
Mark Marix
Head of Index Research, Americas, for Nasdaq; provides index-level research and analysis on themes such as AI and technology with expertise in NASDAQ 100 fundamentals and market dynamics.
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Dec 29, 2025 • 39min
Can AI Avoid a Dot-Com Déjà Vu?
Mark Marix, Head of Index Research at Nasdaq, offers a crisp mini bio: an index and tech market specialist. He contrasts today’s profitable, mature AI leaders with the dot‑com era. Short takes on valuations, hyperscaler capacity, semiconductor moats, IPO behavior, and signals to watch for overheating. Fast, focused, and topical.


