#market-bubble

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fromDanielmiessler
10 hours ago

No, AI Is Not a Bubble

People who think AI is a bubble could say it's "overheated" or it's "inflated"-which are descriptive terms that definitely apply. But they're not using those terms. They're using the term "bubble." So, what is the single most defining characteristic of a bubble? Like...in real life. Bubbles pop. From a recent LinkedIn interaction. That's the whole point of bubbles. When you go into nature, do you see bubbles that expand and contract and survive? No. They pop. It's kind of their main characteristic!
Artificial intelligence
Business
fromFortune
1 week ago

Forget the golden age of fraud, the billionaire investor who shorted Enron warns we might be in the 'diamond or platinum level' amid the AI boom

The AI boom is driving increased financial fraud as companies overpromise AI capabilities, perpetuating a cycle where rapid market success invites deceptive practices.
Tech industry
fromTheregister
4 months ago

What goes up must come down? AI datacenter spending inflates

Investors must recognize potential bubbles in the datacenter and AI sectors, warning of repeating past mistakes.
Merger and acquisition activity in datacenters is reaching unprecedented levels as AI drives investment interest.
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