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Investor Lauren Taylor Wolfe says we are ‘absolutely’ in an AI bubble now

Lauren Taylor Wolfe, co-founder of activist investment firm Impactive Capital, said the surge in enthusiasm around artificial intelligence has all the markings of a bubble. “We are absolutely in an AI bubble now. It is going to burst,” she said on CNBC’s “Squawk on the Street” Tuesday to David Faber. “I don’t know when, I … Read more

The AI bubble debate misses the point: Chatbots are just at the light-bulb stage now

The AI bubble debate misses the point. We’re watching billions being spent on the largest technology opportunity in history, with a 95% failure rate.  Do these statistics suggest we are hurtling to an AI cliff? No. Instead, they confirm that it’s time to rethink what AI means for business. Lessons from history are helpful here. … Read more

Bitmine chair Tom Lee says the ‘bubble has burst’ in digital asset treasury companies

Digital asset treasuries have become one of the most prominent features of the current crypto bull market. So-called DATs are businesses that acquire a hoard of a given cryptocurrency, from Bitcoin to Dogecoin, and seek to operate a publicly-traded vehicle that provides sell exposure to those assets in the form of shares. But with the … Read more

Don’t fear the AI bubble, it’s about to unlock an $8 trillion opportunity, Goldman Sachs says

Stop worrying about the bubble in AI—it’s sustainable, three Wall Street analysts from Goldman Sachs, JPMorgan, and Wedbush argued this morning in notes seen by Fortune.  Traders seem to agree—at least for now. Futures contracts for the tech-heavy Nasdaq 100 were up 55% this morning prior to the opening bell, after the index closed up … Read more

Jamie Dimon gets real on AI, sees stocks ‘in some form of bubble territory’

“It will eliminate jobs,” Dimon said, pointing out that so did tractors and cars, once upon a time. “It happens too fast,” he said, referring to sudden, disruptive technological change. He urged society, government and business to “figure out how we can save jobs,” whether that’s retraining, a new form of income, early retirement, he … Read more

IMF and Bank of England join growing chorus warning of an AI bubble

Kristalina Georgieva, managing director of the International Monetary Fund (IMF), during a curtain raiser speech ahead of the International Monetary Fund (IMF) and World Bank Fall meetings at The Milken Institute in Washington, DC, US, on Wednesday, Oct. 8, 2025. Bloomberg | Bloomberg | Getty Images The International Monetary Fund and Bank of England are … Read more

‘Focus on value; the stock market will settle itself,’ says Snowflake CEO amid bubble fears

The CEO of AI data firm Snowflake isn’t letting the stock market distract him from ambitions to become “one of the great technology companies in this world,” he told CNBC. The company — a cloud data storage platform — made history when it became the largest-ever software IPO when it went public five years ago, and its … Read more

Bank of England on AI mania: ‘Stretched’ stock valuations ‘comparable to the peak of the dotcom bubble’

OpenAI CEO Sam Altman triggered a tech selloff in late August when he mentioned the word “bubble” in response to a reporter’s question. Two months—and several centibillion-dollar deal announcements later—Jeff Bezos was talking openly about markets being in some kind of an “industrial bubble,” while insisting that the explosion of investment in artificial intelligence infrastructure … Read more

Bank of England warns of ‘sharp market correction’ if AI bubble bursts

Bank of England, the Royal Exchange and the statue of the Duke of Wellington in the City of London on 19th February 2025 in London, United Kingdom. Mike Kemp | In Pictures | Getty Images The Bank of England on Wednesday warned that the risk of a “sharp market correction” has increased, noting that stock … Read more

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