dlvr.it Nov 09
The AI bubble can wait, but your exit plan can't:
Infrastructure spending outruns measurable returns, with supplier finances key to judging when trouble arrives
theregister.com/ai-and-ml/2026/11/09/the-ai-bubble-can-wait-but-your-exit-plan-cant/5308415
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field that develops and studies software enabling machines to exhibit intelligent behavior
allocation of capital toward building & maintaining the physical assets & systems that enable a society & economy to function
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The Globe and Mail Nov 12
Jensen Huang’s downfall threatens to burst AI bubble: Resignation of Nvidia CEO, whose name has been synonymous with the industry, casts doubt on future of ...
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Posthaste: Why an AI crash could be worse than the dot-com bubble bursting — much worse
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Why China’s AI bubble is bursting: Beijing’s big bet on artificial intelligence has led to billions in losses and a major market upheaval ...
theweek.com/business/markets/why-chinas-ai-bubble-is-bursting
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How exposed your pension and ISA are to AI - and what experts say you should do: Market watchers have long warned a tech 'bubble' could burst – how ...
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AI Bubble About to Burst? Top Tech Investor Warns Most Neocloud Players Could Go to Zero - Apple…
benzinga.com/markets/tech/26/11/62968934/ai-bubble-about-to-burst-top-tech-investor-warns-most-neocloud-players-could-go-to-zero
US tech stock rout: is the AI bubble bursting?: After Thursday’s share price plunge on Wall Street, could the volatility be the start of a huge market meltdown?
theguardian.com/technology/2026/nov/06/us-tech-stock-ai-bubble-bursting-market-meltdown-explainer
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CNA Nov 07
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