"Wir erleben enorme Wachstumsraten bei einigen KI-Unternehmen", so ein Experte

Analysts warn of massive growth in some AI companies A specialist noted that "we are seeing enormous growth in some artificial intelligence companies," according to reports from Perfil. The international analyst Ezequiel Vega spoke with Canal E, highlighting that the strong valuation of AI firms, expectations of a potential rate hike by the Federal Reserve (FED), and the rising price of oil have kept financial markets on edge. Vega explained that investors are focusing on companies linked to artificial intelligence following sharp declines in some technology firms. He stated, "What is happening is the following: we are seeing enormous growth in some artificial intelligence-related technology companies listed on the Nasdaq." Nasdaq sees 17% rise so far this year According to Vega, the Nasdaq has grown by 17% so far this year, while several companies have recorded extraordinary increases. However, he clarified that doubts resurface when a company disappoints with its results: "Until when is the current bullish market growth sustainable?" He also recalled the precedent of the early 2000s tech crisis, when valuations stopped reflecting real business outcomes. Performance of the "seven magnificents" will be key Vega emphasized that the performance of the so-called "seven magnificents" will be crucial in the coming months. "If in this quarter the quarterly results of Nvidia and Amazon begin to show negative trends, we could be talking about a shift from equity to fixed income," he explained. This suggests that if these major players underperform, investors might move their money into safer assets. Federal Reserve's interest rate policy poses risk The analyst pointed out that the main risk factor is the monetary policy of the Federal Reserve. "The Fed has the outlook of raising interest rates by 25 basis points in the remaining part of the year," he said. He warned about the consequences: "By fighting inflation with high interest rates, credit becomes more expensive, which harms debt levels," and reduces appetite for higher-risk assets. Market volatility tied to multiple factors The expert highlighted that the combination of AI-driven stock gains, potential Fed rate hikes, and rising oil prices creates a volatile environment. Investors remain cautious, aware that past bubbles have led to sharp corrections. While some companies are experiencing rapid appreciation, others face scrutiny over whether their growth can be sustained. Analysts suggest that the coming quarters will test the resilience of these firms and the broader market’s ability to adapt to changing economic conditions. Investor sentiment swings based on corporate performance Vega concluded that investor sentiment is highly dependent on how companies perform against expectations. If leading AI firms fail to meet projections, confidence could quickly erode. At the same time, continued innovation and demand for AI technologies may support further gains. As the market watches closely, the balance between optimism and caution continues to shape investment decisions.