ‘we’re in a mania,’ but gold is a ‘real asset class’

The billionaire investor told the Odd Lots podcast that gold was his "number one best idea for this year."

Fortune

Scott Galloway fears a market crash or social crisis in the next year. A top finance professor recommends putting money into baseball cards

NYU Stern Finance professor told Galloway the market isn't pricing in "a market and economic crisis that is potentially catastrophic."

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Benzinga

Warren Buffett Won't Buy Gold, And This Valuation Guru Agrees: 'It's A Collectible, Not An Asset'

As gold prices breached $4,300 an ounce in 2025, renowned valuation professor Aswath Damodaran is reinforcing a long-held skepticism championed by Warren Buffett: gold is not a true financial asset.

Al Jazeera

As the US stock market smashes records, some investors fear it’s overpriced

US stocks are pricier than ever before by some measures, raising fears that the market could be headed for a crash.

Benzinga

When Equity Risk Premiums Are This Low, Surprises Are Expensive

The equity risk premium (ERP), the extra return investors demand for holding equities over risk-free assets, is at its lowest level in years, and it's flashing yellow lights across institutional dashboards.

Benzinga

NYU Professor Warns Companies Against Moving Cash Into Bitcoin — Unless You're Strategy, PayPal, Or A Meme Stock: 'This Is A Bad Idea'

NYU finance professor Aswath Damodaran is urging caution regarding corporate Bitcoin holdings, which have gained traction in recent years, with just four notable exceptions.

Fortune

Nvidia’s market cap will soar to $50 trillion—yes, trillion—says early investor in Amazon and Tesla

In the next 10 years, Nvidia’s value could be worth more than the entire S&P 500 today, tech investor James Anderson predicted.

Ballotpedia

Shareholder activists sue the SEC, alleging bias

Economy and Society is Ballotpedia’s weekly review of the developments in corporate activism; corporate political engagement; and the Environmental, Social, and Corporate Governance (ESG) trends and events that characterize the growing intersection between business and politics.

The Guardian - US

Is the bird really freed? A look back at six months of Musk’s Twitter reign

As we approach half a year of Musk’s acquisition of the social media firm, this is how key areas of the site’s business have performed

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