AI bubble

ongoing theorised stock market bubble

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

en.wikipedia.org › wiki › AI_bubble

AI bubble - Wikipedia

1 day ago - 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. Speculation about a bubble largely originates from concerns that leading AI tech firms are involved ...

finance.yahoo.com › news › asked-chatgpt-happen-stock-market-145705424.html

I Asked ChatGPT What Will Happen To the Stock Market If the AI Bubble Bursts

2 weeks ago - If the market decides these large AI players are overvalued, those big company stocks will be the first to see a rapid decline as well as any company heavily tied to AI infrastructure, ChatGPT said. Because these companies now make up a huge share of the market, a correction in even a handful of them could lead to a fall in both the S&P 500 and Nasdaq. This could lead to an environment similar to the dot-com bubble burst of the early 2000s.

Discussions

AI bubbles will be added next on this list

Everyone's problem is they want to 10x their money on some moonshot gamble. The boring thing is to put your money in an index fund for 30 years and slowly become a multimillionaire. More on reddit.com

r/StockMarket

238

617

1 month ago

How can AI be a bubble when everyone is convinced it’s one?

Bubbles aren’t unexpected. Just nobody knows when they’re going to pop. More on reddit.com

r/investing

577

768

November 21, 2025

AOC warns we may be in a 'massive' AI bubble with '2008-style threats to economic stability'

Of course we're in a massive AI bubble, but I honestly don't think it can be compared to other economic periods of instability. It's in a league of its own. Wise to warn about it, but not to compare. More on reddit.com

r/technology

822

7474

November 20, 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

206

760

November 19, 2025

Videos

AI story is no longer an equity story, says Apollo Global’s Torsten ...

What the Nvidia-Groq deal means for the AI trade, plus precious ...

AI Bubble About to Burst? Bank of England Warning - YouTube

Tech stock predictions for 2026, AI bubble concerns - YouTube

AI Bubble About to Burst? Boom or Crash Next in 2026 - YouTube

Are markets in an AI boom or an AI bubble? Plus, Trump's top two ...

Oaktree Capital

oaktreecapital.com › insights › memo › is-it-a-bubble

Is It a Bubble?

1 month ago - But do I have a bottom line? Yes, I do. Alan Greenspan’s phrase, mentioned earlier, serves as an excellent way to sum up a stock market bubble: “irrational exuberance.” There is no doubt that investors are applying exuberance with regard to AI. The question is whether it’s irrational.

cnbc.com › 2025 › 12 › 25 › how-the-ai-market-could-splinter-in-2026-.html

Monetizers vs manufacturers: How the AI market could splinter in 2026

2 weeks ago - The AI "froth" is "concentrated in specific segments rather than across the broader market," Julien Lafargue, chief market strategist at Barclays Private Bank and Wealth Management, told CNBC. The bigger risk lies with companies that are securing investment from the AI bull run but are yet to generate earnings — "for example, some quantum computing-related companies," Lafargue said. "In these cases, investor positioning seems driven more by optimism than by tangible results," he added, saying that "differentiation is key." AI stock rally may be driven by fear of missing out, but strategists say hold tight

seekingalpha.com › home › market outlook › today's market

The AI Bubble Burst Phase One: Here's What's Coming Next | Seeking Alpha

2 weeks ago - The failed Oracle-Blue Owl data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble, and consequently the S&P500 bubble.

The Motley Fool

fool.com › investing › 2025 › 12 › 22 › should-you-worry-about-an-ai-bubble-in-2026

Should You Worry About an AI Bubble in 2026? Evidence is Piling Up, and Here's What it Shows. | The Motley Fool

2 weeks ago - But in recent times, some investors have worried about the enormous spending levels at certain AI companies, as well as the high valuations of stocks. This has led to a pullback among AI stocks and other growth companies.

finance.yahoo.com › news › the-stock-market-is-being-powered-by-10-stocks-that-are-fueling-ai-bubble-fears-142845016.html

The stock market is being powered by 10 stocks that are fueling AI bubble fears

3 weeks ago - "Complacency" could ignite an AI bubble, Deutsche Bank strategist Adrian Cox told me on Yahoo Finance's Opening Bid (video above). Read more: How AI, unemployment, and interest rates could shape the stock market and your investments next year

Find elsewhere

Google Bing Mojeek

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

3 weeks ago - Wharton’s Itay Goldstein discusses financial bubbles, the mechanics of betting against them, and the risks facing the AI boom. ... 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.

nytimes.com › 2025 › 12 › 09 › business › wall-street-valuation-ai-bubble.html

Wall Street Is Shaking Off Fears of an A.I. Bubble. For Now. - The New York Times

1 month ago - But investors worry that pulling money from today’s market risks future gains. ... Dec. 9, 2025 · The stock market has broken multiple records this year, brushing past tariffs and signs of a strained American consumer, and recovering from a recent dip, largely because of the promise of artificial intelligence.

Bulletin of the Atomic Scientists

thebulletin.org › home › disruptive technologies › when it all comes crashing down: the aftermath of the ai boom

When it all comes crashing down: The aftermath of the AI boom - Bulletin of the Atomic Scientists

December 5, 2025 - A recent Morgan Stanley presentation showing the messy entanglement of AI-related deals, illustrated by arrows connecting various tech companies, “resembled a plate of spaghetti,” according to the Wall Street Journal. As a result, a growing number of business leaders and institutions have voiced alarm about the stock market bubble building around AI, including the Bank of England and the International Monetary Fund.

finance.yahoo.com › personal finance › investing

How to protect your portfolio if you’re worried about an AI bubble

November 25, 2025 - 29, according to an Investor's Business Daily analysis. The November 2025 Bank of America Global Fund Manager Survey reported 45% of respondents believe an AI equity bubble is the most significant current market ...

cnbc.com › 2025 › 11 › 24 › ai-bubble-markets-could-face-everything-bubble-as-selloff-rages-on.html

AI bubble: Markets could face 'everything bubble' as selloff rages on

November 24, 2025 - Dan Hanbury, who co-manages the Global Strategic Equity strategy at investment manager Ninety One, told CNBC markets could actually be facing what he termed an "everything bubble." He pointed to the combination of overvalued stocks and a normalization of interest rates as driving the trend. Global stocks have fluctuated wildly over the past week, as concerns about AI valuations hang over equity markets.

reuters.com › business › bubble-trouble-ai-rally-shows-cracks-investors-question-risks-2025-11-21

Bubble Trouble: AI rally shows cracks as investors question risks | Reuters

November 23, 2025 - Soaring valuations in AI stocks this year have stoked worries that Wall Street may be inflating another speculative bubble, with some of these fears coming to the fore after a stellar earnings report from AI bellwether Nvidia failed to rally ...

npr.org › 2025 › 11 › 23 › nx-s1-5615410 › ai-bubble-nvidia-openai-revenue-bust-data-centers

Here's why concerns about an AI bubble are bigger than ever

November 23, 2025 - OpenAI has entered deals with CoreWeave worth tens of billions of dollars in which CoreWeave's chip capacity in data centers is rented out to OpenAI in exchange for stock in CoreWeave, and OpenAI, in turn, could use that stock to pay its CoreWeave renting fees. Nvidia, meanwhile, which also owns part of CoreWeave, has a deal guaranteeing that Nvidia will gobble up any unused data center capacity through 2032. "The danger," said the MIT economist Acemoglu,"is that these kinds of deals eventually reveal a house of cards." Some influential investors are showing signs of bubble jitters.

cnbc.com › 2025 › 11 › 20 › ray-dalio-ai-bubble-sell-market-stocks.html

Ray Dalio says we are definitely in a bubble, but that doesn't mean you should sell yet

November 20, 2025 - Nvidia's rally lifted the stock market, with Wall Street appearing to move past fears around the AI trade faltering that weighed on stocks in recent sessions. The technology-heavy Nasdaq Composite has climbed nearly 17% in 2025, propelled by gains in megacap tech stocks amid continued excitement around AI. While Dalio sees a bubble forming, he said there would also need to be something to pop it.

bbc.com › news › articles › cwy7vrd8k4eo

Google boss says trillion-dollar AI investment boom has 'elements of irrationality'

It has raised fears stock markets are heading for a repeat of the dotcom boom and bust of the late 1990s. This saw the values of early internet companies surge amid a wave of optimism for what was then a new technology, before the bubble burst in early 2000 and many share prices collapsed.

Published November 18, 2025

finance.yahoo.com › news › live › stock-market-today-sp-500-nasdaq-slip-as-ai-angst-overshadows-hopes-for-end-to-us-shutdown-235106385.html

Stock market today: S&P 500, Nasdaq slip as AI angst overshadows hopes for end to US shutdown

November 12, 2025 - The Nasdaq Composite (^IXIC) dropped roughly 0.5%, and the S&P 500 (^GSPC) fell below the flat line. The Dow Jones Industrial Average (^DJI), which includes fewer tech stocks, inched up 0.2%. ... As of 2:10:56 PM EST.

Business Insider

businessinsider.com › business insider › markets › goldman sachs says watch these 5 warnings from the dot-com bubble to know if the ai craze is peaking

These 5 warnings from the dot-com bubble will hint when the stock market is peaking, Goldman Sachs says

November 10, 2025 - Goldman Sachs says that AI stock valuations resemble some of the signals of the late 1990s bubble. Analysts note rising tech investment, falling profits, and widening credit spreads as risks.

reddit.com › r/stockmarket › ai bubbles will be added next on this list

r/StockMarket on Reddit: AI bubbles will be added next on this list

1 month ago -

I truly believe majority of people (aka average investors) should sold all their stocks and put it on index / SP500 / CDs / Bonds/ etc…or better yet Saving Accounts , if they won’t stop with the AI bubble daily or economy crash coming every year because at the end of the day- the average joe are just not built for this game .

Also , based on a Vanguard research , the average holding period of a stock for a top portfolio of over 1 million is “12 years “.

But sure, Redditors here are trying to predict if the market will crash in the next 2 weeks and months so they can get out on time to proves everyone wrong.

And then re-enter at a perfect time/ entry point, to look like a genius

Everyone's problem is they want to 10x their money on some moonshot gamble. The boring thing is to put your money in an index fund for 30 years and slowly become a multimillionaire.

This chart clearly proves that on longer horizon even bubbles doesn't matter.

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

Could Nvidia, maker of chips that serve as singular engines needed to train AI models, continue to be worth more than the entire stock exchange in most countries? According to one recent analysis, the company now literally has too much money on hand. The keyword “AI bubble” has been percolating in the content feeds of the World Economic Forum’s Strategic Intelligence platform – tracing a more glaring path than “AI bust,” but less pointed than “AI reckoning.”