Is there an AI bubble and has it started to burst?

Investors are worried that tech companies are overspending on artificial intelligence and there's a bubble that could burst.

Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals

Nvidia CEO Jensen Huang told employees this week that the company has been pushed into a no-win situation by mounting fears of an AI bubble, even as it continues to post blockbuster results, according to audio of an internal all-hands meeting reviewed by Business Insider.

Is Microsoft Stock Immune To The AI Bubble?

The swift expansion of expensive AI infrastructure and the high capital demands for generative AI, in comparison to earlier cloud technologies, have left
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Inside the AI Bubble

In late 2025, AI bubble talk isn’t just for outsiders, skeptics, and short-sellers. Increasingly, it’s the frame through which the industry’s most important figures, and biggest boosters, talk about their technology,

Nvidia’s Jensen Huang isn’t feeling the ‘AI bubble’

After a strong earnings announcement Wednesday, the CEO said Nvidia’s business will benefit from several long-term tech transitions for the foreseeable future.

AI bubble fears ease but investors still waiting for investments to live up to their promise

Fears about the artificial intelligence boom turning into an overblown bubble have evaporated for now, thanks to a stellar earnings report from Nvidia. But that doesn’t mean the specter of an

Stocks may be in an AI bubble. Is it time to hoard cash?

Lately, there's talk of an AI bubble, a runup in the prices of tech stocks fueled by enthusiasm over artificial intelligence. Those fears partly explain why stocks have faltered in the second half of November, despite a string of strong earnings reports.

Billionaire investor Ray Dalio says there's one reason not to sell stocks, even if you're worried about an AI bubble

"Don't just sell because of the bubble," the legendary hedge fund manager said. Stocks soared on Thursday amid renewed confidence in the AI trade.

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

CEO Jensen Huang pushed back on growing concerns that the world is heading toward an AI bubble, arguing that today's massive investments are rooted in a historic shift in how computing itself works. Huang Breaks Down Why AI Demand Isn't Hype Speaking at the U.
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