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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