According to @CNBC, the Federal Reserve may reignite a market bubble, and the analysis compares the 'Mag 7' to prior Wall Street speculative frenzies to inform positioning and risk controls for traders. Source: https://www.cnbc.com/2025/09/19/how-the-mag-7-stack-up-to-past-wall-street-speculative-frenzies.html

According to Edward Dowd, Nvidia's latest quarterly report reveals an increase in accounts receivable DSOs (days sales outstanding) to 53 days from the previous pattern of 35-40 days, suggesting the company may be stretching its performance to meet quarterly targets. This change is interpreted as a sign of a market bubble potentially starting to burst, as similar patterns have been observed in other hot markets. Traders should monitor Nvidia's financial metrics closely as they may impact stock price movements.