“It seems you can’t go anywhere without talking about AI,” says Aditya Bhave, senior U.S. economist at Bank of America Research.
75% of gains, 80% of profits, 90% of capex—AI’s grip on the S&P is total and Morgan Stanley’s top analyst is ‘very concerned’
October 7, 2025
Bank of England on AI mania: ‘Stretched’ stock valuations ‘comparable to the peak of the dotcom bubble’
October 8, 2025
Everyone’s wondering if, and when, the AI bubble will pop. Here’s what went down 25 years ago that ultimately burst the dot-com boom
“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…
Investors’ long-running enthusiasm for artificial intelligence showed signs of faltering on Tuesday as tech stocks tumbled.
Dimon said when the bubble will burst is hard to predict.
AI investment keeps soaring, but key indicators suggest the boom hasn’t tipped into bubble territory—at least not yet.
An AI bubble and policy uncertainty could complicate 2026 for investors.
“The crash is separating real AI revenues from companies that only have AI PowerPoints.”
