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Nvidia Shows How the AI-Driven Rally in the S&P 500 Can Keep Going

Summary by Bloomberg
Howard Marks is right. This bull market just might have legs. Big tech continues to spend on artificial intelligence and interest rates are expected to go down. As long as the economy weathers the tariff transition, 2025 could prove more akin to 1997 — a few years before the dot com tech bubble burst -- than 1999. Here's how.

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BloombergBloomberg
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Nvidia Shows How the AI-Driven Rally in the S&P 500 Can Keep Going

Howard Marks is right. This bull market just might have legs. Big tech continues to spend on artificial intelligence and interest rates are expected to go down. As long as the economy weathers the tariff transition, 2025 could prove more akin to 1997 — a few years before the dot com tech bubble burst -- than 1999. Here's how.

·United States
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Bloomberg broke the news in United States on Wednesday, August 27, 2025.
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