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Storia in 3 fonti

Oaktree's Howard Marks says AI frenzy isn’t a bubble — at least not yet

Marks said while enthusiasm for AI stocks is undeniable, it hasn't yet crossed into the realm of mania that defines a true bubble.

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AI · summaries

cnbc.comStai leggendo9 mesi fa

Oaktree's Howard Marks says AI frenzy isn’t a bubble — at least not yet

Marks said while enthusiasm for AI stocks is undeniable, it hasn't yet crossed into the realm of mania that defines a true bubble.

fortune.com9 mesi fa

'Is AI hurting growth?' Top analysts say their clients are starting to worry as the 3-year bull market shows…

“It seems you can’t go anywhere without talking about AI,” says Aditya Bhave, senior U.S. economist at Bank of America Research.

Leggi questa versione → originale

Timeline cronologica

venerdì 10 ottobre 2025·fortune.com
'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.
sabato 11 ottobre 2025·bbc.com
A tangled web of deals stokes AI bubble fears in Silicon Valley
Some are worried that the rapid rise in the value of AI tech companies may be a bubble waiting to burst.

bbc.com9 mesi fa

A tangled web of deals stokes AI bubble fears in Silicon Valley

Some are worried that the rapid rise in the value of AI tech companies may be a bubble waiting to burst.

Leggi questa versione → originale

lunedì 13 ottobre 2025·

cnbc.com

Oaktree's Howard Marks says AI frenzy isn’t a bubble — at least not yet

Marks said while enthusiasm for AI stocks is undeniable, it hasn't yet crossed into the realm of mania that defines a true bubble.