Rick Rieder sees a more stable AI bull market than the dotcom era

cnbc.com

BlackRock's Rick Rieder is more relaxed about the AI bull market than the dotcom era due to strong earnings growth and reinvested cash. He believes the market has room to run, citing significant cash inflows, ongoing buybacks, and elevated central bank rates supporting income streams that fuel stock investment. Rieder notes that while some individual stock valuations are high, overall market multiples and projected earnings growth for AI-related companies are more reasonable than during the dotcom bubble.


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Rick Rieder sees a more stable AI bull market than the dotcom era | News Minimalist