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Macroscope | Where will investors go if or when the AI bubble pops?

Tech barons are seeking to raise outrageous sums before the balloon goes up. If it does, where will portfolio investment go?

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Macroscope | Where will investors go if or when the AI bubble pops?

Tech barons are seeking to raise outrageous sums before the balloon goes up. If it does, where will portfolio investment go?

originale

straitstimes.com1 mese fa

AI boom pullback: Investment strategy guide

AI capex hit $1.5T in 2025 (70% above dot-com peak); pullback looms—5% decline risks recession in US and eurozone. A 4.5% correction drops US markets 15%, Europe 20%+; infrastructure and pharma offer safer shelter than AI stocks.

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Timeline cronologica

giovedì 11 giugno 2026·scmp.com
How the AI trade is stirring dotcom-era jitters across global markets
Signs of excess are mounting in AI trade, with soaring IPOs and stretched valuations echoing run-ups to past market peaks, analysts say.
giovedì 11 giugno 2026·straitstimes.com
AI boom pullback: Investment strategy guide
Explore potential market corrections from the AI boom and discover an investment strategy to find safety amidst uncertainty. Read more at straitstimes.com. Read more at…

Macroscope | Where will investors go if or when the AI bubble pops?

Confronto fonti

Macroscope | Where will investors go if or when the AI bubble pops?

AI boom pullback: Investment strategy guide

Timeline cronologica

How the AI trade is stirring dotcom-era jitters across global markets

AI boom pullback: Investment strategy guide

AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correction

Macroscope | Where will investors go if or when the AI bubble pops?

Macroscope | Moment of truth is coming for the AI stock boom

AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correction