Goldman Sachs’ David Solomon on whether AI is a bubble: Maybe, but ‘it’s not different’ from all the other market manias
BY MARCO QUIROZ-GUTIERREZ
October 3, 2025
The AI bubble will pop. Intelligence won’t
October 6, 2025
“AI better deliver for the U.S., or its economy and markets will lose the one leg they are now standing on,” warns Ruchir Sharma of Rockefeller International.
Goldman Sachs’ David Solomon on whether AI is a bubble: Maybe, but ‘it’s not different’ from all the other market manias
BY MARCO QUIROZ-GUTIERREZ
October 3, 2025
The AI bubble will pop. Intelligence won’t
October 6, 2025

“It seems you can’t go anywhere without talking about AI,” says Aditya Bhave, senior U.S. economist at Bank of America Research.

AI investment keeps soaring, but key indicators suggest the boom hasn’t tipped into bubble territory—at least not yet.

Dimon said when the bubble will burst is hard to predict.

The record-high price of gold suggests that a lot of investors want a hedge against an implosion in U.S. tech stocks. Yet some…

Lots of companies will implode in the short term, but a few will emerge as the Googles and Amazons of the AI era.

Investors’ long-running enthusiasm for artificial intelligence showed signs of faltering on Tuesday as tech stocks tumbled.