For the first time, investors said an AI bubble was their biggest worry, according to a recent Bank of American survey. What the pros are saying.
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Investors shouldn't "overstress" recent weakness in artificial intelligence stocks, the bank said.
Major institutions and influential figures are increasingly issuing warnings about soaring valuations.
Investors expect a surge in bond issuance from hyperscalers, according to a new survey.
"We are, however, wary of positioning, and remain watchful of stretched valuations," one fund manager told CNBC.
"Fundamentals and valuations can only be ignored for so long," one portfolio manager told CNBC.
The AI-driven market may fall before businesses' expenditures on the technology do, Burry said.
