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Why Michael Burry thinks the AI bubble will unravel
The AI-driven market may fall before businesses' expenditures on the technology do, Burry said.
The AI-driven market may fall before businesses' expenditures on the technology do, Burry said.
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Many investors expect the sell-off has gone too far, saying agentic AI is unable to meaningfully hurt incumbents in the sector.

The AI bubble doesn’t reflect reality. However, energy, economics and new infrastructure, not hype, are reshaping the cost and…

Investors shouldn't "overstress" recent weakness in artificial intelligence stocks, the bank said.

There isn't enough air to inflate a bubble, so how can it be popped?

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