ongoing theorised stock market bubble

2025 ai bubble speculation 2
The AI bubble is a theorised stock market bubble growing amid the current AI boom, a period of rapid increase in investment in artificial intelligence (AI) that is affecting the broader economy. … Wikipedia
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Wikipedia
en.wikipedia.org › wiki › AI_bubble
AI bubble - Wikipedia
4 days ago - In September 2025, the Australian Financial Review said that "If we really are in another share-market bubble, it's surely the most anticipated example in history." In October of that year, Jamie Dimon, head of JP Morgan, the largest bank in the US, said he thinks "AI is real" but said he believes some money invested now will be wasted. He also said there is a higher chance of a meaningful drop in stocks over the following two years than the market was reflecting.
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Reddit
reddit.com › r/explainlikeimfive › eli5 what is the ai bubble and the ai bubble burst? i've searched up stuff about it but still struggle to understand
ELI5 what is the ai bubble and the ai bubble burst? I've searched up stuff about it but still struggle to understand : r/explainlikeimfive
December 6, 2025 - That news could be "Anthropic announces ... of AI data-centers"... ... in very simple terms a bubble means something - in this case a lot of AI companies - are overvalued, in this case based on future expectations (breakthrough tech, revolutionizing the market)....
Discussions

ELI5: What does the AI Bubble mean?
Welcome to the r/ArtificialIntelligence gateway Question Discussion Guidelines Please use the following guidelines in current and future posts: Post must be greater than 100 characters - the more detail, the better. Your question might already have been answered. Use the search feature if no one is engaging in your post. AI is going to take our jobs - its been asked a lot! Discussion regarding positives and negatives about AI are allowed and encouraged. Just be respectful. Please provide links to back up your arguments. No stupid questions, unless its about AI being the beast who brings the end-times. It's not. Thanks - please let mods know if you have any questions / comments / etc I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns. More on reddit.com
🌐 r/ArtificialInteligence
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October 11, 2025
What’s the deal with the AI bubble? What are the implications and ramifications of an AI bubble burst?
Friendly reminder that all top level comments must: start with "answer: ", including the space after the colon (or "question: " if you have an on-topic follow up question to ask), attempt to answer the question, and be unbiased Please review Rule 4 and this post before making a top level comment: http://redd.it/b1hct4/ Join the OOTL Discord for further discussion: https://discord.gg/ejDF4mdjnh I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns. More on reddit.com
🌐 r/OutOfTheLoop
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November 19, 2025
People also ask

Is there an AI bubble?
Financial bubbles can only be conclusively identified after they’ve popped. With that said, the artificial intelligence industry does appear to be in the midst of an economic bubble, insofar as high expectations and massive investments have yet to yield significant profits for companies. But the underlying technology and long-term potential of AI indicate it will have a lasting impact — even if some overvalued companies ultimately fail.
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builtin.com
builtin.com › artificial-intelligence › ai-bubble
Is There an AI Bubble? | Built In
Is the AI bubble going to burst?
The release of DeepSeek’s-R1 in January 2025 and doubts of AI’s revolutionary capabilities has sparked fears that the AI bubble may be about to burst. However, major tech companies aren’t slowing down, with plans to invest billions of dollars in AI infrastructure throughout 2025. It remains to be seen whether the so-called ‘AI bubble’ will actually burst or if continued investments will yield worthwhile returns.
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builtin.com
builtin.com › artificial-intelligence › ai-bubble
Is There an AI Bubble? | Built In
What are the consequences of the AI bubble?
If the AI bubble bursts, companies heavily invested in the technology will likely face significant financial losses, leading to layoffs and a decrease in innovation. A crash may also result in a loss of trust in AI, which could hinder future investments and development down the line.
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builtin.com
builtin.com › artificial-intelligence › ai-bubble
Is There an AI Bubble? | Built In
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Yahoo! Finance
finance.yahoo.com › news › ai-boom-bubble-waiting-pop-140007495.html
Is the AI Boom a Bubble Waiting to Pop? Here’s What History Says
1 week ago - One simple way of gaging whether the AI-fueled tech rally has gone too far or too fast is to compare it against past bull runs. Looking at 10 equity bubbles from around the world since 1900, they lasted just over two-and-a-half years on average with a trough-to-peak gain of 244%, according to research by Bank of America strategist Michael Hartnett.
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Penn Today
penntoday.upenn.edu › news › there-ai-bubble-and-what-happens-if-it-bursts
Is there an AI bubble and what happens if it bursts? | Penn Today
1 month ago - Wall Street rides an AI-fueled rally that has pushed major indices to new highs that’s driven largely by a handful of dominant tech firms. As enthusiasm around artificial intelligence reshapes markets and concentrates risk, questions are mounting about whether the surge reflects durable growth or the familiar shape of a speculative bubble.
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MIT Technology Review
technologyreview.com › artificial intelligence › what even is the ai bubble?
What even is the AI bubble? | MIT Technology Review
5 days ago - How they describe the bubble depends on where their company sits. When I asked Meta CEO Mark Zuckerberg about the AI bubble in September, he ran through the historical analogies of past bubbles—railroads, fiber for the internet, the dot-com boom—and noted that in each case, “the infrastructure gets built out, people take on too much debt, and then you hit some blip ...
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Nature
nature.com › news › article
If the AI bubble bursts, what will it mean for research?
November 19, 2025 - The rise in artificial-intelligence technologies is unprecedented, but some predict a stock-market crash that could have knock-on effects for funding and jobs. The rise in artificial-intelligence technologies is unprecedented, but some predict ...
Find elsewhere
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The New Yorker
newyorker.com › culture › artificial intelligence (a.i.) › is a.i. actually a bubble?
Is A.I. Actually a Bubble? | The New Yorker
1 month ago - Researchers will be answering many ... bubble, in short, is more than just a bubble—it’s a collision between scientific uncertainty and evolving business thinking....
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Built In
builtin.com › artificial-intelligence › ai-bubble
Is There an AI Bubble? | Built In
November 24, 2025 - Summary: An AI bubble is a period of rapid investment and inflated expectations in artificial intelligence, where enthusiasm outpaces practical results, raising concerns that valuations and promises may exceed the technology’s actual capabilities ...
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Yale Insights
insights.som.yale.edu › insights › this-is-how-the-ai-bubble-bursts
This Is How the AI Bubble Bursts | Yale Insights
October 8, 2025 - Major players in the industry have begun to call out the AI euphoria. Just last Friday alone, three of them spoke out, hedging hard on what’s to come. Goldman Sachs CEO David Solomon said he expects there to be “a lot of capital that was deployed that [doesn’t] deliver returns.” Amazon founder and executive chairman Jeff Bezos called the current environment “kind of an industrial bubble.” Sam Altman, CEO of OpenAI, warned that “people will overinvest and lose money” during this phase of the AI boom.
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BBC
bbc.com › news › articles › cwy7vrd8k4eo
Google boss says trillion-dollar AI investment boom has 'elements of irrationality'
Speaking exclusively to BBC News, Sundar Pichai said while the growth of artificial intelligence (AI) investment had been an "extraordinary moment", there was some "irrationality" in the current AI boom. It comes amid fears in Silicon Valley and beyond of a bubble as the value of AI tech companies has soared in recent months and companies spend big on the burgeoning industry.
Published   November 18, 2025
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CNBC
cnbc.com › 2025 › 10 › 21 › are-we-in-an-ai-bubble.html
Are we in an AI bubble? Here's what analysts and experts are saying
October 22, 2025 - Economic bubbles happen with a rapid rise in market values and asset prices in a specific area, often fueled by speculation, followed by a crash during which money is quickly taken out.
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NPR
npr.org › 2025 › 10 › 16 › nx-s1-5576989 › we-may-be-in-an-ai-bubble-what-does-that-mean
We may be in an AI bubble. What does that mean? : Consider This from NPR : NPR
October 16, 2025 - This week JPMorgan Chase CEO Jamie ... said the AI market was an "industrial bubble" where stock prices were "disconnected from the fundamentals" of their businesses....
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Aimagazine
aimagazine.com › news › what-is-an-ai-bubble-its-risks-to-enterprise-ai-strategy
What is an AI Bubble & its Risks to Enterprise AI Strategy? | AI Magazine
September 17, 2025 - The scale of current AI investment provides context for these concerns. ... Sam Altman, CEO of OpenAI sums it up when speaking to Business Insider: “When bubbles happen, smart people get overexcited about a kernel of truth. Are we in a phase where investors as a whole are overexcited about AI?
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CNBC
cnbc.com › 2025 › 10 › 03 › jeff-bezos-ai-in-an-industrial-bubble-but-society-to-benefit.html
Jeff Bezos says AI is in an industrial bubble but society will get 'gigantic' benefits from the tech
October 3, 2025 - "But that doesn't mean anything that is happening isn't real. AI is real, and it is going to change every industry." Bezos gave the example of a six-person company receiving billions of dollars of funding. This is "very unusual behavior" and yet this kind of activity is happening today, he said without making it clear what company he was referring to. The billionaire however, said that ultimately industrial bubbles ...
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USA Today
usatoday.com › story › money › 2025 › 11 › 21 › stock-market-ai-bubble-sp-500-nasdaq-tech › 87393129007
The AI bubble could be real. Is it time to trade stocks for cash?
November 21, 2025 - It’s an analogy to the overhyped markets of 2008 and 1999, which crashed when the bubbles burst. Lately, there's talk of an AI bubble, a runup in the prices of tech stocks fueled by enthusiasm over artificial intelligence.
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WIRED
wired.com › the big story › the ai issue › ai is the bubble to burst them all
AI Is the Bubble to Burst Them All | WIRED
October 27, 2025 - I talked to the scholars who literally wrote the book on tech bubbles—and applied their test. ... AI may not simply be “a bubble,” or even an enormous bubble. It may be the ultimate bubble. What you might cook up in a lab if your aim was to engineer the Platonic ideal of a tech bubble.
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The Conversation
theconversation.com › yes-there-is-an-ai-investment-bubble-here-are-three-scenarios-for-how-it-could-end-269525
Yes, there is an AI investment bubble – here are three scenarios for how it could end
3 weeks ago - The last of these possibilities is reminiscent of the infamous quote from Citigroup CEO Chuck Prince before the 2008 housing bubble burst: “as long as the music is playing, you’ve got to get up and dance”. As an economist, I can say safely that it is impossible for all AI-related companies to end up dominating the market. This means, beyond a doubt, that the value of at least some AI-related stocks have a large bubble component.
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World Economic Forum
weforum.org › stories › 2025 › 10 › artificial-intelligence-bubble-dot-com-tulip-mania
What we mean when we talk about an AI 'bubble' | World Economic Forum
Peaks in “AI bubble”-related content correspond to head-turning news events. There was the CEO of Chinese search giant Baidu comparing the current situation to the dot-com era in October 2024. Then Ray Dalio, an investor who predicted the global financial crisis, made his own connection between AI exuberance and the dot-com days in January.
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YouTube
youtube.com › watch
Let's Talk About the AI Bubble - YouTube
Everyone believes we're in a bubble...so why are companies still spending hundreds of billions on the space? We lay things out in today's video.If you'd like...
Published   November 7, 2025