The stock market is a timebomb waiting to go off
https://www.telegraph.co.uk/business/2025/09/27/the-stock-market-is-a-timebomb-waiting-to-go-off/
Jeremy Warner:
Another characteristic of the latter stages of a bull market is the tendency to ignore bad news, or delusionally to regard it as good news. Almost everywhere you look, the world seems to be going to hell in a handcart, yet US stock markets remain almost entirely oblivious to this phalanx of negativity.
https://www.telegraph.co.uk/business/2025/09/27/the-stock-market-is-a-timebomb-waiting-to-go-off/
Jeremy Warner:
Another characteristic of the latter stages of a bull market is the tendency to ignore bad news, or delusionally to regard it as good news. Almost everywhere you look, the world seems to be going to hell in a handcart, yet US stock markets remain almost entirely oblivious to this phalanx of negativity.
Spending on AI Is at Epic Levels. Will It Ever Pay Off?
https://www.wsj.com/tech/ai/ai-bubble-building-spree-55ee6128
Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.
AI investment bubble inflated by trio of dilemmas
https://www.reuters.com/commentary/breakingviews/ai-investment-bubble-inflated-by-trio-dilemmas-2025-09-25
Tech firms are sinking trillions of dollars into artificial intelligence to defend their lucrative businesses. Cloud computing firms worry rivals will eat their lunch. Investors, meanwhile, prefer the risk of future losses to relative underperformance. None can escape the craze.
https://www.wsj.com/tech/ai/ai-bubble-building-spree-55ee6128
Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.
AI investment bubble inflated by trio of dilemmas
https://www.reuters.com/commentary/breakingviews/ai-investment-bubble-inflated-by-trio-dilemmas-2025-09-25
Tech firms are sinking trillions of dollars into artificial intelligence to defend their lucrative businesses. Cloud computing firms worry rivals will eat their lunch. Investors, meanwhile, prefer the risk of future losses to relative underperformance. None can escape the craze.
The murky economics of the data-center investment boom
https://www.economist.com/business/2025/09/30/the-murky-economics-of-the-data-centre-investment-boom
How similar is it to the 1990s telecoms bubble?
https://www.economist.com/business/2025/09/30/the-murky-economics-of-the-data-centre-investment-boom
How similar is it to the 1990s telecoms bubble?
The $100bn deal sparking fears of a dotcom-style crash
https://www.telegraph.co.uk/business/2025/09/24/100bn-deal-signals-ai-bubble-burst/
Nvidia’s eye-watering investment in OpenAI has experts worrying that the AI bubble is about to burst.
https://www.telegraph.co.uk/business/2025/09/24/100bn-deal-signals-ai-bubble-burst/
Nvidia’s eye-watering investment in OpenAI has experts worrying that the AI bubble is about to burst.