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OpinionOpinion | Tech Stocks Got Hammered. Is the Economy Next?: Any hangover from an A.I. stock implosion will be worse than the dot-com bust.
nytimes.com/2026/11/06/opinion/nasdaq-tech-stocks-ai-bubble-dot-com-bust.html

This researcher says he has cracked the code of market bubbles — and he has bad news for investors
financialpost.com/investing/researcher-cracked-code-market-bubbles-bad-news-investors/

New Analysis Finds Signs the AI Bubble Is About to Blow: A new report by OpenMarkets finds that the AI bubble is "unique in recent history in its size ...
futurism.com/future-society/ai-financial-bubble-analysis-finance
AI is not a bubble yet, but volatility lies ahead, says Shankar Sharma: Shankar Sharma on AI Bubble: At Business Standard BFSI Insight Summit 2026 ...
business-standard.com/specials/bs-events/artificial-intelligence-ai-bubble-tech-companies-data-centre-shankar-sharma-126102800828_1.html

Investors are ignoring sky-high stock valuations and downplaying the potential for a stock market bubble
financialpost.com/investing/investors-are-ignoring-sky-high-stock-valuations-and-downplaying-the-potential-for-a-stock-market-bubble

What’s at stake in AI’s trillion-dollar gamble: The AI hyperscalers will likely spend more than $1 trillion on data centers next year. Can they make enough money ...
technologyreview.com/2026/09/15/1144028/ai-infrastructure-boom-investment-bubble-risk/
Editor's Choice: For Asia in particular, the dot-com bubble and AI boom are different
asia.nikkei.com/editor-s-picks/editor-in-chief-s-picks/editor-s-choice-for-asia-in-particular-the-dot-com-bubble-and-ai-boom-are-different
Paid articlePaywall Surging IPO activity is one of the four horsemen of a market bubble, according to this portfolio manager
marketwatch.com/story/surging-ipo-activity-is-one-of-the-fourhorsemen-of-a-market-bubble-according-to-this-portfolio-manager-35a1ab02
'Big Short' Michael Burry: AI boom is dead ringer for dot-com bubble: Michael Burry of "The Big Short" ticked off several similarities between the internet and ...
businessinsider.com/big-short-michael-burry-ai-stocks-dot-com-bubble-crash-2026-5
Stock market is flashing a rare warning the AI bubble could soon pop: Gross equity issuance, or the amount of stock issued by companies and snapped up by ...
businessinsider.com/ai-bubble-stock-market-warning-equity-issuance-ai-tech-stock-2026-1
Should you worry about an AI bubble? Investment pros weigh in.: The stock market has stumbled on concerns that the surge in artificial intelligence stocks could ...
cbsnews.com/news/artificial-intelligence-ai-bubble-stock-market-economy-dotcom/
Stock market bubble: 5 warnings from dot-com boom to watch, Goldman Sachs says: The stock market flashed five warning signs before the dot-com bubble popped in ...
businessinsider.com/stock-market-bubble-warning-dot-com-crash-ai-stocks-goldman-2025-11

Paid articlePaywall Powell says that, unlike the dotcom boom, AI spending isn’t a bubble: ‘I won’t go into particular names, but they actually have earnings’
fortune.com/2025/10/29/powell-says-ai-is-not-a-bubble-unlike-dot-com-federal-reserve-interest-rates/

Paid articlePaywall Qualcomm CEO warns that ‘everybody’s playing to win’ when it comes to an AI bubble—but it’s still too early to tell who will succeed
fortune.com/2025/10/27/qualcomm-ceo-cristiano-amon-ai-bubble-big-tech-stock-valuations/

Former Intel CEO Pat Gelsinger confirms the industry is in an AI bubble, but that a pop could be several years away — 'We’re displacing all of the ...
tomshardware.com/tech-industry/artificial-intelligence/former-intel-ceo-pat-gelsinger-confirms-the-industry-is-in-an-ai-bubble-but-that-a-pop-could-be-several-years-away-were-displacing-all-of-the-internet-and-the-service-provider-industr

Intel’s Former CEO Pat Gelsinger Warns That Money From the U.S. and NVIDIA Won’t Matter If It Doesn’t “Fill the Fabs” — A Goal Still Unmet
wccftech.com/intels-former-ceo-warns-that-money-from-the-us-and-nvidia-wont-matter-if-it-doesnt-fill-the-fabs/
Paid articlePaywall ‘We will have a crash’: Why Andrew Ross Sorkin thinks this market bubble will eventually pop
marketwatch.com/story/we-will-have-a-crash-why-andrew-ross-sorkin-thinks-this-market-bubble-will-eventually-pop-99ed039b

Wall Street’s AI Bubble Is Worse Than the 1999 Dot-com Bubble, Warns a Top Economist
gizmodo.com/wall-streets-ai-bubble-is-worse-than-the-1999-dot-com-bubble-warns-a-top-economist-2000630487

Is AI a bubble? It's complicated: The AI gold rush has veterans of the dot-com bubble burst experiencing déjà vu in technicolor
qz.com/ai-tech-stocks-dot-com-bubble-markets-1851768177

The dot-com bubble burst 25 years ago. What does that history say about stocks today?
qz.com/dot-com-bubble-stock-market-crash-anniversary-ai-1851767436
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