AI as the new growth driver: bubble or structural shift? A comparison with the dot-com era
Fabrizi, Valerio (A.A. 2024/2025) AI as the new growth driver: bubble or structural shift? A comparison with the dot-com era. Tesi di Laurea in Financial economics, Luiss Guido Carli, relatore Nicola Borri, pp. 52. [Master's Degree Thesis]
Full text for this thesis not available from the repository.
Abstract/Index
Historical context and the rise of growth stocks over the last two decades. The artificial intelligence boom since 2023. Literature review. Value and growth investing: origins and operational definitions. Speculative bubbles and cycles of euphoria in financial markets. The dot-com bubble (1995–2001): empirical evidence and historical lessons. Artificial intelligence in financial markets: early evidence and research gaps. Methodology and data. Empirical design and methodological approach. Empirical design. Data sources and variable definitions. Sample construction and rationale. Econometric models and estimation. Link to research hypotheses. Empirical results. CAPM results. Fama–French three-factor results (FF3). Fama–French five-factor results (FF5). Interpreting abnormal performance across CAPM, FF3 and FF5. Growth tilts as a common feature of technology booms. Bubble versus structural shift: an interpretation.
References
Bibliografia: pp. 46-47.
| Thesis Type: | Master's Degree Thesis |
|---|---|
| Institution: | Luiss Guido Carli |
| Degree Program: | Master's Degree Programs > Master's Degree Program in Economics and Finance (LM-56) |
| Chair: | Financial economics |
| Thesis Supervisor: | Borri, Nicola |
| Thesis Co-Supervisor: | Capasso, Arturo |
| Academic Year: | 2024/2025 |
| Session: | Extraordinary |
| Deposited by: | Alessandro Perfetti |
| Date Deposited: | 09 Sep 2026 14:05 |
| Last Modified: | 09 Sep 2026 14:05 |
| URI: | https://tesi.luiss.it/id/eprint/46763 |
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