Latest in The AI Bubble Debate

thestar.com.my
714 words

When the AI bubble bursts

But as Wall Street grows increasingly nervous about the economics of AI infrastructure, Malaysian companies must confront an uncomfortable question: how much of today’s prosperity is built on expectations that may never materialise? The trouble with financial bubbles is that…

marketscreener.com
593 words

Bubble or no bubble?

Published on 11/06/2026 at 05:10 pm EST AppLovin +71.21%: The mobile advertising platform soared after reporting results that comfortably beat expectations. Sequential growth picked up again, easing concerns that emerged over the summer about the effectiveness of its Axon algorithm. Fourth-quarter guidance also…

The AI Bubble Debate

Is AI a bubble? Warnings from investors and central banks, the circular deals critics point to, and comparisons with the dot-com bust.

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Inside The AI Bubble Debate

Bubble Warnings Warnings that AI is a bubble from investors such as Michael Burry, central banks, executives and fund-manager surveys, and the arguments against them.
Circular Deals Vendor financing and circular deals among Nvidia, OpenAI, Oracle, AMD and CoreWeave, and the critics and defenders of the money going round.

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