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Howard Marks laid out why valuing AI companies like Anthropic is tough: Howard Marks said it's extremely hard to predict what an AI company like Anthropic will ...
businessinsider.com/howard-marks-ai-anthropic-stocks-nasdaq-investing-valuation-buffett-burry-2026-11
What is the 'AI bubble' and what happens if it pops?: U.S. based AI company Anthropic, maker of popular chatbot Claude, filed for its initial public offering ...
dailyprogress.com/news/nation-world/business/article_19e1916e-0579-5c9f-9fc2-79c18d3c8329.html

Nvidia's web of AI bets: smart strategy or bubble risk?: Nvidia's $3 billion investment in Meta's share sale is the latest addition to a portfolio ...
enca.com/business/nvidias-web-ai-bets-smart-strategy-or-bubble-risk

OpenAI and Anthropic are ruining San Francisco: It's time for Mayor Daniel Lurie to stand up to AI companies and demand they start bettering San Francisco before ...
sfgate.com/local/article/open-ai-anthropic-ruining-sf-22404657.php

Is There Life After AI? Cory Doctorow Thinks So.: Cory Doctorow talks to us about the internet, whether machines are conscious, why copyright maximalism won’t ...
jacobin.com/2026/10/ai-bubble-labor-copyright-competition

The AI bubble already popped — in China: Plus, two cheers for CGBs
ft.com/content/6abfda69-f4f7-45d5-922c-f4b65a72bcdc

OpenAI bets on AI economics with lower-cost GPT-6.1 Terra: Replacing the legacy GPT-5.6 Terra, this new reasoning model sits between OpenAI's lower-cost ...
computerworld.com/article/4241023/openai-bets-on-ai-economics-with-lower-cost-gpt-6-1-terra-2.html

GT Voice: China’s AI stock pullback isn’t a signal of a 'bubble bursting': The recent lackluster performance of China's STAR 50 Index, which tracks the 50 ...
globaltimes.cn/page/202610/1373086.shtml

Anthropic’s $2 trillion IPO warns of ‘self-preserving’ AI and data center backlash — as China’s AI bubble reportedly bursts in $480 billion meltdown
techradar.com/ai-platforms-assistants/anthropics-usd2-trillion-ipo-warns-of-self-preserving-ai-and-data-center-backlash-as-chinas-ai-bubble-reportedly-bursts-in-usd480-billion-meltdown

Memory Chip Giants Worth $2 Trillion Face Test to Prove AI Isn't a Bubble: From South Korea to Japan and China, the world’s biggest memory chipmakers will this ...
bloomberg.com/news/articles/2026-10-26/memory-titans-test-ai-demand-while-bubble-fears-transfix-markets

Paid articlePaywallCitadel's Ken Griffin says investors are "almost certainly" in an AI bubble
techspot.com/news/114280-citadel-ken-griffin-investors-almost-certainly-ai-bubble.html

AI bubble ‘almost certain’: Citadel CEO Ken Griffin warns of GPU glut, falling prices
financialexpress.com/world-news/us-news/ai-bubble-almost-certain-citadel-ceo-ken-griffin-warns-of-gpu-glut-falling-prices/4366778/

Ken Griffin Says We’re ‘Almost Certainly’ in an AI Bubble, Recalls How Past Bubbles Created Market Leaders…
benzinga.com/markets/tech/26/10/62497237/ken-griffin-says-were-almost-certainly-in-an-ai-bubble-recalls-how-past-bubbles-created-market-leaders-for-decades-i-just-wish-id-kept-my-amazon-stock

DBS says Nvidia's valuation shows the AI rally isn't a bubble: DBS Group CIO Hou Wey Fook points to Nvidia's forward earnings multiple and projected revenue ...
qz.com/dbs-nvidia-valuation-ai-bubble-100526

Jeff Bezos isn't worried about the AI bubble: "the good ideas will pay for all of the losers"
techspot.com/news/112472-jeff-bezos-isnt-worried-about-ai-bubble-good.html

AI bubble isn't seen in valuations or earnings yet, portfolio manager says: A portfolio manager at Gabelli Funds says market bubbles come in the form of either ...
businessinsider.com/ai-bubble-valuations-earnings-tech-magnificent-7-avgo-orcl-2025-12
Why most enterprise AI coding pilots underperform (Hint: It's not the model): Why most enterprise AI coding pilots underperform (Hint: It's not the model)Dhyey ...
venturebeat.com/ai/why-most-enterprise-ai-coding-pilots-underperform-hint-its-not-the-model

Are We in an AI Bubble?: The entire U.S. economy is being propped up by the promise of productivity gains that seem very far from materializing.
theatlantic.com/economy/archive/2025/09/ai-bubble-us-economy/684128/

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