AI Bubble

AI-focused ETFs are holding firm despite market chatter of an “AI bubble” gaining steam. Allaying fears among investors, BlackRock’s Global Fixed Income CIO Rick Rieder assured that he does not see signs of overheating in the public markets and that mega-cap tech leaders at the...

Wedbush Securities' Dan Ives, one of Wall Street's most outspoken tech bulls, says the artificial intelligence boom is still in its early stages — about 10:30 p.m. at the AI party — as trillions in global investment pour into what he calls the "fourth industrial revolution." Dan Ives: The AI Boom...

Alibaba Group Holding (NYSE:BABA) Chairman Joe Tsai has expressed apprehension about a potential bubble in the AI data center construction sector. What Happened: At the HSBC Global Investment Summit in Hong Kong, Tsai cautioned that the rapid expansion of data centers could surpass...

Billionaire investor Ray Dalio issued a warning on Monday about a potential bubble in U.S. artificial intelligence (AI) stocks, drawing parallels with the dotcom bust of the early 2000s. What Happened: Dalio, founder of Bridgewater Associates, has raised alarms over the soaring valuations of U.S....

The stock market is set to continue its bull run for another three to five years before an AI bubble bursts, according to veteran tech analyst Gene Munster. What Happened: Munster, the managing partner at Deepwater Asset Management, predicts that the stock market will continue to rise due to the...

In a recent interview, billionaire investor Howard Marks cautioned against overconfidence in Artificial Intelligence (AI) stocks, stressing that the technology’s transformative potential does not make it immune to market crashes. What Happened: Marks, the co-founder of Oaktree Capital...

CNBC’s Jim Cramer refuted the idea that artificial intelligence (AI) is a fading tech trend, stating that its impact on businesses and the stock market is still not fully realized. What Happened: Cramer voiced his concerns about the premature disregard of AI trailblazers like Nvidia (NASDAQ:...

Gene Munster, the managing partner at Deepwater Asset Management, has once again hinted that the artificial intelligence market is in the early stages of a bull run that will eventually lead to a bubble.  What Happened: On Monday, Munster took to X, formerly Twitter, and reiterated his...

The co-founder of Google DeepMind, Sir Demis Hassabis, has voiced concerns that the surge in funding for artificial intelligence (AI) is leading to exaggerated hype, overshadowing the actual scientific progress in the sector. What Happened: Hassabis shared his worries that the billions being poured...

The ongoing excitement surrounding AI has prompted an analyst to highlight potential indicators of an impending market correction. Richard Windsor, a seasoned tech stock analyst and founder of Radio Free Mobile, has identified three recent occurrences that could signify an AI bubble. What Happened...

The stock market’s long-term bull rally, now in its 11th year, is poised to continue, with the S&P 500 potentially surging by 34% by the end of 2026, according to Bank of America. What Happened: The bank’s technical strategist, Stephen Suttmeier, predicts that the S&P 500 could...

The AI sector is currently the hottest in the market, and Fidelity International is advising investors to consider indirect plays in addition to the obvious choices, such as NVIDIA Corp (NASDAQ:NVDA). What Happened: Fidelity International, a financial services firm, has suggested that investors...

Deepwater Asset Management co-founder Doug Clinton has downplayed concerns about a potential tech bubble, citing the robust performance of NVIDIA Corp (NASDAQ:NVDA) as evidence of a healthy market. What Happened: Clinton addressed the ongoing tech rally. In an interview with CNBC’s Last Call...

The surging stock of NVIDIA Corp (NASDAQ:NVDA) has sparked concerns about a potential bubble among ESG fund managers. The managers, who reaped significant gains from the stock, are now wary of its sustainability. What Happened: The proportion of ESG funds holding Nvidia shares dropped to 15% at the...