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The AI boom won't burst all at once. It will pop in 'rolling bubbles': Macquarie

Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments of the AI ecosystem heat up and cool down over time. Global AI investment has surged to about $850 billion in 2026, far exceeding historical technology booms.

Raccontata darnz.co.nzscmp.comdailysabah.comnewsbytesapp.comeuronews.comeconomictimes.indiatimes.comtheregister.com

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6 prospettive sulla stessa storia
AI · summaries
economictimes.indiatimes.comStai leggendo15 h fa

The AI boom won't burst all at once. It will pop in 'rolling bubbles': Macquarie

Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments of the AI ecosystem heat up and cool down over time. Global AI investment has…

originale

Timeline cronologica

  1. sabato 27 giugno 2026·rnz.co.nz

    'We are in a bubble': Experts warn of historic AI bust risk

    Recent swings in tech stocks are reviving fears of an AI bubble - and some experts warn that if it pops, the fallout could be bigger than anything Wall Street has ever seen.

  2. domenica 28 giugno 2026·scmp.com

    How AI boom exposes investors to risk, while a downturn could see a fast crash

    Bank for International Settlements says AI funding is funnelled through loosely regulated private credit channels, raising stability fears.

scmp.com1 g fa

How AI boom exposes investors to risk, while a downturn could see a fast crash

Bank for International Settlements warns AI investment increasingly flows through under-regulated non-bank channels (hedge funds, private credit), creating blind spots in market oversight. Market downturn could trigger faster unwind than banking crises—tech leaders must stress-test AI-budget runway and funding assumptions.

Leggi questa versione → originale
euronews.com15 h fa

The AI boom could trigger the next crash, central banks warn

The vast surge of investment in AI, which has powered global stock markets to record highs, risks ending in a financial bust, the Bank for International Settlements warns, as the build-up’s hidden costs begin to surface…

Leggi questa versione → originale
theregister.com7 h fa

How the AI bubble could pop and take down the global economy, according to the BIS

Central bank for central banks sees shades of dotcom mania in hyperscaler capex binge

Leggi questa versione → originale
rnz.co.nz3 g fa

'We are in a bubble': Experts warn of historic AI bust risk

Recent swings in tech stocks are reviving fears of an AI bubble - and some experts warn that if it pops, the fallout could be bigger than anything Wall Street has ever seen.

Leggi questa versione → originale
newsbytesapp.com1 g fa

Could AI downturn lead to faster financial market crash?

The AI investment surge, driven by non-bank channels, faces warnings from BIS about potential sharp crashes during downturns, surpassing traditional banking crisis impacts.

Leggi questa versione → originale
  • domenica 28 giugno 2026·dailysabah.com

    Recent swings in tech stocks revive fears of AI bubble

    Recent swings in major tech stocks are bringing back fears of an artificial intelligence bubble, and some experts cautioned that if it pops, the fallout...

  • domenica 28 giugno 2026·newsbytesapp.com

    Could AI downturn lead to faster financial market crash?

    The AI investment surge, driven by non-bank channels, faces warnings from BIS about potential sharp crashes during downturns, surpassing traditional banking crisis impacts.

  • lunedì 29 giugno 2026·euronews.com

    The AI boom could trigger the next crash, central banks warn

    The vast surge of investment in AI, which has powered global stock markets to record highs, risks ending in a financial bust, the Bank for International Settlements warns, as the…

  • lunedì 29 giugno 2026·economictimes.indiatimes.com

    The AI boom won't burst all at once. It will pop in 'rolling bubbles': Macquarie

    Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments of the AI ecosystem heat up and cool…

  • lunedì 29 giugno 2026·theregister.com

    How the AI bubble could pop and take down the global economy, according to the BIS

    Central bank for central banks sees shades of dotcom mania in hyperscaler capex binge