Many investors expect the sell-off has gone too far, saying agentic AI is unable to meaningfully hurt incumbents in the sector.
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The AI-driven market may fall before businesses' expenditures on the technology do, Burry said.
There isn't enough air to inflate a bubble, so how can it be popped?
Investors shouldn't "overstress" recent weakness in artificial intelligence stocks, the bank said.
OpenAI needs more than $300 billion in revenue to "justify" its level of spending, one analyst said.
CNBC's Paulina Likos and Zev Fima explore how the booming artificial intelligence industry is driving gains on Wall Street, and…
Major institutions and influential figures are increasingly issuing warnings about soaring valuations.
