AI Bubble

SaaSpocalypse Overblown? Nvidia Maybe Your 'Flight Back' To Safety, Says Expert As 'Sovereign AI' Could Defy Software Rout

The Big Short's Steve Eisman Warns Of AI's 2 Big Risks In 2026: Power Constraints, Diminishing Returns On Larger LLMs

Michael Burry Says The One Thing He Wished He Had Done Before 2008 Crisis Was To Have Been The Canary In The Mine: 'People Wonder Why I Do This'

The Big Short's Steve Eisman Warns Of AI's 2 Big Risks In 2026: Power Constraints, Diminishing Returns On Larger LLMs

Michael Burry Says The One Thing He Wished He Had Done Before 2008 Crisis Was To Have Been The Canary In The Mine: 'People Wonder Why I Do This'

The Big Short Has A Big Heart: Burry To Donate 5% Of Subs To Charity

Microsoft CEO Says AI Sector Needs Multiple Winners: 'Otherwise It'll Be A Road To Nowhere'

The Big Short Has A Big Heart: Burry To Donate 5% Of Subs To Charity

Microsoft CEO Says AI Sector Needs Multiple Winners: 'Otherwise It'll Be A Road To Nowhere'

Paul Krugman Warns AI Rallies Driven By Rate-Cut Hopes Are 'Dead Cat Bounces' — Says It 'Bears an Unmistakable Resemblance' To The Dot-Com Era

Cathie Wood Pushes Back On Bubble Narrative, Says AI Boom 'Has Just Begun' And We're In The 'First Inning'

AI Bubble Recent News

Nvidia CEO Jensen Huang Explains Why the Massive AI Spending Wave Actually Makes Perfect Sense: '... All Of It Justified'

Nvidia CEO Jensen Huang dismissed AI bubble fears, arguing that today's massive spending is justified by a global shift from CPUs to GPU-accelerated computing—even as investors like Peter Thiel and Michael Burry warn of overheating and tech giants ramp up capex to unprecedented levels.

Michael Burry Hits Back At Critics: Accuses AI Companies Of 'Suspicious Revenue Recognition' And Depreciation Gimmicks: 'Fraud, Not A Flywheel'

Investor Michael Burry pushed back against critics who challenged his take on chip depreciation at hyperscalers like Meta Platforms Inc. (NASDAQ: META) and Oracle Corp. (NYSE: ORCL), while doubling down with fresh claims that top AI firms are inflating earnings through accounting maneuvers.

Steve Eisman Disagrees With Michael Burry On AI Depreciation Math: 'Don't Think His Concerns Matter That Much'

Steve Eisman pushed back against Michael Burry's warning about how major technology companies are accounting for AI infrastructure spending.

Google, Microsoft, Meta May Keep Powering AI ETFs As BlackRock CIO Calls Bubble Fears Overblown

AI ETFs stay resilient as Google, Meta, Microsoft continue to anchor gains, with BlackRock's CIO saying fears of an AI bubble are overblown.

Dan Ives Says It's Only 10:30 PM At AI Party And We're In 'The Second Inning' Of A Trillion-Dollar Revolution

Wedbush Securities' Dan Ives said the artificial intelligence boom is still in its early stages — likening it to "10:30 p.m. at the AI party"

Alibaba's Tsai Sounds Alarm On Signs Of AI Bubble In US: 'People Are Building Data Centers On Speculation'

Alibaba Group Holding (NYSE: BABA) Chairman Joe Tsai has expressed apprehension about a potential bubble in the AI data center construction sector.

Billionaire Investor Ray Dalio Sounds Alarm On Potential AI Stock Bubble Akin To Dotcom Crash: '...Very Similar To Where We Were Between 1998 Or 1999'

Billionaire investor Ray Dalio issued a warning on Monday about a potential bubble in U.S. artificial intelligence (AI) stocks.

MIT Economist Sounds Alarm On AI Hype: 'A Lot Of Money Is Going To Get Wasted'

While not against AI, Acemoglu warns that only about 5% of jobs could be significantly affected by AI over the next decade.

Stock Market To Rally For 3-5 Years Before AI Bubble Bursts, Predicts Veteran Analyst Gene Munster: 'We're In The Early Stages'

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.

Billionaire Investor Howard Marks Warns Against Overconfidence In AI Stocks: 'Every Bubble Starts From Widespread Conviction'

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.

Amid Nvidia's Recent Decline, Jim Cramer Says AI's Impact On Businesses And Stock Market Is Still Not Fully Realized: 'I Don't Think The...Game Has Even Started Yet'

Cramer further extended his baseball analogy, stating that AI is still in its batting practice stage, but could eventually replace many physically demanding jobs.

Tesla Bull Gene Munster Points To Palantir Co-Founder's Firm Pursuing $2B Valuation, Says 'Early Stages Bull Market' Preceding AI Bubble

Gene Munster suggests the AI market is in an early bull stage, poised for significant growth before ending in a bubble, citing the valuation surge of Peter Thiel-backed AI startup, Cognition Labs.

Google DeepMind Co-Founder Voices Concerns Over AI Hype: 'We're Talking About All Sorts Of Things That Are Just Not Real'

This hype, he fears, is clouding the impressive advancements being made in AI

Nvidia, Amazon And Microsoft's Recent Activity Indicate Impending AI Bubble: 'When The Music Stops There Will Not Be Many Chairs Available'

The first is the reported $5 billion valuation of NVIDIA (NASDAQ: NVDA) -backed generative AI company Cohere, which almost doubled its value last June, despite a 2023 annual revenue of just $13 million. Windsor called this a "reckless abandonment."

Stock Market Could Rally Another 34% By 2026, Says Bank Of America

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.

Nvidia Isn't The Only AI Contender, Fidelity Suggests Investors Look Beyond 'Hot AI Stocks': 'Names That Are Big Today May Not Be The Winners Of Tomorrow'

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.

Analyst Brushes Off Tech Bubble Concerns, Citing Nvidia's Strong Performance: 'The Greatest Stock In The Market...Is Trading At 33 Times Earnings'

Deepwater Asset Management co-founder Doug Clinton has downplayed concerns about a potential tech bubble, citing the robust performance of Nvidia as evidence of a healthy market.

Nvidia 'Valuation Isn't Exactly Attractive,' Say ESG Fund Managers Despite Big Bets Last Year: '...Portends A Bubble, Potentially'

The surging stock of Nvidia 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.

Bank Of America Raises S&P 500 Price Target To 5,400, Warns Of Near-Term Pullback

Bank of America has raised its S&P 500 price target to 5,400, but not without a word of caution. The bank predicts a near-term pullback before the market resumes its rally.

Nvidia, Meta, Microsoft And Amazon Among Dan Niles' Top Picks For 2024 Amid AI Bubble Concerns: 'We Have A Lot More Room To Go'

Niles believes that the earnings potential of these companies will drive their stock performance in 2024.

Goldman Sachs Debunks AI Bubble Fears: Why It's Not The Next Dot-Com Disaster

AI Will Be the Biggest 'Bubble' Of All Time, Says ChatGPT Rival CEO: 'It Hasn't Even Started Yet'

Benzinga

Benzinga

AI Bubble

AI Bubble Recent News