The tech boom, changing leadership in Asia, and political crisis in the US — investment forecasts from Cathie Wood, Mark Mobius, Ray Dalio, Tom Lee, and David Rosenberg

Goldilocks, fiscal deadlock, and Buffett's shadow: what do investment gurus expect from 2026?

NVIDIA Corporation

Oracle Corporation

Cisco Systems, Inc.

Investors see the region as a new center of capital and technology

"The new Silicon Valley": why is Ray Dalio betting on the Middle East?

Siemens Energy AG

Schneider Electric S.E.

Markets are headed for their worst weekly performance since April

European and Asian stocks fall amid returning fears of an AI bubble

Bridgewater investment firm founder Ray Dalio <a href="https://www.cnbc.com/2025/11/20/ray-dalio-ai-bubble-sell-market-stocks.html">warned</a> on CNBC that spending on artificial intelligence is forming a bubble in the market.

Billionaire Dalio warned that "we're in the bubble zone." What does he suggest we do?

Robinhood Markets, Inc.

Applied Materials, Inc.

Bridgewater's largest hedge fund also sharply increased its biggest bet - on the U.S. stock market

Social networks, fintech and chips: what the fund Dalio founded has added to its portfolio 

The Fed's easing of monetary policy in the absence of a crisis in the economy will further inflate the bubble, a legendary investor warns

Stocks are in for another spurt before the bubble bursts, Dalio believes. What's his advice?

Investment guru offered those willing to participate in testing

'Digital Ray': billionaire Ray Dalio to launch AI clone to dispense advice

Billionaire investors and Wall Street strategists argue over where defense ends and speculation begins

"Gold has become a meme asset": what Bill Gross, Ray Dalio and other gurus are saying

The questions and answers Dalio collected are going to be used to train his "AI clone"

Billionaire Dalio invited traders to ask him questions. What are they most concerned about?

A "semblance of civil war" is brewing in the US and other parts of the world amid rising inequality and global conflict, a billionaire investor has warned

"Sovereign debt bomb" and risk of "civil war" in the U.S. threaten markets - Dalio

Goldman Sachs expects the price to rise by nearly $1,000 more by the end of 2026

Gold is more expensive than $4,000 an ounce. Why have its records become a concern for Wall Street?

Tesla, Inc.

Gold surpassed $4000 per ounce for the first time in history, reflecting investors' flight to protective assets amid the US government shutdown, pressure on the Fed and global risks. Against this backdrop, Ray Dalio and Jeffrey Gundlach advise holding up to 15-25% of a portfolio in gold as a safe hedge asset. Tesla, on the other hand, introduced cheaper versions of Model Y and Model 3. About these and other topics - in our review of key events for the morning of October 8.