US EditionConventional Wisdom: The "Are We in an AI Bubble?" Edition
AI stocks drove 75% of the S&P 500's returns in 2025, fueling debate over a bubble amid record revenues and massive corporate spending.
4 Articles
4 Articles
It’s Not An AI Bubble. It’s A Black Hole.
2025 has been a tremendous year for the artificial intelligence industry. Stock prices for AI companies skyrocketed, soaring beyond expectations and propping up an otherwise stagnant U.S. economy. But everywhere, there’s talk of an AI bubble — one even bigger and more threatening than the 2008 housing bubble or the dot-com bubble of the early 2000s. What makes this bubble so different? When is it likely to pop? And if it does, what does that mea…
Conventional Wisdom: The 'Are We in an AI Bubble?' Edition
The AI stock market boom has rewritten the rules of Wall Street. Since ChatGPT’s launch in 2022, AI-related stocks have driven roughly 75 percent of the S&P 500’s total returns, with Nvidia's gains accounting for 18 percent just this year. But listen closely to AI evangelists like OpenAI CEO Sam…
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- 50% of the sources lean Left, 50% of the sources are Center
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