5 days ago - In a 2025 retrospective posted ... may still be some ways away thanks to plenty of remaining excitement. “A bubble likely crashes on a bear market,” Cetera Financial Group chief investment officer Gene Goldman told ...

1 week ago - As the artificial intelligence trade continues to push the stock market to new highs, investors are increasingly asking if we’re living through another financial bubble that’s destined to burst.

October 9, 2025 - I respectfully disagree with this sentiment from Bloomberg. This assumes AI will plateau but it’s always going to have a community of engineers supporting it. This is more like a map of the new global enterprises becoming the new top dogs in the world of WEB3. People think everything is a bubble because they are just not use to seeing such things before.

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Here’s an update: Thinking Machines Lab, the artificial intelligence startup founded by former Open AI executive Mira Murati, is in early talks to raise a new funding round at a roughly $50 billion valuation, Bloomberg News reported ...

Here is how the AI bubble is being created, per Bloomberg: 1:17 PM · Oct 8, 2025 · · · 6.3M Views · 898 · 6.7K · 40K · 16K · Read 898 replies · Sign up now to get your own personalized timeline! Sign up with GoogleSign up with Google. Opens in new tab ·

1 month ago - She says innovation in tech is being turned into high-stakes speculation in a casino economy that’s overleveraged, fragile and prone to bubbles ready to pop as soon as active doubt begins to spread. “If AI and crypto were to crash, they are likely to trigger a global collapse of unimaginable proportions,” she wrote in an email.

December 1, 2025 - The worrying bit is that it seems they are increasingly relying on borrowing, which means the prospect of a bursting bubble would again put the financial system at risk. Big Tech has raised nearly $250bn in debt so far this year, according to Bloomberg, a record. Analysts at Morgan Stanley suggest that debt will be needed to fill a $1.5tn funding gap to ramp up spending on data centers and hardware. Problematically, it is getting hard to follow the money, as Nvidia, Open AI and others in the ecosystem buy into each other, clouding who, in the end, will be left holding the bag.

3 weeks ago - Alibaba cofounder Joe Tsai has voiced concerns about the scramble for data centers needed to help power the next generation of AI models. "I start to see the beginning of some kind of bubble," Tsai told the HSBC Global Investment Summit in March, Bloomberg News reported.

November 25, 2025 - Bloomberg made this chart depicting the complex web of transactions among leading AI companies.

November 16, 2025 - This graphic, published by Bloomberg, gave the story a single, impossible-to-forget image. It transformed the impenetrability of global economics into something that is immediately both visible and understandable. Because if you want to know what a bubble looks like, it’s this: The graphic isn’t properly credited so I can’t give the right person their due but the accompanying article “OpenAI, Nvidia Fuel $1 Trillion AI ...

October 9, 2025 - Circular deals — or vendor financing — defined another tech boom that eventually went bust: the dot-com bubble. “In the late 1990s, circular deals were often centered on advertising and cross-selling between startups, where companies bought each other’s services to inflate perceived growth,” Paulo Carvao, a senior fellow at the Harvard Kennedy School, told Bloomberg. “Today’s AI firms have tangible products and customers, but their spending is still outpacing monetization.”

3 weeks ago - That’s the one that lays out how many times a Bloomberg Q&A article with a normie economist can contain variations on the word “worry”? The one from Thursday with Jason Furman, which is specifically about an AI bubble, contains a deeply troubling 14 worries.

4 days ago - “We’re kind of in an everything bubble at the moment,” said Mike Contopoulos, the firm’s deputy chief investment officer. “It’s not just AI — it’s crypto, it’s meme stocks, it’s SPACs, it’s IG credit, it’s high-yield credit,” he said on the latest Bloomberg Intelligence Credit Edge podcast.

1 month ago - From a recent selloff in the shares ... Looking to 2026, the debate among investors is whether to rein in AI exposure ahead of a potential bubble popping or double down to capitalize on the game-changing technology...

2 weeks ago - Something has changed in the artificial intelligence boom in the past year. Since the arrival of ChatGPT in 2022, America’s biggest tech companies have been leading the charge, aided by hundreds of billions of dollars on their balance sheet. Now, debt has entered the picture and the stakes are higher.

December 7, 2025 - Welcome back to The Forecast from Bloomberg Weekend, where we help you think about the future — from next week to next decade. This weekend Felix Salmon makes the case that the AI “bubble” will turn out fine.

October 25, 2025 - Bloomberg just provided the best graphic depicting the AI circularity, or circular economy in which the major companies in the AI sector are engaging in deals with each other. At the center is NVIDIA, the chip maker.

September 19, 2025 - DAVID PAUL MORRIS—Bloomberg/Getty ... corporations were failing at AI adoption, fears of an AI bubble have intensified, fueled by the realization of just how topheavy the S&P 500 ......

October 8, 2025 - Bloomberg says we might be in the middle of an AI bubble with billions cycling between OpenAI, Nvidia, Oracle, and AMD.