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Opinion | Markets are paying little heed to flashing lights of AI bubble’s danger
Great technologies might be able to survive the bursting of bubbles, but the portfolios of investors are unlikely to be as fortunate.
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fortune.com
The AI bubble will pop. Intelligence won’t | Fortune
ChatGPT, Gemini and Claude are extraordinary feats of engineering, but they don’t represent sustainable AI.
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AI is becoming the ‘magic fix’ as America places ‘one big bet’ on it not being a bubble, market veteran warns | Fortune
“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.
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scmp.com
Opinion | Markets are paying little heed to flashing lights of AI bubble’s danger
Great technologies might be able to survive the bursting of bubbles, but the portfolios of investors are unlikely to be as fortunate.
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How business leaders can survive a 'phenomenal' AI bubble | Fortune
Lots of companies will implode in the short term, but a few will emerge as the Googles and Amazons of the AI era.
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Bank of England on AI mania: ‘Stretched’ stock valuations ‘comparable to the peak of the dotcom bubble’ | Fortune
The top five members of the S&P 500 command nearly 30% of market share, a record high for any point over the past 50 years.
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AI isn’t in a bubble—the cash (and the hype) are real, these analysts say | Fortune
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 analysts are saying that you should believe the hype.
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huffpost.com
AI Bubble Warning: Financial Institutions Sound The Alarm Over Possible Bust
The growing risk that tech stock prices pumped up by the AI boom could burst is being flagged.
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As AI bubble warnings mount, a 23-year-old’s $1.5 billion hedge fund shows how prophecy turns into profits | Fortune
As central bankers warn of an AI bubble, Silicon Valley’s true believers are doubling down—turning AGI prophecy into cash, clout, and billion-dollar bets.
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Markets look unstoppable, but JPMorgan CEO Jamie Dimon sees a 30% chance of a correction: 'I’m far more worried than others' | Fortune
Dimon said when the bubble will burst is hard to predict.
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theguardian.com
The Guardian view on an AI bubble: capitalism still hasn’t evolved to protect itself | Editorial
Editorial: Warnings about inflated tech stocks suggest investors never learn and central bankers learn too late
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'Is AI hurting growth?' Top analysts say their clients are starting to worry as the 3-year bull market shows its age | Fortune
“It seems you can’t go anywhere without talking about AI,” says Aditya Bhave, senior U.S. economist at Bank of America Research.