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Bubble

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The U.S. Democratic Party, which won the congressional elections on November 3, advocates for strict oversight of the artificial intelligence sector / Photo: HASAN AKBAS / Shutterstock.com
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AllianceBernstein advised reducing reliance on tech giants. What should investors buy instead?
The AI boom has increased Marvells market value fivefold since the beginning of 2023—from $32 billion to $154 billion / Photo: Larry Zhou/Shutterstock.com
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Marvell's stock fell by nearly a third on news of the Lumentum acquisition. Should you buy it?
The global AI race has fueled a borrowing binge that is increasingly making investors uncomfortable / Photo: DCStockPhotography / Shutterstock.com
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Nasdaq 100 enters correction territory. How to hedge against an AI bubble burst.
The CoreWeave situation highlights the main weakness of the neo-cloud business model: while the payback period for data center construction is spread out over time, equipment depreciation is accounted for immediately. Photo: jackpress / Shutterstock.com
Review·
CoreWeave: How a Single Equation Helps Identify the Main Risk in the AI Business
Chinese AI stocks have fallen 60% from their peak but still look far more expensive than their Nasdaq peers / Photo: katjen / Shutterstock.com
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The AI bubble has burst in China. What triggered the crash?
Griffin linked his concerns to Anthropics upcoming IPO / Photo: A still from Ken Griffins speech at the 2026 WEF session
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The AI market is "almost certainly" in a bubble — billionaire Ken Griffin
Despite the risks, Novogratz believes investors should maintain their exposure to tech for now / Photo: Getty Images/Getty Images for Friends of Hudson River Park)
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Billionaire investor Mike Novogratz calls AI 'biggest bubble of our lifetime'
Burry thinks investors are now in denial and ignoring the risks / Photo: favoritesphoto / Shutterstock.com
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Burry thinks investors are in denial, warns crash could come within nine months
The head of market strategy at London investment bank Panmure Liberum warns that the AI trade may soon end, triggering a major market crash / Photo: M. Knijnenburg / Shutterstock
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Strategist warns of worst S&P 500 crash since 2008 amid AI risks, seeing 36% plunge
Dalio pointed out that a huge amount of debt is being taken out to fund AI / A screenshot from Dalios online meeting with users of his chatbot
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Dalio says the AI bubble is close to bursting. How should investors prepare?
The current optimism surrounding AI may ultimately prove to be insufficient if the technology’s economic impact exceeds expectations, according to Marks / Photo: Unsplash / Nahrizul Kadri
News·
The Limits of Rationality: Why the Guru Who Predicted the Dot-Com Crash Doesn't Consider AI a Bubble
Ivar Kreuger in his office at the “Match Palace,” circa 1930. Photo: from the book *Ivar Kreuger: The Match King* by Lars-Erik Thunholm.
Review·
The Downfall of the Match King: How Ivar Krüger's Scam Changed the Financial World
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